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I am comfortably creating and updating workitems using the API with some hacky python scripts, but I’m unable to get recipient data into the workitems for templates with client tasks-- the API includes a “ClientTaskRecipient” object and I feel comfortable assuming that its “ClientKey” field is the ContactKey and the “EmailAddress” field is the contact’s e-mail don’t know if I’m right; have no clue what to pass into the “LinkType” field and am having difficulty getting a response from support, for it. Perhaps a little niche but I would love whatever insight anyone may have Thanks!Mike
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.
I’m looking for a way to send an automated email to client IF an extension is required for planned work.The work would start on 1/1 with a planned as work status. i would like to have the client emailed after a certain number of day if the work status is still has a work status of planned. Is this possible?
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)
We do a fair amount of bookkeeping and are looking to expand that part of our business.We discovered that if we create a distribution list, the email comes through to Karbon as one email on two people’s triage lists. We use this for department-level email management. If one person clears the email, it still stays on all other triage lists until cleared, so it’s a little cumbersome in that regard, however, any notes, comments, and assignments are visible to all when made by one.Next what we did is we created aliases in our system for that distribution list.Example: email@example.com is a distribution list that gets sent to three of our firstname.lastname@example.org is an alias of email@example.com so all emails sent to the first come through the second.We use this alias email when setting up online logins to that client’s online banking and vendor portals.What is really cool is that when we list this email address as one of the client’s email address
Karbon customers! Keep an eye out in Triage for a small surprise today — your personalized #2021inKarbon snapshot. We hope this serves as a timely reminder of just how much you did during what was another challenging and turbulent year for most. Small ask— share with others what you achieved! If you enjoyed receiving this, we’d be grateful if you shared a link to your snapshot on social media using with the #2021inKarbon hashtag and mentioning our Karbon profile. Let’s fill up everyone’s feeds with #2021inKarbon!!!
I use Client Tasks for customised tax return and account preparation checklists, however:When we reply to client queries through the comments, the client receives a notification which takes them into the whole checklist. Numerous clients have complained that they must click through every checklist item to find which item we have replied to, which is time consuming and annoying. Clearly this renders the discussion capacity of Client Tasks practically useless due to the poor client experience, and forces us to call or email instead of replying within the relevant items, which is clearly counterproductive. We are unable to print the list of items with client responses and discussion visible in Client Task for our workpapers.In my view, without the ability for clients to be taken to the comments make and respond efficiently, and without the ability to print full checklists with discussions, Client Tasks is not finished.I’ve invested countless hours into creating various client checklists
Hello everyone,New here :) Our firm is currently using Practice Ignition to import clients once they have signed their proposal. The issue we constantly have is emails sitting in our triage from clients who have not signed on with us yet, therefore there is no client in Karbon to attach them to yet. We could create one ahead of time, but I think Karbon would double up on contacts if we do that.Wondering if anyone has any solution to this so they don’t just have emails sitting in their triage that need to be added to a work or contact.Help would be much appreciated or any advice. Thanks!
When I click on a Work instance in My Week, I see what looks like a checklist with the related tasks. When I click a checkbox to mark the task completed, I’m instead taken to the main page of the Work instance, which disrupts the flow and purpose of using My Week. Is what I’m thinking should happen not the intended use?
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
We are a practice that moved away from time billing to fixed price billing. This means that our time is largely an internal cost control measure to ensure that the pricing was both competitive and covers the labour hours.I am currently using TSheets to record at client level and using the custom fields to record against the type of job completed for the client but would like to move to Karbon’s T&B function to streamline the number of pieces of software we have on the go.Does anyone use T&B in this manner and how have you got yours set up? I’d rather not have to record at a Job level if I can help it beyond recording time spent on the client with a relevant tag but can’t seem to figure out how that is possible?Also - I’m finding the reports a little basic (in comparison to the Email and Work Insights board). Does anyone use an additional reporting tool to give insight?
I am using a template which is called “Weekly Accounting”I can’t remember how we set it up so the title includes the date and it changes every week. That’s what a current one for one of our clients looks likeI use the template then I change the title but I can’t get the title to include the applicable week.Dan
Hello! I would like to find out how other organizations assign the task of creating work items (new clients, new projects, whatever). Do you centralize that process internally to one person/group that manages it? We talked about that being a more administrative/process mgt task that could be done for the accounting teams. I also wonder if pushing that to the team/accountant that is actually doing the work is better (this could lead to various styles and inconsistencies across client work items). Any thoughts out there or experience/lessons learned? Thank you!
In Karbon, for work(/job) level, there is only only work assignee who is supposed to be a job in-charge. However, in accounting firm, due to the compulsory requirement of professional code, each piece of professional work require an engagement manager as well as an engagement leader (normally the partner). There is nowhere to put these two role in. I know there is so called “client owner” and “client manager” under client contact card. However, these two to me are only for client level, rather than work level concept. Since 1) the client owner and client manager are more for relationship purpose, rather than the professional work role. 2) most important, in my firm, one client may have different type of work, for example, tax service and accounting service may have different work managers, one client manager does not cover both at all. How are you guys or KARBON expert suggest on this? Only get-around I found is to setup a colleague role called “work manager” and “work leader”, however
In working to get Time & Budgets up and out of the door, we sent out a survey to understand what billing rates were by role and the related fixed fees charged per service provided. We have that information across different geographies and firm sizes. Thank you all for participating to provide some understanding so we could set some default rates and details within Karbon. Would it be of interest to post those results here? I would love to hear from the community how those averaged rates and fees differ to your own. There appears to be quite a lot of variation from the data. In addition, is this something you would like to see/learn more from us in terms of the underlying research that we do? Let us know!
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