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Hi AllWith Client Tasks - we send out annual questions to clients for preparation of their financial statements and tax returns. We have a Client Task section with individual tasks for responses, download/upload files etc.The Assignee for the Work is the Accountant. But we send the Client Tasks from me (Practice Manager)When the client responds to each individual task both myself and the accountant get triage notifications. This morning each of us has 10+ notifications in triage for this one client/work item. Hugely distracting.Would be better if only one person got the notifications (either assignee or sender, not both) and maybe to have option to choose which person for each client task section? Would be even better if we didn’t get notifications on each individual task within the section, but a summary or daily update on the client task section overall (i.e. if client has updated a task during a 24 hour period, then the daily notification shows what has changed on that task or tas
Hi Karbon Community! Sending to Multiple People (being able to send a client request to more than one person) is in development but I had two questions I’d love some more information on: How many people do you need to send one request to? Does the number tend to be the same or are there circumstances where you would need to send the request to more or less people? Thank you!
I would like to see how other peer firms here use Work Type and Task Type, What scenario are each of these two types used for what purpose? and how to setup these two types to avoid overlapping. I currently set up more than more than 10 internal work type (non-chargeable, for internal management, like marketing, HR, finance etc.) and more than 10 internal tasks type (similar to work type). I want to cut task type to “chargeable” and “non-chargeable”. not sure if that will cause any useful report having less data.
I know the idea of Karbon is that everyone “owns” their email/tasks, but I have got to get out of everyone emailing me as the head of the company. I am going to explore ticketing systems, so I am curious to see if anyone is using those and how they can work with Karbon. I have a list of websites to check out, but I will prioritize a system that someone already is using with Karbon. I like Karbon for the workflow, so hoping to find something that works with it, so I don’t have to switch to a whole new system and recreate everything.
We are struggling to find good admin staff locally and the Karbon learning curve doesn’t help. Has anyone used a virtual assistant with Karbon experience? Any idea where to find such a person? I envision someone that knows Karbon through and through, who could work remotely for one or multiple firms, managing the day-to-day flow of information and work. I’d love referrals if anyone knows this person!
I am sending a bulk email to a group of clients. I am sending the email to myself and the bcc’ing the group of clients. I have the list of emails in a document. In Gmail, I used to just copy and paste the emails and wa-la, they are all added. But I can’t copy and paste in Karbon.Does anyone know of a way to do this?Thanks in advance. Maria
Hi Karbon Community!I had a weekly bookkeeping client setup to start on Tuesday and to be due on Friday, but I just want it to start and be due on Friday.Is there a way to update the repeating schedule without deleting and starting over?I thought I could change the start and due dates of a work item and the repeater would take over from there, but that hasn’t happened.Does anyone have experience with this? The help articles and community topics mostly deal with setting up recurring work for the first time. -- Edit --Alternative answer from @LD7E:An add on to this option if there are a lot of recurring work items that need to be deleted. Set an end date on the current repeating work item that is a day or more before the next work item that has already been created. Once you save this it will automatically delete all future work items. Then you can go in and change the work start date of the last work item completed to the new day of the week you want the work to start and create the new
Hi everyone, I’ve tried to search the Community but can’t find an answer for this.How do you make sure that you are not missing compliance deadlines for clients, and have good line of sight on them at least 30 days in advance? For example, do you set a protocol that for personal tax repeating work items, the work due date is always set at 15 days before the personal tax deadline for all clients? And similarly for sales tax, corporate tax, payroll, etc.? We haven’t really set such a protocol and found that different team members set different due dates for compliance-related work items (either a few days before the due date or after, if there are follow-up tasks to do such as confirming a Notice of Assessment is available from tax authorities after filing).This makes it difficult to quickly see the ‘true deadline’ for each compliance work item, and across all work items to identify risks/issues early.Would love your thoughts on this - how have you managed to document and monitor deadlin
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 .
