Ask a Peer
Connect with other Karbon users and industry professionals
- 551 Discussions
- 2,377 Replies
Client request - Copy list of tasks to excel
Is there a way to copy all tasks in a client request to excel (or word doc) other than going into each task and copying them one by one?A client is having trouble using Karbon and we need to request information from them ASAP, how can I copy the tasks in one shot to place in a regular email?
API rate limiting questions
Hi Karbon community & API users - The Karbon API is growing in popularity and use - we’re still a way away from that popularity impacting the speed and availability of the API, but we’re conscious that at some point we will need to address this and don’t want it to come as a shock to anyone.We’d love your thoughts on API rate limiting and performance - but for now the sorts of limits we’re proposing would be something like:10,000 requests per day per Karbon account/API application key a maximum of 60 requests per minuteWhere the limit is exceeded, we’ll respond with a different HTTP status code (429) and a header telling you when you can try again.Specific questions:Have you ever had to deal with API rate limiting before? Would these limits cause you issues? Are there behaviours in the API today that cause you to send more requests? Are there any performance (e.g. response speed) issues that impact your API use today?Many thanks,Stuart
Capacity Planning, time budgets - how best to set up work items
It drives me crazy that when a work item’s budget is assigned to only one team member at a time, even when two or more team members are working on the item. It’s like karbon things the overall time budget on the work item is what’s key, where I would argue that the time budget for each team member is what’s key.In order to get around this, I am considering breaking up our work items such that each item is only assigned to one person. So our monthly close work item would be broken up into, say, three work items: Reconciliations and anything else the bookkeeper does; adjustments and sales tax and anything else the account manager does; and review reports and hold advisory meeting and anything else the advisor does. It seems to me that this will lead to much more clarity around time budgets. What am I missing?I know one thing I am missing is that since work items can’t be dependent on each other that we will need to build in a step for the bookkeeper to kick of the next stage of the a
Does anyone track IT Requests in Karbon
I have a workflow/transparency question for you all. We are an all remote team and we have on outsourced IT company. Currently, I am attempting to keep on top of everyone’s issue and make sure they are resolved. We have tried having one work item at attaching all conversations to one time line but information is getting lost. We are considering creating a work item for each tech issue with it’s own work type so that a single ticket can be followed by anyone on the team. I would be interested to hear how other companies track their outsourced IT Issues.
Hey All, I am hoping to gain insight into tracking team member productivity. Within Work insights, it is very work item oriented. We are very task focused and our work items pass from person to person based on the amount of steps necessary (tax prep, bookkeeping, advisory, etc) so it is not the best place to look to see how much a team member is or is not producing.We would like to see something that can show the amount of tasks completed over a period of time, how many of those were completed on time, and how many of them were re-assigned and completed by someone else. We would like to be able to sort by team member, by client, and by work type.We do not use time entries whatsoever because we found that it often became a time suck itself to make sure people were completing time sheets as well as them not being entirely accurate.Has anyone been successful inside of Karbon or using something else as a compliment to Karbon to track productivity through tasks?Thanks for any input. -Jarett
Timesheet - "Q1-Auto Lock on Daily", and "Q2-Filling up timesheet after completion of each WORK."
Q1: In Karbon, being an organization, we provide the access to all our staff to fill up their DAILY TIMESHEET at the end of the day, which helps us to identify how many hours are worked by each staff. Further, at current they are having access to the timesheet for the PREVIOUS DAY, so it’s been noticed that they are filling up the timesheet just before the month's end for SALARY purposes (instead of daily), so IS IT POSSIBLE TO GET an “AUTO LOCK” TIMESHEET ON a “DAILY BASIS” SO THEY CAN HAVE HABIT TO FILLUP TIMESHEET ON DAILY BASIS BEFORE THEY LEFT HOME? IN THIS CASE, THEY WON’T BE ABLE TO ADD TIMESHEET FOR THE PREVIOUS ANY DAY, THEY HAVE TO APPROACH TO THEIR REPORTING MANAGER TO GET ENTERED OR ELSE WILL BE COUNT AS LEAVE FOR THAT DAY. Q2: in Karbon, is it possible that as and when any staff is changing the status of any WORK to COMPLETED or sending for further REVIEW of WORK, then does Karbon have a system to “AUTO REMIND” users to add their TIMESHEET for completed work on the spot?
Scorecards and KPIs - Anyone love what they track?
