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- 513 Discussions
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I use Volume of Emails in Triage as a way to monitor if my team is getting through their daily traige. I really push the message that triage should be cleared out daily.Being a leader who tries to lead by example, I make sure that my traige is cleared daily -- with the exception of vacation, I make an effort to clear daily.So I go to check the leaderboard today and I find that I’m leading the pack on the number of emails in triage...92 emails! I can count cleared emails and I know that at no poinit this week have I had 92 emails in a day or even during the entire week. How is this metric being calculated and when is the data polled to update the Insight?
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 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.
Hi all,As part of building our understanding of which e-signing approaches are used across Karbon customers, we’d love to know more about the tools (such as DocuSign, Adobe Sign, Go Proposal, Ignition, etc) you use to collect signatures and approvals and the workflows in which you use e-signing.If you have few minutes spare, we’ve created a short e-signing survey or if you don’t mind sharing feel free to leave a response below.If you’d like to chat with me - the survey has a question at the end where you can leave your email address, or you can drop me a message.Thanks!Stuart
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?
In Karbon, for work(/job) level, there is only only work assignee who is supposed to be a job in-charge. However, in accounting firm, due to the compulsory requirement of professional code, each piece of professional work require an engagement manager as well as an engagement leader (normally the partner). There is nowhere to put these two role in. I know there is so called “client owner” and “client manager” under client contact card. However, these two to me are only for client level, rather than work level concept. Since 1) the client owner and client manager are more for relationship purpose, rather than the professional work role. 2) most important, in my firm, one client may have different type of work, for example, tax service and accounting service may have different work managers, one client manager does not cover both at all. How are you guys or KARBON expert suggest on this? Only get-around I found is to setup a colleague role called “work manager” and “work leader”, however
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
Hello! I would like to find out how other organizations assign the task of creating work items (new clients, new projects, whatever). Do you centralize that process internally to one person/group that manages it? We talked about that being a more administrative/process mgt task that could be done for the accounting teams. I also wonder if pushing that to the team/accountant that is actually doing the work is better (this could lead to various styles and inconsistencies across client work items). Any thoughts out there or experience/lessons learned? Thank you!
Considering changing from Canopy. How does the document management work with client portal? Is this worth changing to from Canopy? I am only on the trial version and the one thing I do not like is that there is no folder options to sort files. I want to make sure if I make the investment its worth it. Has anyone else changed from canopy?
I’m curious as to what other Karbon users have been doing when it comes to all the various types of filing s (accounting firm related) that accompany a year-end. For example, financial statements, a corporate tax return, sales tax filings, tax slips for income (T4’s T5’s), personal tax filings for owners, and the list can go on and on.Originally we had one work piece tracking the year-end filing itself, and would find other ways to customize things beyond that to manage all else that goes along with it. We are now moving towards setting up separate work pieces for each and every filing with its own deadline.I’m just curious to hear opinions and experiences from other users in any similar circumstances or different approaches to battling a comparable problem.
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
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?
Hello Fellow Peers! So far we have only lightly started using My Week, but will need to be fully experienced in using My Week by the end of the year. Now that I am really digging into it, I’m curious if everyone else who is using it more already has the answers:Is there a way to filter My Week to show completed Notes and Work? There is no quick way to see if they are completed without clicking on them. When the To-Do list goes away, how will we know something has been moved to Done (by accident) if it hasn’t been completed yet? What happens in situations where the Work is assigned to you, but then you also have a task assigned to you within that Work? If you mark the task complete, the whole thing in My Week will then show that all your task are complete, and if you aren’t paying attention, might move the whole thing to Done even though there are a bunch of open task. I think maybe the most obvious answer is to to either have all your tasks assigned to you, or none of them (conside
Hi, we are a new user, still working on our configuration and learning. We had in mind that we could attach a live document to a work item. But, I am now realizing that any time we want to update the document (like adding this week's payroll to an annual based payroll workpaper file) we would have to download the document, update it and then upload the changed file back. So, it seems that karbon is not meant to work efficiently with live documents. Am I missing something? I hope I am stating my concern clearly and apologize if not. For example, as we are doing payroll work, in our current system we would have a payroll prep workpaper pdf file. Each time we prepared payroll we would add bookmarks and the next payroll prep workpapers to this same pdf document. Now it seems we would not so efficiently be updating the workpaper pdf file, if it is stored in karbon. Documents that are stored in karbon seem like they are best if static?How do other firms incorporate the information that is co
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?
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?
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
I have close to 200,000 cleared emails now! My Outlook mailbox is starting to get full and now I have a question I never thought I would have to worry about. If I delete the emails from the Archive folder in Outlook do I lose them in Karbon?If so, what is the fix to lower my usage in Outlook?
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
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