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1,006 Discussions
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1006 Discussions

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MariaVRising Star

asked in Ask a Peer

How do I manage active users?

How do I manage what users are active or not?

2 years ago

Mike LiangRising Star

asked in Ask a Peer

Role and task types

When it comes to time charging against a specific work, the role available for selection in the drop down list should be limited to the role pre-set in the work. Same concept should be applied to the task types as well when charge the time to a work. This way will save time of staff to select from a long list with irelevant items, and most importantly, it will prevent staffs from mistakenly selecting wrong role etc.

2 years ago

Curt MastioBeginner

asked in Ask a Peer

Capacity Planning for Projects that Span Multiple Months/Weeks

Has anyone been able to figure out how to adequately do capacity planning when a work item starts in one week and isn’t completed until the following week? For example, if you set up ‘Month End Close’ in a given week but the work will actually span two weeks, it will allocate the entire budget to that week which overstates your workload.I believe this can be solved by pulling in the actual number of hours booked against a work item during a certain time period as a filter in the work screen but it doesn’t seem like that’s a possibility. Am I missing something or is there no way to filter on the time entry dates related to work items in the work screen?Edit: Another thing that would be helpful is to be able to see the budget allocated only to a particular person in the list view as well as the time booked against that budget by person. Is that possible anywhere?

2 years ago

Marjolyn NobleBeginner

asked in Ask a Peer

How to manage repeating jobs for Monthly IAS's but Quarterly BAS

Can anyone share their procedure on how to create repeating jobs for monthly IAS reporting with Quarterly BAS. In XPM we had set up 2 x Monthly IAS’s with a place holder which repeated quarterly and Qtryly BAS, I cannot seem to get the dates for the correct periods doing this in Karbon. Sorry if this has been asked before I could not see a similar question.

2 years ago

TNA LLPBeginner

posted in Ask a Peer

Types of work pieces - accounting firm

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.

2 years ago

AntoniyaB.Superstar

asked in Ask a Peer

How to you encourage your team to keep on top of their Triage and To Do list?

Hi guys,It’d be great to hear your personal experiences. Especially when it comes to Monthly recurring work which includes a number of tasks to be completed, sometimes To Do lists can become quite chunky (although can be cleared very quickly and easily usually).

2 years ago

Ian DurrellBeginner

asked in Ask a Peer

Making emails private after making them @all

I had an email that I tagged to @all but then decided to make it private. I assigned it to my contact which is private but the email remained visible to everyone. Is there something else i should have done? Thanks Ian

2 years ago

Victor ZhouBeginner

asked in Ask a Peer

To-do-list Report

I want to export the completed “to-do-list” for particular employees. Does Karbon provide such function?

2 years ago

Mike LiangRising Star

asked in Ask a Peer

Team role in Karbon

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

2 years ago

Marie CelentanoBeginner

asked in Ask a Peer

Repeating work

Is it possible to repeat work to occur only on weekdays, Monday to Friday? The option to avoid weekends create a duplicate work item to fall on the Friday

2 years ago

cathy.imesBeginner

asked in Ask a Peer

Is this report out there?

Looking for a report that can be sorted by colleague on amount of emails received and the response time for those emails. Trying to measure the response time for customer service (rec’d email then how long did it take for that colleague to respond to the email) ….using as a training tool.

3 years ago

Erin JamisonKarbon Team

asked in Ask a Peer

Question for everyone: How do you prepare for an upcoming tax season?

What are some things you and your team do to prepare for tax season? Or better yet, what are some tips you’d share on best preparing for the upcoming tax season? If you’re interested in learning more about what you can do to prepare, join us for our webinar on planning for a successful and stress free tax season. The webinar will be covering:A blueprint for a successful tax season, covering planning, execution and review. Techniques to obtain client documentation and details in half the time Methods to plan capacity throughout your team to ensure work can be completed on time Best practices for collaboration, handoff and ownership

3 years ago

JoyceBeginner

asked in Ask a Peer

Alerts! I am getting alerts that emails are not being sent - do you know why

we are getting alerts the messages are not being sent to any of our clients. does anyone know why this is happening:?

3 years ago

Ian VacinKarbon Team

asked in Ask a Peer

Question for everyone: Interested in billing rates and/or fixed fees per service by geography?

