Ask a Peer
Connect with other Karbon users and industry professionals
- 468 Discussions
- 1,997 Replies
I know Karbon encourage to use note for internal communication. However, I noted that if a colleague send note to another colleague, the note is visible to all colleagues. I hope there is something I don’t know so that colleagues can confidently send note to each if it is a bit more privacy information/communication. If no way to get around, I will lodge an idea to the feature Idea. Another thing is the comments under a work/contact which is a private contact. I think Karbon needs to be fix is that, if I @ some colleague in that note/following comments. The colleagues should only see that specific comments/note I @ them. They shouldn’t be added to the contact/work as they will see all future Commnications not as intended. (I know when I @them, there is a reminding message from Karbon, but this is not helpful, especially when someone is careless or overlooks it). Currently, to avoid that, the only way is to send an email to the colleague separately, that will break the intuition and dec
I’m making a serious effort to familiarize myself with My Week. My team is new to Karbon in general and I juuuust taught them how to manage their To-do, but since that’s getting replaced, I want to tell them to abandon that and get started using My Week ASAP. However...I can’t figure out how to solve a few problems. Two of the issues are actionable Notes and Emails. I encourage my team to be Inbox Zero, so I’ve drilled that they need to put reference info on appropriate Timelines and actionable items in as To-do (if it’s short term, like within the week) or as Work if it’s a long-term or repeat project. So, if a client emails an updated ACH form that needs to be applied to their recurring invoice from us, then that email gets assigned as a To-do item, so I will remember to apply that change in the very near future. Where on Earth would I find that if I don’t have To-do? Also, with To-do I can assign the To-do date for tomorrow if, for example, I know I am slammed with meetings today an
Best practice for work items: I would like to understand the best way practises setup tasks for clients to manage clients and internal staff. i.e. Bookkeeping (do you create the tasks split or in one job) i.e. Bank reconciliation, DEXT, VAT, CIS etc or run these as all separate jobs which will clog the jobs board up very quickly however dates won’t get missed. How is the task tracked again time and budget if these are separate jobs but one costing to do the worki.e. Payroll (collate and run payroll and then file EPS) but with different deadline dates to process payroll and the file EPS. I would welcome and thoughts and support. Many thanks, Jeremy
Let me start by saying that I love Karbon… I’m constantly defending it while having discussions with my team, but with the immense growth we’ve experienced during the past couple years it’s getting more and more difficult to plan adequately. At the moment we’re very “project based” with our work, that means tax returns, monthly bookkeeping, attest, one-off projects, monthly CFO work is all contained within its own project, from start to finish. The issue we’re running into now, is that multiple team members may have a function within one project. Those functions may overlap or be staggered in time. As an example, a tax return project may have time inputs of: scanning - 30 minutes, preparing - 1 hour, reviewing - 30 minutes, assembling - 15 minutes, etc.. Now we could budget based on roles at the time we create the project, but that only leaves us with a view of the overall time necessary by the statutory deadline, it doesn’t help while trying to capacity plan on a daily, or weekly bas
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
Hi Karbon Community,We have started doing some marketing, and I’m not sure that our marketing firm understands how to market for accounting firms. I’m looking for someone who will outline what we need to do to build a marketing engine.I’m curious if anyone is using a marketing firm that has really figured out how to market accounting/bookkeeping services.
As my firm tries to transition from using the Todo to using My Week we’ve run into a pitfall: members with the most tasks/work items due are struggling to find a practical way to keep up with their work in the My Week format. It seems as though we’d have to go and change all of our Work Items to unique Work Types in order to somewhat minimize the clutter, but other than that we are at a loss.What is some advice on a seamless transition to My Week?
Hi Everyone. A quick question regarding bookkeeping pricing. We are finding our current method inefficient, in terms of 1, actually calculating what the fee should be, and 2, trying to ensure the price is a true reflection of the work undertaken. We use GoProposal, and our fees are set up using the following line items:Invoice processing fee - Fee based on no. of invoices processed.Bank rec fee - A fee for reconciling the bank rec each month.VAT return fee - A fee for producing and submitting the return. Could anyone share how they price these services and any tips you have found when pricing bookkeeping?Thanks in advance.
We are always looking to improve our processes and I was wondering how other people handled printing client tasks. Ideally, we would be able to use Karbon as a tax organizer but with the number of hoops we have to go through to extract the information it isn’t ideal.Currently, if we want to use a client task as part of a workpaper, we have to take a screenshot/snip of the page, paste it into Word and print that to pdf. It is inefficient, time consuming and doing screenshots can increase the file size drastically. We don’t love any of the other options available to us for client organizers and if we could do it through Karbon it would be amazing.(Yes, we have sent this suggestion in to Karbon many times through the feature request)
Its not unusual for me to have some micro task I need to look into this week, but it isn’t directly associated with a piece of work or an email that I can then have in My Week.I have created a To Do item assigned to myself with a for tomorrow, due end of week, but there’s no option to add it to My Week from that spot. I have to go to my To Dos, look for it, and THEn assign it to My Week.Anyone have a workaround that isn’t quite so labor intensive? Am I missing functionality somewhere?
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?
The team is required to maintain their continuing education, for example QBO certifications. I feel like there needs to be a piece of work for each team member for their certification, but who is the client for that piece of work. If I create an internal client that the team has access to and can create work under, then all team members will have access to the emails/work for each other and their certifications. I’m not sure how I feel about that. There may also be other work that needs to be tracked that would go under that internal client.Does anyone have any ideas or can share how they are handling this?
I know there’s probably a ton of HTML weirdness going on under the hood that I won’t even pretend to know about, but the size of the window when reading an email in Triage seems inconsistent and unpredictable, especially with emails that have large images.The window will expand to accommodate the entire image, then shrink back down to the height of maybe 8–10 text lines, which feels cramped.Other emails, usually newsletters with many paragraphs of text, will expand to scroll several pages and never shrink back down. I have to scroll all the way back up to reach the controls to clear or otherwise manage the email.As far as I can tell, there’s no way to expand or contract the window or predict when one email window will expand or contract. This can make managing Triage, especially from non-contacts, a bit of an unwelcome adventure.
We’re trying to get a handle on our non-billable time, and we notice that Karbon counts 100% of the time as billable. After taking a closer look, we found that the timer has by default a task type of “none” which is billable - this is where the problem lies. There is no place where we can set up Karbon to memorize the last used option, so the timer will always jump back to “none”=billable. Is anyone using Karbon time to track billable time? If you do, how do you resolve this issue? It’s too big of a burden to ask the staff to choose every time the task manually.
Already have an account? Login
Use your Karbon account to log in to the Community.KARBON LOGIN
Log in to the Karbon Community
Use your Karbon account to log in to the Community.KARBON LOGIN
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.