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As our firm grows, I am beginning to worry about our ability to maintain a good view of staff work assignments. While Karbon does a great job of managing current work, we struggle to figure out a way to get a more macro level view of staff activity. I’m specifically trying to tackle the following challenges:Is there a good way to get a wholistic view of who is assigned to each role for each client? Is there a way to get a better understanding of an employee’s work load for the entire year? In general, how do you manage and shift staff assignments to ensure work is evenly spread among the staff and nobody is overloaded?I really appreciate the feedback!! I assume this is a challenge many of you all face. Curious how everyone else manages these issues?
Hi Everyone,I know a few people having issues logging into Karbon (it just loads forever!). A quick fix is to use this url: https://app2.karbonhq.com instead of https://app.karbonhq.com to log in. This has done the trick both for issues logging in with Google and Microsoft
I’ve challenged myself to only send emails generated from draft. I tidy them up and change them if needed, but I’m trying to learn how to prompt the AI to get what I want quickly. Overall, it’s been surprisingly helpful with some hilarious flubs.I have not started experimenting with the email item in a work item that generates from a predefined set of prompts, but I think that will be amazing based on what I’ve seen so far.I’m curious how others are using the AI? What makes you love it? What makes you hate it?@Silvia Evans, I saw your post about it here:I’m curious what about it you love. 😁
We’re exploring integrating Karbon and Ignition again. Is there anyone who has the integration enabled and would be able to answer some questions from a colleague? She’s got some questions about how it works with regards to budgets, billing and fixed fee vs. time and materials work.Additionally, any best practices when integrating would be helpful! We’ve integrated before and weren’t diligent with contact names so caused lots of duplicates, and ended up disabling the integration. What else should we be aware of/limitations?
Looking to determine if anyone has further information on this old post I came across as it would be super helpful to have the ability to see Time & Budget information on the Time & Budget tab of the Client Group.Aggregating Time Budgets at Client Group Level
I am struggling with “just click the little clock and find your work item” Why are some clients not coming up for me or other members of my team? Why can I not find work that I know I am assigned to select as my work item? For the life of me, I can not figure out why I would be blocked out of this. These are clients I know exist, and that I have assigned work for.When I search for what seems like the VERY basic function how-to, I get sent to info about how to set this up as a manager, but not much about how to trouble shoot the actual “clock in and clock out” part. What am I missing?
I feel like there’s an obvious solution to this but I haven’t found it after searching the forums. Is there a way to clear out my Completed and Cancelled work items? They’re currently just piling up over time and I currently have a few hundred sitting there. I understand it could be helpful to see how many you’ve done during a tax season or calendar year but I don’t need them to stay forever. Is there a way to get rid of those in bulk?
Curious to know how everyone uses the Client Manager vs Client Owner vs Other Colleagues on a client. We put tasks on organizations for bookkeeping and I’ve been assigning the Client Manager as the Bookkeeping Manager on my team. Other colleagues are then the bookkeeping team working on that client. How do you use these fields in your Karbon account?
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
Hi team! We’re starting a project to review and streamline our client onboarding processes, so hoping to get some ideas of possible tools we could look at to support this! They would of course need to fit into our Karbon workflow 😃Some other context/questions:We use Ignition so looking at this integration is already on the list We only do bookkeeping/payroll - no YE taxes! What do you use to gather client details/data? What tools do you use to help review the quality of prior bookkeeping work and identifying what cleanup or catchup might be needed? How do you summarise/track/take meeting notes with new clients as you learn about them? Suggestions for creating/managing balance sheet working papers/reconciliation tools - e.g. prepaid schedules, fixed asset tracking etc. Understanding client’s current processes Clients mostly on QBO (or will be migrated to QBO), some XeroLooking for off the shelf tools - we don’t have anyone who could do fun API things!
I have a couple questions regarding the client portalIs there a way to have old documents that I upload show for the client? Is there a way for clients to upload documents without a task assigned? Is there a way to have a generic upload box so I can include it in my email footer for people to upload documents?
Does anyone use a Karbon template to manage purchase requests internally through their organization? We are a little loosey goosey right now with our office spending so as I’m looking to tighten that up, it seemed like putting a template in Karbon might be helpful for approval and transparency. Just curious what steps others might have in theirs if they are doing this? Thanks!
I have set up a work template. There are tasks on the template that may or may not need to be completed for that work. If it does not need to be completed, is there a better way than just marking it complete regardless? If we skip it the job won’t complete when the last task is ticked off.
Is there a way for my admin to manage my triage in box? (A pre-triage, if you will)? I would love to have my admin pair down my inbox for me…. In the same way that colleges can see “my week”, can I also set up the ability for my admin to toggle between my triage and their own? (this would also be great for expected team absences, such as vacations…)
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