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762 Discussions
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762 Discussions

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Curt MastioBeginner

asked in Ask a Peer

Project Manager Role/Job Description?

Hey All -- hoping to solicit some feedback from the group from folks who have someone at their firm in a “project management” type role.In an ideal world, I would want someone to be the owner of all things Karbon and fill a project management / account management role to augment our client services team. For those of you who have someone in that role in a dedicated capacity, how do you define their day to day responsibilities? I have a general sense of what it might look like (see below) but for awhile now I have struggled with how to properly articulate the job description. A sample list of the representative responsibilities would be things like:Assigning workload / capacity management of team members’ work Monitoring and ensuring delivery of client deadlines Scheduling / planning new client work Oversight of Karbon hygiene (making sure due dates are set appropriately, statuses are being used appropriately, etc.)We are a team of 20+ and have used Karbon for a few years now. Up unt

1 month ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

How many Work Statuses (Sub-statuses) do you have?

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)

3 months ago

FischbooksRising Star

asked in Ask a Peer

CBC-OfficeRising Star

asked in Ask a Peer

Email's in To Do when updated to fully using My Week

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

9 months ago

Bec JohnstonBeginner

asked in Ask a Peer

Quarterly management accounts

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?

5 months ago

ARTBeginner

asked in Ask a Peer

Timelines & Tagging

I am incredibly confused with how correspondence is saved to timelines. My understanding is that if an e-mail is received from a certain client (e.g. a corporate entity) it will only be automatically saved to the timeline if it is from the primary contact. There are other people that I send e-mails to in the organisation and I would have thought that their correspondence should be automatically saved to the organisation timeline, if I set them up as a contact? Apparently this is not the case and Karbon is designed like this on purpose but I don’t understand why? Therefore, it becomes a manual process to remember to save e-mails to timelines which is likely to lead to things being missed. Perhaps, I am missing something?Also, in addition, if you are looking at an entity timeline, is there a way to filter out the correspondence from a certain department that you don’t want to see?

22 days ago

Tasha HardingBeginner

asked in Ask a Peer

Spam Emails not in Outlook

I have noticed I have emails showing in my triage that are not showing in my outlook? I have check the spam/junk account and they don’t show there in outlook either.Any idea where these have come from and why they would show in Karbon triage?

2 months ago

Trevor SunnyBeginner

asked in Ask a Peer

Unable to submit and confirm the TIME ENTRY.

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.

5 months ago

Deidre Magee-ReyesBeginner

asked in Ask a Peer

Modifying an existing automated email in Client Task

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!

7 months ago

Jeff JobsonBeginner

asked in Ask a Peer

Canadian Personal Tax Work

I was wondering if anyone has a best practice for setting up personal tax (Canadian T1) work for families. Do you have work setup for each tax return that is being prepared or one for a family? We find it easier to track them all if there’s one for each, but have always wondered if there’s a better way for a family. Thanks!Jeff

2 years ago

Marie CelentanoBeginner

asked in Ask a Peer

Editing Repating Work Items

If i create a work item using a template, customise the tasks to fit my clients needs & then create a repeating schedule, what happens if I need to update tasks etc within this work item? Example, if a process changes, how do i edit the work item and ensure the updated details are carried forward on each work item within the repeated schedule?

2 years ago

CandyBeginner

asked in Ask a Peer

Anyone else's Triage not updating your email?

Our team hasn’t had any email come into triage in an hour. We all compared by opening our google mail accounts. Is there a status page somewhere? I checked Twitter, but no mention.

2 years ago

NancyRising Star

asked in Ask a Peer

Outlook Emails Intermittently Not Pushing to Karbon Triage

One of our team members is not receiving all of his emails from his Outlook inbox to the Karbon Triage and we can't work out why.He has been receiving them just fine for quite a while and then recently noticed that there were a few emails from clients that have intermittently not been pushing across. Is anyone else having this problem?

2 years ago

AndrewBeginner

asked in Ask a Peer

Recurring jobs - dates not correct

Hi all, I’m new to Karbon and have been using it for a few months now for job tracking - going well. We are now about to venture into the next phase which is recurring jobs, particularly for Quarterly BAS and monthly IAS. So I have a job in the system for the September 2021 BAS for a client. Job starts 1/10/2021 and finishes 29/10/2021 (being the end of the month on a weekday). I go to create a recurring quarterly job using this job and selecting “quarterly” as the repeat settings. Looking at the repeat preview the first BAS job is Jan to March 2022 (completely ignore December BAS) and the job dates are starting 31/12/2021 finishing 28/04/2022. So the problem is the job can’t start 31/12/2021 as the month hasn’t even begun then - the job should start 01/04/2022 but I can’t for the life of me find a way of changing the start date on the recurring jobs? I’m clearly missing someting - HELP!!! :)

2 years ago

Emily WilsonRising Star

asked in Ask a Peer

How are you managing internal supplier correspondence?

We have set up a few internal clients such as ‘Evolve HR’ and ‘Evolve Software’ then we have work items named such as ‘John Smith Annual Review’ (for adding notes through the year) and ‘Xero’ (for general correspondence with our account manager, for example). For things such as a stationery supplier, is it worth having a ‘Evolve Suppliers’ contact with each listed and tagging in the work item for that supplier or area of the business (e.g. stationery), or are you relying heavily on the search function and simply clearing these emails (e.g. a order confirmation email)? I’ve heard the search function has changed recently and perhaps isn’t as useful as the last search function. We’re very new to Karbon and don’t want to create work for the sake of it! Guidance appreciated on how your admin department are working this. I’m finding internal work isn’t as straight forward as the client work so am trying to guide our highly organised Practice Administrator as best as possible! Many thanksEmil

2 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.

2 years ago

Terri SvihlaRising Star

asked in Ask a Peer

How to do follow up in karbon

I would appreciate ideas on how to use karbon for follow up. I am a new user. Example, if i assign an email to a staff member, I would like to have a follow up reminder so that I can check that the email or task was in fact completed by the colleague. How do other users use karbon tools to follow up on things that are delegated but need to be verified for completeness?

2 years ago

Melissa_StoutBeginner

posted in Ask a Peer

New employee Karbon training

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 .

2 years ago

ollieBeginner

asked in Ask a Peer

Searching by client references and UTR numbers

Does anyone know if there is a way in Karbon to search by client UTR or client references, such as Company Number? We are trying to work out a way of doing this in Karbon, but it doesn’t appear that you can search by client references at the moment

1 year ago

Kaitlyn PorcheBeginner

asked in Ask a Peer

Font Color of Statuses

Does anyone know why some of the statuses show up as green and others do not? What designates a status to show up green or not? I have attached a screenshot for reference.

2 years ago

Maya PallottaBeginner

asked in Ask a Peer

Most recent contacts

Does anyone know if it is possible to filter your contacts by added most recently? Thank you in advance.

1 year ago

CoralSuperstar

asked in Ask a Peer

Time and Budgets

How do others use time and budgets? I’ve been using the timesheet function since April and staff love the timer feature - but I’m not sure on how to do the budgets and would like to understand it better. At the moment, all of our jobs are showing as being over budget.

2 years ago

Kim ClemmerCommunity Champion

asked in Ask a Peer

Workaround for recurring semi-monthly/monthly 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

1 year ago

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