We’ve recently started tracking our business on a weekly scorecard.Our first draft leading measures:Past due work count for each: Bookkeeping Accounting Tax Unbilled WIP AR over 30 Days New Business PresentationsOur lagging measuresYoY Revenue Growth 365-day Revenue/staff Gross Profit % Net Profit %We have targets for each of these numbers. I’m curious what other firms are tracking. I don’t want to track too much. Smaller groups will eventually have their own scorecards to track details related to their work area.My premise states that if we are doing these activities (completing work on time, billing work timely, collecting on billed work, and offering proposals for new work), our lag measures will head the right direction, and if they aren’t, there’s a deeper issue we can explore (like pricing, efficiency, etc.).
Need tips on how you handle assigning staff to certain Organizations and Work Items
We currently have our staff assigned to organizations and then work items. We have to go into the organization and invite the staff member to each individual contact that is within that organization. Every time we have to swap a staff member to another organization, we feel like it’s so many steps. Is there a better way to be doing this? When we assign a staff member to the organization, shouldn’t it automatically assign them the contacts as well? There is a teams portion of Karbon that we are not using. Is this something that would accomplish that? Any input is greatly appreciated! I am going to watch more videos too but figured the Karbon community is the best place to get the answers we look for!
Print TO DO list or WORK List
Hello:Is there a way to print the TODO list without using the conventional browser print feature (it only prints what’s on the screen)? A way to export the list based on the filter to a PDF or EXCEL file would be helpful. Some of us need a sheet of paper to cross things off of! This would be helpful to have the feature in the WORK modulue as well. Thoughts??? js
Internal comments; linking to email
Hi EveryoneI am new to Karbon and in the process of exploring and figuring things out. Is there a way to action internal comments into an email to send to a client? For example, if I am having a discussion with my Employer and we and going back and forth with information that I would then want to send an email to the client. With the information from the conversation as a thread below, so we can keep track of what we need to send.
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
Automation for adding emails to client timelines
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
Ability to Export a work item to Excel/CSV
Is there a way to export a work item and related tasks/sub-tasks to excel? We are preparing a end of month check list to share with a client for their internal purposes and would like to use one of our Karbon work as a basis. Right now I have to copy and paste each task or re-type it separately in to excel.
Looking for a gig contractor to help with API across multiple platforms
We are a small but quickly growing U.S. accounting firm, looking for a qualified and experienced contractor to help with API integrations across these platforms: Ignition / Karbon / QBO / Pipedrive / Zapier / DocuSign.If you are interested, please contact Don Stewart <firstname.lastname@example.org>
Schedule Client Video Meetings through Karbon?
We have switched to Karbon from PipeDrive. In PipeDrive… I could create an Activity and invite people to the activity through PipeDrive. It would create an event on my google calendar, and send the invite emails to the client, so they could also have the event on their calendar. We could also “Make it a Zoom Meeting” by clicking the button that says… “make it a zoom meeting” and it would input the zoom information into the description. This whole process would take 10 seconds. Does Karbon have a feature I am missing? How do I create meetings and invite clients, with a video link through Karbon? Thanks,Matt
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
Client request gentle reminders with multiple client request due dates
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. 😁
Update roles on existing work using the API
General Info Issue Possible countermeasures More Information Code Samples** UPDATE **There’s a bug in the API that does not let us GET or PUT “UserRoleAssignments” so this project is on hold until the bug is fixed. Here’s the email from the ever helpful @StuartK.General InfoThis post is under construction… I will continue to update and add more content here based on conversation below.IssueCredit: @Tom Kneeland When using Intuit Practice Management (IPM), there are certain limitations that we will address here.Possible countermeasuresProgrammatically add or update roles using the API and Python (doable) I have programmatically added roles with Python API calls I’ll share code when I fully understand the issue Automatically add roles using webhooks and a webhook handler like Azure Logic apps or Zapier (doable at a small cost) Explore, submit feature ideas to fix issues with IPM (Subject to others)More InformationTom’s original post:...I am an IPM user, which is still Karbon. It turns
Unsuccessfully trying to add work schedule using the API
issueI get 4005 (when I modify the structure) or 5001 (when I run according to documentation) when trying to add a work schedule via POST request.detailsThe documentation seems a little light (didn’t include a few fields I thought would be necessary), and I’m getting an internal server error whenever I try to add a work schedule.I performed a GET request on an existing work schedule I want to repeat. I am using the values from that get to populate my template POST request.troubleshootingAfter my first attempts didn’t work, I added WorkItemTitleDisplayText and AssigneeUserKey. They are not added in the documentation, but perhaps they must be added/updated via PUT once the schedule creates. I noticed that the GET request returns a JSON element as a string. I de-escaped it to see if the API expected JSON instead of a string coming back, but I got a 4005 error. The offset integer for the variable portion was passed as a string in the GET request but as an integer in the text portion, so I
If you could build your Karbon database over again, what would you differently?
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!
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.