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Hi, I see on the Karbon release notes that Calendar Integration has launched?But I can;t see anywhere in myweek to ‘Connect to Calendat’It takes less than 30 seconds to set up the integration. Simply navigate to My Week and click on ‘Connect calendar’ and sign in to your calendar provider. Am I just jumping the gun or do I have to do anything to activate this feature?Thanks
Hello I’m looking for a best practice clearing my triage. Tasks that are part of a recurring work and assigned to a colleague will come to me for questions. I can’t assign it to myself, nor add to my week and end up keeping these questions in my triage until I can address them. Is there a better way to handle this situation?
We always strive to improve our customer experience here on the community and so we've made a couple changes. We have moved Product Updates to the top navigation (see top of page) for increased visibility.You can find Product Updates here. You'll notice they have the same "Product Areas" as the Feature Ideas, and an improved Search function as well. We always want feedback on how to make this the best experience for you our customers, so please don't hesitate to comment here and let me know your thoughts and feedback!
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'm familiar a bit with API, but I never worked with webhooks, can any share instructions on how to create one?Here is what I want to do, we have a database (Google sheet & Airtable) with all our clients, and it's intergraded with Poser BI, where we have multiple dashboards in Power BI. Currently, I need to update the database manually, and I'm looking to automate this through a webhook.Thank you
Does anyone have or know of a publicly available video or training materials that can be provided to clients showing how to use/operate client tasks? There’s this page in the support knowledge base, but it’s written from the perspective of a Karbon user, not a client. I’d thought there was a video but I can’t find it!https://help.karbonhq.com/en/articles/1524691-see-your-client-s-experience-of-client-tasks
We are planning a review of our templates and looking to update as needed. Given that there are multple staff involved - it would be create if we could print or download templates into a spreadsheet and make our updates off line before adding online.Is there a way to print templates?
Hello all! We are wanting to move towards use of the time, budgets and future billing features of karbon. When we moved to karbon a year ago we also moved to QuickBooks Online and QuickBooks Time for our time and billing process. For various reasons billing in QuickBooks Online is not working well for us. The main reason we did not initially go with karbon for time was the lack of seeing and editing start and stop times, only having time duration. How do other firms work around this? It seems for DOL purposes that we should have a record of when an employee starts work and ends for the day and has a lunch break, etc. Do you use karbon timeclock for limited purposes and use another app for time for payroll, etc.? Or, am I missing something? Is there a workaround to track/notate the start and stop times? I think I need to show other managers in our firm the positives of having the time entered in karbon for productivity and budget measurement and planning purposes, but I will ne
I am training new team members so our standard operating procedures are quite detailed. For management accounts or year-end - I want them to run through a detailed checklist like so…. I have one test job open for management accounts and of course every task appears in my ToDo list which is horrifically overwhelming with just one job open!! I've created each of these checks as subtasks hoping they would not appear in the Work List but here they are! It will be unworkable if I roll this out. But if I set all the steps out in the notes - the person doing the job has nothing to check off and I have no way of knowing if they've considered every step without micromanaging the work.The only solution I can think of is to change the colour of the text of the steps actioned. But the visibility of that is lost when you come out of the task. I can of course opt for a much smaller list of headline tasks which would be much less overwhelming but then where do you put the detail of the SOP in a
In reading some of the Time and Budget posts, it seems that some firms are using the Time and Budget feature and they are not connected to QuickBooks Time. I don’t know that for a fact but that is the impression I get. Is that possible?I initially started the setup for the integration but never completed it. When I go to disconnect the sync I get a message that I will no longer be able to track time in Karbon. My thinking was to get more comfortable with the Time and Budget features before turning on the integration.I would appreciate any clarification on this. Thanks all!
Well… to put it mildly 2020 has been quite a year!We are planning a series of webinars to review the year in accounting, and predict what lies ahead in 2021 and beyond. The biggest issues, trends, challenges, opportunities and recommendations. And we’d love to give you the chance to share your voice. If you’re interested in being included on our panel of firm owners and practitioners from around the globe, please let me know in the comments below by providing a few sentences on why you'd make an excellent panelist. This is a great chance to get in front of a worldwide audience, give your practice some exposure, and share your opinions and insight with others.Alternatively, if you have a particular topic or question that you’d like the panel to discuss, I’d love to hear that too!
I use Volume of Emails in Triage as a way to monitor if my team is getting through their daily traige. I really push the message that triage should be cleared out daily.Being a leader who tries to lead by example, I make sure that my traige is cleared daily -- with the exception of vacation, I make an effort to clear daily.So I go to check the leaderboard today and I find that I’m leading the pack on the number of emails in triage...92 emails! I can count cleared emails and I know that at no poinit this week have I had 92 emails in a day or even during the entire week. How is this metric being calculated and when is the data polled to update the Insight?
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?
Are you interested in featuring your firm and being quoted in our next Karbon eBook?In our previous eBooks, we've always made an effort to get input from our community and experts who are leading the way in each topic we explore. And we'd love to do the same for the next one.We're a couple of weeks away from launching our next eBook: ‘The Process Playbook: Your blueprint for standardizing, optimizing and documenting your accounting firm’s critical processes’We'd love to hear your insights and feature them in the eBook.Themes include:Why you think standardizing and documenting procedures is important How you've tackled the process of standardizing and documenting your firm's procedures Why you've taken on the task of standardizing your firm's processes What's worked, what hasn't Anything else you'd like to add about the topicYou can share your insights as a reply to this message, or you can email me directly at email@example.comCheers
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).
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