Ask a Peer
Connect with other Karbon users and industry professionals
- 304 Discussions
- 1,195 Replies
I have been working on setting up Time & Budgets for our firm. There seems to be a problem with the timesheet approval process. When a colleague submits their timesheet for approval, I am not able to edit their timesheet entries. The How To Instructions specifically say that you should be able to do that. Here is a link to the article https://help.karbonhq.com/en/articles/4441703-review-and-approve-timesheets-as-a-time-administrator Has anyone else had this issue?
Is it possible to change the start in the repeating work? This is what I am experiencing.If I try to change the repeat settings, changing the start date for the repeat is not an option. I am able to edit the start and end dates for a singular piece of work but that does not seem translate to the repeating work.It seems that the only option is to cancel the repeat and start over which can be tricky because you can accidentally delete a POW you need if your not careful.Has anyone else had any experience with this?
Let me start by saying that I love Karbon… I’m constantly defending it while having discussions with my team, but with the immense growth we’ve experienced during the past couple years it’s getting more and more difficult to plan adequately. At the moment we’re very “project based” with our work, that means tax returns, monthly bookkeeping, attest, one-off projects, monthly CFO work is all contained within its own project, from start to finish. The issue we’re running into now, is that multiple team members may have a function within one project. Those functions may overlap or be staggered in time. As an example, a tax return project may have time inputs of: scanning - 30 minutes, preparing - 1 hour, reviewing - 30 minutes, assembling - 15 minutes, etc.. Now we could budget based on roles at the time we create the project, but that only leaves us with a view of the overall time necessary by the statutory deadline, it doesn’t help while trying to capacity plan on a daily, or weekly bas
We are basically 100% virtual, but I have struggled to figure out how to assess for the qualities we desire in staff during the interview process. It’s historically been easier to shape shape staff when they are in-person as they rub shoulders with other staff living out our culture.I think we have a pretty good interview guide (when followed, lol) that digs into people’s behaviors, but I would love to use some kind of assessment to figure out if someone is a team player, has empathy, etc.I’m curious if anyone has really nailed down part of all of the “Hire great remote staff” process and is willing to share.EDIT:Link to a draft interview guide: Office Staff
I was wondering if anyone has a best practice for setting up personal tax (Canadian T1) work for families. Do you have work setup for each tax return that is being prepared or one for a family? We find it easier to track them all if there’s one for each, but have always wondered if there’s a better way for a family. Thanks!Jeff
If i create a work item using a template, customise the tasks to fit my clients needs & then create a repeating schedule, what happens if I need to update tasks etc within this work item? Example, if a process changes, how do i edit the work item and ensure the updated details are carried forward on each work item within the repeated schedule?
One of our team members is not receiving all of his emails from his Outlook inbox to the Karbon Triage and we can't work out why.He has been receiving them just fine for quite a while and then recently noticed that there were a few emails from clients that have intermittently not been pushing across. Is anyone else having this problem?
Hi all, I’m new to Karbon and have been using it for a few months now for job tracking - going well. We are now about to venture into the next phase which is recurring jobs, particularly for Quarterly BAS and monthly IAS. So I have a job in the system for the September 2021 BAS for a client. Job starts 1/10/2021 and finishes 29/10/2021 (being the end of the month on a weekday). I go to create a recurring quarterly job using this job and selecting “quarterly” as the repeat settings. Looking at the repeat preview the first BAS job is Jan to March 2022 (completely ignore December BAS) and the job dates are starting 31/12/2021 finishing 28/04/2022. So the problem is the job can’t start 31/12/2021 as the month hasn’t even begun then - the job should start 01/04/2022 but I can’t for the life of me find a way of changing the start date on the recurring jobs? I’m clearly missing someting - HELP!!! :)
We have set up a few internal clients such as ‘Evolve HR’ and ‘Evolve Software’ then we have work items named such as ‘John Smith Annual Review’ (for adding notes through the year) and ‘Xero’ (for general correspondence with our account manager, for example). For things such as a stationery supplier, is it worth having a ‘Evolve Suppliers’ contact with each listed and tagging in the work item for that supplier or area of the business (e.g. stationery), or are you relying heavily on the search function and simply clearing these emails (e.g. a order confirmation email)? I’ve heard the search function has changed recently and perhaps isn’t as useful as the last search function. We’re very new to Karbon and don’t want to create work for the sake of it! Guidance appreciated on how your admin department are working this. I’m finding internal work isn’t as straight forward as the client work so am trying to guide our highly organised Practice Administrator as best as possible! Many thanksEmil
Wondering what the status of the more full fledged API is? You all heard any news? Several months ago it sounded like this was something coming out really soon, but then nothing. The current Zapier integration is really too basic in triggers and actions to make use of more than it just being a contact database at this point.
I would appreciate ideas on how to use karbon for follow up. I am a new user. Example, if i assign an email to a staff member, I would like to have a follow up reminder so that I can check that the email or task was in fact completed by the colleague. How do other users use karbon tools to follow up on things that are delegated but need to be verified for completeness?
We are bringing on multiple employees over the next month or so and I am wondering how others train new employees on Karbon. I know that there is a training work item that will teach the functionality of Karbon, but how do you teach how your firm uses it? For example, time tracking rules, work item naming convention, review of work status and how/where to communicate internally. I have used multiple methods but think we can improve .
Would anyone else find it useful to be able to copy a section of a template to work items. This would be so helpful when updating existing work items. I put in a feature request for this. If you think this would be useful, please make a request as well. Requests can be submitted by going to Help and Feedback and choosing this.
I was wondering if anyone uses work items as a holding place for notes/emails at all. No real tasks assigned to this area, but a repository for conversations/information. Easily searchable notes/emails within the team. or for other things...welcome any thoughts on this or current best practices and ideas. Thanks!
For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad
Already have an account? Login
Use your Karbon account to log in to the Community.KARBON LOGIN
Log in to the Karbon Community
Use your Karbon account to log in to the Community.KARBON LOGIN
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.