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  • 892 Discussions
  • 3,716 Replies

892 Discussions

FiSchneider
Beginner
FiSchneiderBeginner
asked in Ask a Peer

How do you engage new employees/team with Karbon?

We have recently put on 2 new staff members and are finding some resistance from one to engage with Karbon processes.  What are best practices you have found to get a team fully engaged and past the unknown  (or fear of change) management?-- Fiona

8
Ricardo Ghanem
Beginner
2 years ago
M
Rising Star
MariaVRising Star
asked in Ask a Peer

How do I manage active users?

How do I manage what users are active or not?

9
M
Rising Star
2 years ago
Krista Owren
Beginner
Krista OwrenBeginner
asked in Ask a Peer

How long does Karbon save documents/work items?

Does anyone know how long Karbon saves work items and documents after completion?

1
leigh
Karbon Team
2 years ago
BrooksW
Superstar
BrooksWSuperstar
asked in Ask a Peer

Capacity Planning

How do others do their capacity planning?

3
Victoria Peters
Sr. Community Champion
1 year ago
Coral
Superstar
CoralSuperstar
asked in Ask a Peer

Time and Budgets

How do others use time and budgets? I’ve been using the timesheet function since April and staff love the timer feature - but I’m not sure on how to do the budgets and would like to understand it better. At the moment, all of our jobs are showing as being over budget.

5
Gary Wood
Rising Star
2 years ago
M
Rising Star
MariaVRising Star
asked in Ask a Peer

What is the most effective reconciliation process?

What is the most effective reconciliation process weekly or monthly basis and why? Is it easier in Karbon to track weekly or monthly?

2
M
Rising Star
2 years ago
Victoria Peters
Sr. Community Champion
Victoria PetersSr. Community Champion
asked in Ask a Peer

Insights - There is a lot of information there

How do you use Insights?  Does it help with decision making?  How often do you review the numbers and why?

2
Coral
Superstar
2 years ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
asked in Ask a Peer

Client Task - Bulk Document Download

Is there a way within the client task for them to download all the documents attached without individually clicking on each document and then downloading?

1
DianeK
Sr. Community Champion
2 years ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
asked in Ask a Peer

What are the most effective Dashboards-Saved Views?

What do you recommend as the Best Dashboard Views to have saved in Karbon?

1
M
Rising Star
2 years ago
Bovard CPA
Beginner
Bovard CPABeginner
asked in Ask a Peer

What is best practice for Invoicing in Karbon workflow?

What is best practice for Invoicing in Karbon workflow?

4
T
Rising Star
2 years ago
kylenecarse
Community Champion
kylenecarseCommunity Champion
asked in Ask a Peer

FIFO/LIFO

Hi y’all!We typically use the date a client drops off tax documents to help determine their place in the prep order.   Any suggestions or ideas on how to best track work in a FIFO order?   Thanks!!Kylene

8
DianeK
Sr. Community Champion
2 years ago
BrooksW
Superstar
BrooksWSuperstar
asked in Ask a Peer

How do I find specifics around what Karbon can/can't do?

How do I find specifics around what Karbon can/can’t do?

3
Victoria Peters
Sr. Community Champion
2 years ago
mikedoan
Rising Star
mikedoanRising Star
asked in Ask a Peer

Time & Billing and Fixed Fee

Does anyone use Time and Billing in Karbon and have mostly a fixed fee pricing structure? If you do, how to determine job profitability in Karbon, or do you?Our business is about 95% fixed fee. For us, having a billing rate in Karbon for each role is not useful in determining job profitability. Ideally, I would need to load into Karbon the loaded hourly rate for each employee (not just role). Currently we track our time and billing in Xero’s PracticeManagement and we can get job profitability out of that system. We would rather use Karbon for Time and Billing since the it would reducing switching cost between the two app during the day. I know that I could export the time data and dump it into a data analysis tool to determine job costing, but that requires a manual process and additional work that I don’t really want to do. Also, I would like to keep everything in Karbon if possible.  

