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@Rebecca Williams, here’s what I’ve been thinking about as far as building a training and development platform for my staff. I would love to get your (and everyone else’s) feedback and suggestions.GoalCreate a self-sustaining system of training that brings entry-level staff from no knowledge to baseline proficiency in all aspects of the firm within one year.Rough DraftI believe in the value of deep (focused) learning and have also read and experienced the benefit of scattered or randomized training. Deep learning develops specific skills while scattered learning helps with synthesis and understanding the impact on complex system in which one skill resides.We want to design 40-hour training weeks (deep learning) and 8-hour training days (random learning) to teach one of each of the eleven specific skills we utilize in our firm. After their first year, they will start specializing in areas of interest and/or in the areas needed in the firm.The first 52 weeks would looks something like th
What scheduling software do you guys use to set up recurring monthly or quarterly meetings with clients? Is there a good option out there for accounting firms, or any business that has regular client meetings at the same time every month? (or is that just us?) We’ve been using Acuity/Squarespace but don’t like a lot of the functionality. We were looking into switching to Calendly but they don’t have seamless recurring meeting functions.We’ve previously used Google calendar and liked their recurring function so now that they have an Appointment booking function we were going to switch back to that. Since we currently use Google Workspace for many other things, switching back to them makes sense pricing wise, but they don’t have the ability to let clients reschedule their own meetings using the booking page as needed if you set them up manually as recurring events. At least, not that we can tell…(we’re testing it). Now, we’re on the hunt for a good recurring booking scheduler, and we nee
I love the development we are seeing in Karbon, its brilliant but i have a slight irritation. The time difference between being told a feature is live and the planned webinar on how to use it. Prime example is last night OneDrive went live, brilliant!! Been waiting on this and very pleased it’s here. when’s the webinar explaining it and how to use it? A WEEK later! Thats so irritating! Am i being unreasonable or do others which the resources were available on the day of release so that those of us eager and waiting can setup and implement immediately?
I was wondering if there is a way how to filter work items by roles, for example bookkeeper? I would like to have same view as when you filter all work by client manager role (which means you get work items assigned to CM and work items not currently assigned to CM).Is this possible?Thanks.
I have not been able to find a way to successfully do this yet - any tips and tricks are appreciated! I would like to send our checklist one task section at a time so as not to overwhelm clients. Has anyone encountered how to automate sending the next section to the client once the preceding section is complete? Thank you!
Wondering if anyone has encountered this issue: I have a repeating work that shows up on my list of work for a client. The issue is when I go into the POW, the Repeat field is blank. It shows not repeat schedule. Nor does it allow me to set up a repeating schedule. I’m not sure what happened. Any ideas?
I’ve got an idea where when a work item hits a certain stage, such as:Books closed each month; Tax return in for review; Tax return ready for signature; etc.That an email automatically sends to the client.Currently for our month-end close work item, I’ve got a client task as the last section so that the bookkeeper can send an email to the client saying their books are now closed. On top of this, even if it’s not possible to automatically send this when the last internal task is completed, it would be awesome to send the notification but without an actual client task. More like an email being sent but associated with a specific work item. That way the client doesn’t need to login and mark off the task. I was looking through the API documentation to see if there’s a way to send an email but it doesn’t look like it. That might’ve worked because the email would be associated with the work item it’s being sent about to notify the client of a change in the work item status that they may wa
Before yesterday afternoon the side menu was always visible and I had the option to click on the X and hide it. Now the menu never appears and in order to see it I have to click the 3 bars at the top left. I don know what happened that changed it and I don’t see a way to change this. Can anyone help. Thank you.
I’m aware when a contact or organization is set up with an email address, and someone emails from that address, that Karbon auto-tags with the contact or organization.We can have multiple people from an organization email us. The way we currently have things set up is the contact is associated with the organization but when they email in it doesn’t tag against the organization. I’d like to see it tagged to the organization because then it consolidates all communication under the organization. Especially because in almost all cases for bookkeeping, the work items are created under the organization, not the contact. I know that when you add a contacts email address under the organization, Karbon wants you to associate which is the primary for that email address - the contact or organization.So, i’m wondering if anyone has a best practice for that auto-tagging of the organization if an email address is associated with a contact. I’m finding I have to manually add the organization for cert
I noticed that in My Week work is categorized by work type, but sometimes there’s an “Other” category. “Other” includes a variety of different work, and in our case, it is not because of Default work types. Can someone explain why (or How) My Week chooses which work types each colleague is able to filter by- seemingly regardless of how much work they have to do in that category?
Our firm has a client where paint sub-contractors paint apartment units. The general contractor gets the bill from the subs and forwards that to us, we take the information and key it into QBO and our client’s vendor portal for invoice payment.I would like a little app that receives the information from the painters and spits out an import file for QBO and an import file for the vendor portal.Has anyone done something like this? Do you have this capability in-house or have you worked with a contractor to get something like this up and running?
Two current issues with Notes and My Week:When creating a Note, there is no way to add it to My Week. In My Week, the three dot menu button for an inactive Note gives a dropdown menu to move it in My Week; however, when you make a note active by clicking on it, that same exact three dot menu button gives the Add/Assign/Rename/Delete dropdown menu. It seems in My Week, those two menus should be merged, so that the menu options to move an item in My Week are also in the Add/Assign/Rename/Delete dropdown menu.
Hi there!I’m new here to Karbon Community. I’m trying to figure out how to make a preferred email for a client be set as the default. Meaning, if a client has multiple emails saved in their details tab under their contact card, is there a way to make one email set as default? I tried playing around with it and it appears that Karbon’s settings are set as the first email you’ve entered in the client’s contact card is set as the default email and not being able to alternate the default email without erasing both the emails and re-entering them. (This is under the assumption that multiple emails are saved under the same contact card) Does anyone have tips or knowledge for this?
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