My company has been successfully using To do for years, all of our templates and automators are built around it. Now it seems that My Week will be replacing To do and I am trying to figure out My Week but I can’t seem to wrap my head around it.First, when all of the tasks are completed and a work is even in the Completed status, why doesn’t it automatically move to Done? This seems like an unneeded step. I understand if all my tasks are done but if the work isn’t done it shouldn’t move, but if the entire work is done?Then, there seems to be no automation for it, if an automator triggers a task to be due this week, it doesn’t move the work to My Week, it just stays where it is. This might be fine for recurring work but for tax work where I am often waiting on clients it’s a problem. I have automators that make my tasks due when a client completes their task list but it stays in To Plan until I manually move it. Also, there should be different views. It seems you can only view by s
Two things:1. I’m looking for information on managing my firms’ non-client matters.I know there is a video on setting up different Sales, HR, Finance, etc. Divisions and jobs out of that - that is the video/resources I’m interested in. (Note I’m not looking for “Effectively managing your firm’s internal operations” - this is a great webinar on setting OKRs and helping your practice grow by focusing on the right things)I am not not using the To-Dos very well - I'm not triaging my email to “trust myself” to go into To-Dos as there is a lot there to clean out - how do you manage with this?(Also I know there is a good video on this as well - if someone could share that would be amazing). Thanks!
I am wondering if other peers have the same feeling that the it is not convenient to locate and find the past emails, communications, notes easily. I am wondering it will be good if following can happen:Current search doesn’t show up the comments, but comments is now a very important communication internally Karbon encourage to replace emails for internal communication, so the search should cover comments to enable us to find past comments easily. When we search something, Initially, it should show up all the results no matter it is email, note, work or comments. the tab for emails, notes etc. can still be there, but it will serve as filter function.
I am looking to create a list of recurring admin task that I perform. I am hoping this is the last year i have to do any of this stuff. I’d like to create a recurring Work project and assign the Work to an office manager next year. Some of the tasks I want to put in the Work are:Renewing tax software license - Nov 15 Rolling forward tax software - Dec 1 Rolling forward depreciation software - Jan 31 Pay state CPA firm dues - Feb 15 Updating engagement letters - Dec 15 Renewing technical subscriptions - various EtcAny ideas would be appreciated.I am trying to Clockwork my firm.Thanks,Marty
General Info Issue Possible countermeasures More Information Code Samples** UPDATE **There’s a bug in the API that does not let us GET or PUT “UserRoleAssignments” so this project is on hold until the bug is fixed. Here’s the email from the ever helpful @StuartK.General InfoThis post is under construction… I will continue to update and add more content here based on conversation below.IssueCredit: @Tom Kneeland When using Intuit Practice Management (IPM), there are certain limitations that we will address here.Possible countermeasuresProgrammatically add or update roles using the API and Python (doable) I have programmatically added roles with Python API calls I’ll share code when I fully understand the issue Automatically add roles using webhooks and a webhook handler like Azure Logic apps or Zapier (doable at a small cost) Explore, submit feature ideas to fix issues with IPM (Subject to others)More InformationTom’s original post:...I am an IPM user, which is still Karbon. It turns
Best practice advice please… I’m fairly new to Karbon and looking for tips to better organize. For recurring work like month end close or biweekly payroll, is it better to create a “work” template for each of these and have them repeat or create one “work” template with 12 (or 24) tasks within that have monthly/ biweekly due dates for each task? Which way is easier to manage?
Hi! We are still testing Karbon and loving it so far. I am interested in what you as current users would have done differently in establishing your database now that you are living in it every day? Any feedback is greatly appreciated!
I’m making a serious effort to familiarize myself with My Week. My team is new to Karbon in general and I juuuust taught them how to manage their To-do, but since that’s getting replaced, I want to tell them to abandon that and get started using My Week ASAP. However...I can’t figure out how to solve a few problems. Two of the issues are actionable Notes and Emails. I encourage my team to be Inbox Zero, so I’ve drilled that they need to put reference info on appropriate Timelines and actionable items in as To-do (if it’s short term, like within the week) or as Work if it’s a long-term or repeat project. So, if a client emails an updated ACH form that needs to be applied to their recurring invoice from us, then that email gets assigned as a To-do item, so I will remember to apply that change in the very near future. Where on Earth would I find that if I don’t have To-do? Also, with To-do I can assign the To-do date for tomorrow if, for example, I know I am slammed with meetings today an
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