1
AntoniyaB.
Superstar
2 years ago
H
Beginner
Hannah - Efficient TradieBeginner
asked in Ask a Peer

How to Export Total Time per Client

Hi Peeps,Is there a way to export time that shows the total time tracked for each client in one report? I want to see how much time was spent on every client in a month. Thanks in advance,Hannah

1
max
Sr. Karbon Community Guide
2 years ago
R
Beginner
Roberta PaganiBeginner
asked in Ask a Peer

Clear all Works

Hi everyone! I created a lot of works in Karbon months ago and now I would like to clear everything out. Just keep the contacts but delate all works and tasks. Which is the fastest way to do it? Thanks 

2
Terri Warren
Superstar
2 years ago
Reino Barkema
Rising Star
Reino BarkemaRising Star
posted in Ask a Peer

Feature Request - Recurring Work at a Template Level

Hi Karbon Community, I think it would be phenomenal to be able to set Recurring Work Schedules at a Template Level. What do you think? -Reino

8
Reino Barkema
Rising Star
2 years ago
O
Beginner
ollieBeginner
asked in Ask a Peer

Searching by client references and UTR numbers

Does anyone know if there is a way in Karbon to search by client UTR or client references, such as Company Number? We are trying to work out a way of doing this in Karbon, but it doesn’t appear that you can search by client references at the moment

5
max
Sr. Karbon Community Guide
1 year ago
Melissa_Stout
Beginner
Melissa_StoutBeginner
posted in Ask a Peer

New employee Karbon training

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 .

5
DianeK
Sr. Community Champion
2 years ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Ask a Peer

Trouble with support

In general, Support has been excellent at Karbon and is one of the deciding factors that’s pushing us to make the switch, however I have run into a snag and I’m wondering if anyone has a way around this issue.I’ve contacted support about emails that come through Karbon without the attachment. The attachment is in Outlook, and when I forward the email to myself, the attachment comes through to Karbon, so something strange is stipping out the attachment that’s originally getting sent.I contacted support and got escalated to the engineers, one of which asked me several questions and asked for screenshots from outlook and Karbon, etc. I sent everything in and it was a week since I heard from her, so I sent a new message in the chat. It’s been another week with no reply. As of today, the last time I heard from the engineer was February 14th.. almost a month ago. I sent in a new message through the support chat and was told that the support person would get an update for me (no update yet),

6
max
Sr. Karbon Community Guide
2 years ago
Terri Warren
Superstar
Terri WarrenSuperstar
posted in Ask a Peer

Team recruiting and onboarding

We have developed a full cycle new hire process within Karbon. For full time employees we have 5 work items that drive the onboarding, training (general and team training), and collaboration with people ops and hiring managers.We have inserted much of what used to be manual into this process, with videos and full instructional tasks, protected what needed to be protected, and automated much of the repetitive training. This process has allowed the orientation team to foster the “welcome to the team” feel with meetings to get to know them, Q&A, meet the team and a coffee shop/lunch type of conversation instead of the stale chats of HR, software onboarding, etc.Interested in hearing what other Karbon users have done to incorporate their team onboarding as we are always looking to improve. 

2
Terri Warren
Superstar
3 years ago
B
Beginner
BCNWINCBeginner
asked in Ask a Peer

New to Karbon

How do I add my clients contacts to Karbon so I can see who they work with and be able to contact them. For example, the insurance agent, banker, CPA, etc. I want to pull up a client and see all related contacts for them. But I have several cleints who use the same people so I want the contact to be able to be on all records for each client.  

2
B
Beginner
3 years ago
kylenecarse
Community Champion
kylenecarseCommunity Champion
asked in Ask a Peer

Client Tasks

We just launched out our annual tax packets to 400+ 1040 clients through the Karbon Client Task feature in the work items.  Two things we are struggling with:Clients completing the task by clicking the check box from the email directly and NOT reading what they are supposed to do. Clients not receiving their original task email.Anyone else struggling with this?  Any suggestions?  

3
max
Sr. Karbon Community Guide
3 years ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Ask a Peer

Looking for a best practice for tracking WIP with flat rate billing with Karbon to TSheets to QBO

We are looking to switch form our current software to Karbon, but the time and billing is hard for me to grasp. Right now we have several flat rate billed clients. We book WIP to the flat rate invoice and keep an eye on our margins. I cannot seem to find a way to do this in the Karbon to TSheets to QBO integration pathway. Maybe I’m missing something?

3
max
Sr. Karbon Community Guide
3 years ago
Melissa_Stout
Beginner
Melissa_StoutBeginner
asked in Ask a Peer

What is your client onboarding process?

We are looking at improving our client onboarding process - high level of the process below.Currently, we launch a couple of onboarding work items and have triggers within that process to create work for recurring services as we are ready to begin that part of the engagement.  The reason we do multiple work items is because multiple teams are involved and some of the work actually happens concurrently.What have you done within Karbon regarding your onboarding that has worked well for your team?

4
Terri Warren
Superstar
3 years ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
posted in Ask a Peer

Who uses soft phones (calling from your computer)?

We use Microsoft Teams to make and take all of our firm calls. I had an idea: what if the phone numbers in Karbon were clickable URLs that opened the default softphone?Would anyone else use this feature?

2
Kaitlyn Porche
Beginner
2 years ago

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