In working to get Time & Budgets up and out of the door, we sent out a survey to understand what billing rates were by role and the related fixed fees charged per service provided. We have that information across different geographies and firm sizes. Thank you all for participating to provide some understanding so we could set some default rates and details within Karbon. Would it be of interest to post those results here? I would love to hear from the community how those averaged rates and fees differ to your own. There appears to be quite a lot of variation from the data. In addition, is this something you would like to see/learn more from us in terms of the underlying research that we do? Let us know!

3 years ago

AHJohnBeginner

asked in Ask a Peer

Karbon API Update

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.

3 years ago

yanqiBeginner

asked in Ask a Peer

Can not log in karbon account

3 years ago

Matteo MuiaBeginner

asked in Ask a Peer

HR Management

hello everybody!what is your best practice for managing employee in Karbon.What I’m trying to achieve is to have for example, the list of asset give to the employee, the contract, the details of the employee.Thank you for your time

3 years ago

Kim ClemmerSr. Community Champion

asked in Ask a Peer

Workaround for Semi-Monthly/Monthly Recurring Payroll Jobs

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

3 years ago

Lachlan MacindoeKarbon Team

posted in Ask a Peer

Vote for Karbon!

Voting is now open in the AccountingWeb Software Awards, and we’d love some help from the Karbon Community to vote for Karbon in the practice management category. https://www.accountingweb.co.uk/software-awards/practice-managementIt takes literally 20-seconds… you just need to select Karbon, provide an email address and submit. Thank you!

3 years ago

Gary WoodRising Star

asked in Ask a Peer

Email (Triage) > Workflow, or Vice Versa

A) Did you originally choose Karbon for improved email management (Triage), and stayed for workflow management?OrB) Did you originally choose Karbon for improved workflow management, and stayed for email management (Triage)?

3 years ago

ctindallBeginner

asked in Ask a Peer

Technical Question on Budget to Actual Time Exporting

So I have a subcontractor that I’m compensating based on how well he does budget to actual and we’re trying to find an efficient way to track through Karbon.I’m trying to find a way to easily export the budget to actual time for 1 employee over a certain time frame across all jobs they worked on that are now completed. I think we’d have to set it just for jobs that closed during the period so we’re not double counting across periods. I’m not sure if just creating a custom work view could yield this, since he isn’t always the assignee at the end of a job, and it doesn’t break down budget to actual for that particular assignee. Is there an easier way to do this than just hand-downloading the budget to actual data on each work item he works on and aggregating in an excel workbook?

3 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

Timesheets for Payroll

We are using Karbon’s time entry 100% now for billing and for hours to pay our hourly people from.We run payroll on a bi-weekly schedule and I was wondering if there was a way to filter time by our pay-period instead of by week, in a format were we can total hours in the period?

3 years ago

DianeKSr. Community Champion

posted in Ask a Peer

Anyone else need a setting to filter out the clients you have marked inactive?

Does anyone else need a filter setting to remove inactive clients from your search view in Karbon? I would like the ability to turn this feature on and off. Most of the time I just want to see active clients, but occasionally I need to see an inactive client. If this is a feature you would also be interested in, please go to Help and Feedback - Have an idea that will make Karbon even better and request this feature. They really listen to your suggestions and try to add as many as possible.

3 years ago

CuanBeginner

asked in Ask a Peer

Workflow & to-do date & status automation

Hi all!!! This is a two part questionI know that you can automate a workflow to set a due date and status, is there a way to automate the To-do date of a section/task in a workflow? To give you and example of what I want to achieve - there is a section in a monthly workflow that is assigned to a colleague - I only want this section to show in my colleagues To-do on the 29th of the month, and change the status of the tasks in this section to “in-progress” at the same time, using automators. I have a couple of monthly clients and their workflows start on the first of the month, but have approximately 10 - 15 tasks each - so you can imagine what my To-do list looks like on the 1st of every month. again - is there a way to automate the to-do date of a task in a workflow. If not - have you encountered the same issue, how have you negated it - apart from moving 300+ tasks to the desired To-do date on a monthly basis?

3 years ago

grgpennBeginner

asked in Ask a Peer

red dot on Triage

Is it possible to turn the red dot that shows on the upper right corner on the Triage button on or off?I find that I’d like to have that red dot hidden. As when I’m working in Karbon sometimes it distracts me to see that red dot there and I feel compelled to click into the Triage when in fact it would be best if I would just stick to the task in front of me.

3 years ago

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