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Anyone know how this reminder works with different client request item due dates?I checked the help files and they do not seem to address if you have more different due dates for different client request items (we make the tax questionnaire due before the documents).Do the reminders go based on the earliest due date? What if there is a client request without a due date? The instructions in the blue box say to add due dates to all tasks. What happens if the due dates are within 7 days? Does the first reminder get skipped or just go to the back of the line?I will test this, but I’m curious if anyone knows so I can get my answer more quickly. 😊It would be cool to get clarity in the help docs, too @Aliesa Jackson. 😁
We have…Planned: 3 sub-statusesReady to Start: 1 sub-statusesIn Progress: 7 sub-statusesWaiting: 8 sub-statusesCompleted: 2 sub-statusesTotal - 21 sub-statuses4 of these are very unique, relate to Sales Work Type only.Our Annual Compliance/Tax Return Work Types use almost all of these, and then other types of work use only a few.Sometimes I want to add more but wonder if that’s doing us a disservice, it also makes filtering difficult.How many do you do? (AU/NZ Weetbix reference)
When we finish a year-end, for example, we send the communication via HubSpot email template. We then have to manually go into the Karbon ‘sent’ items and add that email to the client workpiece and timeline. Is there a way to automate this that anyone has uncovered? It seems like in Zapier the only available options are: Trigger for when a new contact is created Trigger for when a contact is updated Trigger for when a new organization is created Trigger for when an organization contact is updatedBasically, the end state we are searching for is:Email is sent from HubSpot to client X email X is associated with client X + organization X, and is added to the organization timeline. We don’t mind if it isn’t added to the specific workpiece, but that would be an added bonus! Any help would be greatly appreciated.Are there any product updates in the works for email templates within Karbon, or some tracking so we can tell if task lists have been opened? Cheers,Sean
I can’t find an answer anywhere for this question I have. I know To Do is going & will be replaced fully with My Week. I am loving My Week & the only reason I am hesitant for the full move away from To Do has to do with emails sent from clients that are assigned to me (or others in company). We do bookkeeping solely and clients will email invoices & receipts, these get assigned to the person that works on the particular client’s work & connected to the relevant checklist. All fine with My Week & how it works.However, two points in which I utilise the To Do screen.When we get to the bookkeeping work these invoices get forwarded to the clients accouting file (MYOB or Xero), forwarding these from the work timeline resets to the top of the timeline EACH TIME an email is forwarded, which when these emails are forwarded from the To Do screen view it doesn’t move the current screen view. In the To Do screen (filtered by client/work & emails) there is less chance of an
Hello, we’re new to Karbon (and I’m new to accounting!) and I’m in the process of setting up Karbon for our firm and having a pratice with the work templates and dummy accounts. There’s a template for management accounts however its on a monthly basis. Do you know if there’s a quarterly option?
Hi everyoneI wanted to ask how others handle re-assigning Works please.We are changing our workflow so that the Work reassigns using automators once someone completes their section.(based on valued advice from the Community :-)However, if the last person the work is assigned to is say me and it stays that way once the work is complete, then will the next repeat also be assigned to me, rather than to the first person in the cycle?Do we need to put in an automator at the beginning of the Work to ensure it is assigned to the right person? Or to do that at the end of the previous Work so that the repeat picks up the right person to start the Work?Would appreciate your thoughts.Thanks!Rob
I really need you to fix how My Week handles recurring events in Google Calendar.If I edit a recurring event in Google Calendar, My Weeks creates a duplicate: the original and the edited version. This should not happen. If I delete an instance of a recurring event in My Week and select “All events,” i have to “Sign In With Google” again. This should not happen. If I delete the recurring event in Google Calendar, the My Week events—original and duplicated—remain. This should not happen. Once I’ve signed in with Google again, only the single occurrence—not the entire series—I clicked on is deleted. This should not happen, and it is—as far as I can tell—impossible to fully delete all instances of a recurring event.All these errors make for a very cluttered and frustrating My Week calendar integration experience. Something is off in the integration, and it has been for months now.
I am not able to submit TIME entry in karbon. Below is the error that pops up and the screenshot of the same;This date is within a locked time period. If you need to add a time entry on this date, contact your Timesheet Admin.Kindly help!Thanks in advance.
Question for the community: I’m implementing a sort of response time service level agreement where certain levels of service have quicker responses. Has anyone implemented this in their firm?If so, have you implemented something in Karbon to manage this? If so, interested in sharing? 😅
Hi Everyone,I’m sure this is easy, but as a new Karbon user, who the Karbon Academy designates an “Expert”, I cannot find a way to get an email, that is a template in a Client Task, to be permanently changed. Someone last year put the phrase, ‘2021 business tax return...” and each time I have to go in and remove 2021...EACH time! Can someone give me a “how-to”?Thank you for this!
Hi all, I’m trying to review some team members’ productivity on tax returns. I’d like a report summarizing, for a given period:Team member Work completed Time budget Actual time I tried doing this using the Completed work filter. This doesnt work because ultimately all tax returns get assigned back to the admin team for signing and filing, so when they go into completed status they’re no longer assigned to the preparer. Am I missing how to do this?
Does anyone use work/tasks for internal projects? Do you add your firm as a “client”? So the work can be created?Example: if we had a repeating work card for invoicing clients, a junior internal team member compiles the completed client work into client invoices, and we have senior internal team member review before sending invoices to the clients. Would make sense to have this be a repeating “work card” so this can be tracked. And if one of the team members moves on their “tasks” can be reassigned. Does anyone handle internal work this way and if so do you make your firm a “client” for the section “who to bill to”?Does anyone do something different than make a “work” card for internal work?
I have cleared an email from Karbon no less than a dozen times. It keeps popping back up in my Triage….It’s not because I am being tagged or someone is replying to the email, it’s the same thread with all of the same info and it just won’t stay away. Its very frustrating. Thank you!
We have recently started using Karbon. The Work Templates are generally “Completed” by the admin team eg when returns are lodged We are wanting to report on how many Jobs were completed by the accountant who prepared the job and it doesn’t appear you can filter by a role. When use filters on completed and assignee it is listing the jobs as the role that completed/the Karbon job which is generally not the person who prepared the work. Anyone having this issue or have found a work around?
I am finding that in My Week some of the work that has the same status is showing up under duplicated statuses. The work is not duplicated, but some work is showing up under the status in one section and some with the same status in another section. Any thoughts as to why this is happening?
I’ve challenged myself to only send emails generated from draft. I tidy them up and change them if needed, but I’m trying to learn how to prompt the AI to get what I want quickly. Overall, it’s been surprisingly helpful with some hilarious flubs.I have not started experimenting with the email item in a work item that generates from a predefined set of prompts, but I think that will be amazing based on what I’ve seen so far.I’m curious how others are using the AI? What makes you love it? What makes you hate it?@Silvia Evans, I saw your post about it here:I’m curious what about it you love. 😁
Hi! We are still testing Karbon and loving it so far. I am interested in what you as current users would have done differently in establishing your database now that you are living in it every day? Any feedback is greatly appreciated!
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.
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 .
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