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551 Discussions
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551 Discussions

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Ken RogersRising Star

asked in Ask a Peer

Contacts Best Practices

I am looking at our contacts - People vs Organizations vs Client Groups - and would love to see what others are doing.For people - Are you creating a contact for each person on a tax return - both taxpayer and spouse? For client groups - are you creating a client group for each joint tax return? And then are you creating work for the taxpayer of the client group? For clients with personal and business returns are you 1) adding the person + organization to the client group? And then do you assign the tax return work to the person and organization or to the client group?

4 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Work in My Week when no tasks assigned

Hello.I’m trying to work out why work items are appearing in my My Week, when I have no involvement. I understand that when you re-assign all your tasks that you still remain on the ‘Work team’, but even if I remove myself from work team, the work still appears in my My Week.There are work items in my My Week that I have never had any tasks or emails assigned to me. The only way I can think I was involved as someone tagging me in a comment.Am I doing something wrong?

9 months ago

maxSr. Karbon Community Guide

asked in Ask a Peer

MariaVRising Star

asked in Ask a Peer

How do I manage active users?

How do I manage what users are active or not?

1 year 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?

1 year ago

SmittyRising Star

asked in Ask a Peer

Emails with same subject in Triage

Occasionally we send out mass emails to groups of clients, using bcc functionality in Gmail. However, we’ve found that when clients respond, Karbon groups all of those responses together in a single message in Triage rather than separating them by client. They way that Triage handles these messages makes it confusing to see who is responding to the message and limits what you can do with the message after opening it. I’m curious if others have experienced this issue and how you work around it?

10 months ago

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 year 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?

1 year ago

Christopher T Raines

asked in Ask a Peer

Sending one off emails

Looking for a solution to email clients for reasons not part of a workflow. i run into situations that i need to notify clients for some reason or another. Most of the time is wrapped around a work type. An example would be that need to email payroll clients in New York about upcoming min wage increase. Right now I’m exporting the entire contact list and workflow separately. i then i use a formula to match the client code in both files to pulling the email address. The process always takes me about a hour to send an email.

1 year ago

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 year ago

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?

2 years ago

DianeKSr. Community Champion

asked in Ask a Peer

Client request still asking for a PIN

I sent a client request today and I received an email back from the client asking me what the PIN was to access. I thought all new work was supposed to have the magic link now. When I clicked on the MANAGE CHECKLIST icon, it indeed asked for a PIN. I told the client to use the forgot PIN feature, but this seems odd to me.Has anyone else had this issue come up?

4 months 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?

1 year ago

KamleshBeginner

asked in Ask a Peer

Managing client records

Hi EveryoneWe need help in managing clients records inwards and outward. Client send records by post/email/dext etc. How can we create a records management system? Any idea? With regards Kamlesh Rajput

5 months ago

Ashleigh MuirBeginner

asked in Ask a Peer

Client Task Link Expiring

We have a few jobs checked in for the 2022 Financial year and clients uploading documents to the client task we have sent out for this but the link keeps expiring, does anyone know how to stop it from expiring so the client can always access that same task?

1 year ago

JoyBeginner

asked in Ask a Peer

Using Karbon Time exclusively without Tsheet going forward

Hi, all, I wonder if anyone has stopped using Tsheet and started using Karbon Time exclusively. I have both sync at the moment, but I would like just use Karbon going forward. When I disconnect Tsheet, I cannot clock on Karbon Time. Any idea how to fix this? Thanks,Joy

1 year ago

Ruby EleanorBeginner

asked in Ask a Peer

Client tasks going to junk folder

I don’t know about all of you, but our client tasks are received in junk/spam folders all the time. This is very annoying because they don’t see it!Do you have any hacks/ideas to stop this from happening? Or to help clients find the email?We have added a small note in our booking confirmation email to let them know the checklist may go to their junk folder.

1 year ago

Vinnie StevensBeginner

asked in Ask a Peer

Tag multiple items in triage to one work in one go.

Is it possible to tag multiple emails in Triage to the same work in one go? i know this is possible when done one by one. For example i have had 5 emails from a client that all relate to the same piece of work, instead of individually tagging them each to that work can you select all 5 emails and tag them to the one work?

1 year ago

Rob LileRising Star

asked in Ask a Peer

Date Format Issue

Hi there, I have an issue with date format which seems to have changed for me when I view works in karbon. For me the format is MMM DD YYYY but the same works on my colleagues Karbon shows as DD MMM YYYY.I can’t see where this setting can be changed or why it should be different for meCan anyone please point me?ThanksRob

9 months ago

AntoniyaB.Superstar

asked in Ask a Peer

Recurring annual work - How to easily spot when offboarding a client?

Hi everyone, I’ve come across this a few times and was hoping someone might know a better way of doing this. When I off-board a client, I also set end date to all their active work - pretty easy.However, when I have an “annual” recurring work which has already been completed this year, I won’t see it in my “active work” list, so I need to dig through ALL work to figure out if I do have annual recurring work that I need to set end date to. How you dealt with this situation before and how did you do it? Many thanks for your help in advance!

8 months ago

Ken RogersRising Star

asked in Ask a Peer

New Tax Season Best Practice

We started using Karbon (actually IPM powered by Karbon) in June for our clients on extension and our ongoing accounting clients. For the tax work - we used the Proconnect templates and imported the tax returns from ITO. We are in the process of updating all the tax templates now that we had the ability to work with the system. And that leads to my questions about best practices.Some of the template details will change for us year to year as we plan to have clients click off client request tasks regarding that year’s due dates and pricing. As such we don’t plan on setting up repeating work for annual tax returns. I am curious if setting up work for each year’s tax return is a better idea than having to update the repeating client work each year. It seems about the same level of effort to me, but I just wanted to see if I may be missing a bigger picture on this. A similar but slightly different take on opening tax season - do you create the returns in ITO and then import each year

1 month 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!!!

1 year ago

CarlaCaldwellBeginner

asked in Ask a Peer

How do you manage your Triage?

- Do you manage on a specific frequency? - Do you defer/delegate or reply right away?- Do you utilize To-do's?Share what you have found that works- I love hearing the many ways people do things and always pick up a tip!

1 year ago

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