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910 Discussions
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910 Discussions

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augieNPIBeginner

posted in Ask a Peer

BrooksWSuperstar

asked in Ask a Peer

Year-End Processes

Since a lot of us are solidly in the middle of getting year-end tasks done by the end of January, I was wondering if anyone has any solid processes or tasks that are helpful in efficiently getting the year wrapped up for clients. Karbon does have some good templates for this, but am looking more for any unique tips and tricks that work well for your particular firm. Maybe something that none of us have thought about or considered?

2 years ago

Mary-Clare SwitzBeginner

asked in Ask a Peer

MyWeek failure

I have been trying to implement My Week after successfully using To Do for some time. All I have managed to do is create a secondary Triage of emails that are in no order, not time, not name, not job, not anything in My Week and I have become quite disorganised again. Any tips?

2 years ago

SamGSr. Karbon Community Guide

posted in Ask a Peer

What is more important to those of you who track time? $ or Hours?

If you use timesheets to track time, what is more important to you?The $ amount of the Budget vs Actual or the Hours amount of the Budget vs Actual.If you don’t use $ or Rates, do you still have Roles? (So you wouldn’t want the Partner spending an hour on Work that they’d usually only spend 5 mins on, even if the Junior was underbudget by 55 mins)

2 years ago

Christopher T Raines

asked in Ask a Peer

Exporting organizations with contact details

I’m currently exporting out the contact the list for the organizations. The export does not include all of the “contact detail” included in the organization’s detail tab.Unless I’m missing something all of the other contact information (ie address) exports. The only field not exporting is the email. Is anyone able to export emails for the organization contact only. thank you

2 years ago

MiyaRising Star

asked in Ask a Peer

Karbon Email Signature

I was trying to add an email signature in Karbon with some images on it to make the signature fancy and look more professional. However, I noticed that some of our clients whenever they are receiving my email, most of the images on the signature are not showing or even just a box with no image on it. I also find it complicated to paste or create a graphical email signature in Karbon compare to Outlook. Anyone who has a workaround or having the same issues?

2 years ago

Leonie AddisonBeginner

asked in Ask a Peer

Identifying Assignees

When I go into a client I currently see a lot of columns. Are you able to rearrange these columns? If so how.Thanks in anticipationLeonie

2 years ago

Wendy BarnaboRising Star

posted in Ask a Peer

Work items with no tasks?

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!

2 years ago

JASBeginner

asked in Ask a Peer

Task not updating

We have a template in which we created (modified the 1040 template) a user (Invoicer) to be notified when invoices should be sent. The Inovicer completes the task but the task is not being marked complete in the template. What are we missing in the setup?

2 years ago

DianeKSr. Community Champion

asked in Ask a Peer

Copy from a Template?

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.

2 years ago

Victoria PetersSr. Community Champion

asked in Ask a Peer

Tasks due BEFORE the work start date

Has anyone been able to effectively use the #of day before work start date effectively when creating tasks? We find that the task does not show up in the To do list or now My Week until the Work Order start date. The task is overdue when the assignee actually gets notice of it. Is it me? What I am doing wrong? It seems like a great feature, a reminder to get something set up so the work is ready to go on the start day. A recent example is onboarding a new employee, there are some tasks to be completed by HR before the employees start date but the work order is set to be assigned to the receiving team on the start date, and it would be good for the receiving team to know that those tasks are complete. Our work around has been separate work orders but we muddy visibility.

2 years ago

Grace McKayBeginner

asked in Ask a Peer

Better to repeat work monhtly or have 12 monthly tasks?

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?

2 years ago

MariaVRising Star

asked in Ask a Peer

Adding multiple e-mail addresses to an email

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

2 years ago

JASBeginner

asked in Ask a Peer

Work Status

I am modifying the 1040 template for our firm. I have a Task in the Preparation step which has been marked “Waiting for Client”, however when I go to the All Work filters, I don’t see this task listed under the “Waiting” filter. How do I correct this?

2 years ago

Maya PallottaBeginner

asked in Ask a Peer

Most recent contacts

Does anyone know if it is possible to filter your contacts by added most recently? Thank you in advance.

2 years ago

Stuart RamsayBeginner

asked in Ask a Peer

Work Assignee

How do others tackle overall work assignee’s when it’s a long project and there’s multiple people involved?. Our Annual Financial Statements work can last up to 9 months and involve 4 different people, in different roles (Accountant, Client Manager, Partner & Admin). Currently we assign the overall work to the Client Manager. However, that means that lots of stuff appears in their My Week, when they don’t actually have to do any tasks on that project until it is already substantially started (Admin & Accountant take care of everything up to work review stage) I have seen on a webinar the use of dummy team members, using fake email addresses, and wondered if that was a solution. When looking back, I can’t find the webinar now...I think it was something mentioned in a Sara/ Andii webinar. Anyone use this facility or can point me in the right direction, please?

2 years ago

Lachlan MacindoeKarbon Team

posted in Ask a Peer

Your #2021inKarbon snapshots!

Karbon customers! Keep an eye out in Triage for a small surprise today — your personalized #2021inKarbon snapshot. We hope this serves as a timely reminder of just how much you did during what was another challenging and turbulent year for most. Small ask— share with others what you achieved! If you enjoyed receiving this, we’d be grateful if you shared a link to your snapshot on social media using with the #2021inKarbon hashtag and mentioning our Karbon profile. Let’s fill up everyone’s feeds with #2021inKarbon!!!

2 years ago

Tracy LampronBeginner

posted in Ask a Peer

clearing items from Triage

Anyone else having issues with clearing items from Triage this morning, every time I go back from work to triage the items that I have cleared reappear! thanks

2 years ago

AndrewBeginner

asked in Ask a Peer

Un-billable time tracking

Hi all,Just a quick query on how people track un-billable non-client related time within Karbon. With the advent of staff working from home due to COVID mandates in our area I’m keen to track all work undertaken by staff, not just the billable elements and not just those related to specific client work (billable or otherwise). Any suggestions as to how this is handled that would be greatly appreciated.

2 years ago

Jenelle EBABeginner

asked in Ask a Peer

Copying individual tasks one section to another section

Hi I have a one-off project that involves the same admin work relating to several clients in my practice, and I would like to copy the tasks I have created for each Client Section to all the others. Is there an easy way to do this?

2 years ago

Megan SellsBeginner

asked in Ask a Peer

How can I share contacts with my whole team?

My team is new to Karbon. I have set up all of our clients and the primary contacts for each (usually the owner and an office manager). This is based on our old client database and my email contacts (imported from Gmail). I added my team to each organization as “other colleagues,” so that they can see communication, work etc for each of our company clients. We are running into an issue and I’m hoping there are solutions even though I can’t find any other topics that cover this: My People contacts are not visible to the rest of my team. The People contacts don’t have the same field to add colleagues, and I don’t see any setting where I can make my contacts universal.

2 years ago

Lovie

asked in Ask a Peer

Template for Tax Organizer Process

Is there a Karbon template or workflow available for the (end of the year) tax organizer process?

2 years ago

AndrewBeginner

asked in Ask a Peer

Effect of entering new client tasks after initial email sent.

Hi all. So I’ve setup a client task, sent the email to the the client requesting information and then noticed a further query. I’ve now updated the client task with the new item. Do I need to resend the email or will the client see the new task automatically? TIA

2 years ago

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