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Replies posted by Rebecca Williams

259 Replies

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Rachel PengKarbon Team

Matt272Beginner

asked in Ask a Peer

Folders/Grouping in My Week

Ah sorry - I thought I did, but I was also waiting for a meeting to start while I was replying! Here you go!

3 days ago

Matt272Beginner

asked in Ask a Peer

Folders/Grouping in My Week

@Matt272 I made a request for something similar awhile ago now (and had forgotten about it!).Please vote and add any context if this is what you’re thinking!

3 days ago

naomi_paulsonRising Star

asked in Ask a Peer

Where is the To-Do List Feature in Karbon?

Hi @naomi_paulson - To-Do is a feature that’s being replaced with Assignments. If you’ve only setup Karbon recently, then you probably have Assignments, but older Karbon accounts still have To-Do unless they’ve requested an upgrade. I’m not sure where additional features to Assignments fits into the Karbon roadmap or when existing customers will also have To-Do replaced with Assignments!

8 days ago

BevisWBeginner

asked in Ask a Peer

Timesheets - sorting time entry lines

Voted!

10 days ago

Kari HannumRising Star

asked in Ask a Peer

How do you enter a contact with multiple contact types?

@Kari Hannum you could also use Client Groups for this. That has it’s own limitations so it would depend on what info/data you’re trying to get by having the distinction!

11 days ago

Amelia FreemanKarbon Team

published in Community Guides

How to submit your Karbon feature idea

@Brooke Foster do you mean when you get the initial notification of a work assignment? I made a feature request related to this that might be what you’re looking for - have a look and add your vote (and maybe a comment) if you think my suggestion would help with your issue!

108038

8 days ago

BevisWBeginner

asked in Ask a Peer

Timesheets - sorting time entry lines

@BevisW as someone who manually adds start/stop times, I would also love this! I’d suggest creating a feature idea so we can vote on it!

10 days ago

Amelia FreemanKarbon Team

posted in Community Feedback

Bulk Updating Work Items From Template

Might be nice to have a section at the top of work items generated from the template, that said “would you like to add” as I can imagine new tasks would be difficult to automatically place once work had been edited. this would mean you could drag and drop to correct position or delete, the next time you were in the job. if you could just tick the clients you wished to add to, that would be great too. So turns out I’d already left a response to this thread, but I somehow missed this comment! I like this idea of a notification at the top of each work item/section which is based on a template. Something like highlight the section a different colour and a message at the top that was like “this section has been updated in the template - do you want to update this work item?” with “accept” and “reject” buttons. Would also want a “revert” option available for a short period after if it turns out we shouldn’t actually have updated the section!

14 days ago

Sarah ChangBeginner

asked in Ask a Peer

Managing Work Items for Client Groups

@SamG that’s fairly simple - we don’t do taxes 🤣 except for GST, but they are all independent and therefore would get their own work item (for each entity, but also each sales tax type, cuz Canada has too many).For monthly financial statements we would have a prep/review work item for each entity, but then we might have one delivery work item at the group level so we can track the status of each entity separately, but then not spam the client with lots of client tasks to deliver statements.I think we also have like a “file hygiene review” work item for like client check-ins etc., and those would probably be at the group level.We also have some clients that have their Accounts Payable work at the group level, because we make payments for all their entities at the same time. Also I think it’s nice that you think Canada is advanced enough that we can get a list of unfiled returns! Maybe that’s possible with specific year-end software, but we definitely can’t do it directly from the CRA!

30 days ago

Sarah ChangBeginner

asked in Ask a Peer

Managing Work Items for Client Groups

Here’s the very loose rule I follow:If the work for each entity has to be completed/delivered independently of the other entities, create the work for the entity If all entities get completed/delivered together, create the work item for the groupA couple things to note when it comes to work items and groups:A contact/entity can belong to many groups A work item can only be associated with one group, or no groups - it doesn’t automatically get connected to any/all groups that contact/entity belongs toThe related work items in Work View, or even going to the Work tab of a group profile are only as reliable as how you create your work items - if a group isn’t added to a work item, or the wrong group is added, it won’t give an accurate picture. See this related feature request I made for some more details about the issue with work items and groups.

30 days ago

Amelia FreemanKarbon Team

posted in Community Feedback

Bulk Updating Work Items From Template

Option to choose which work items!We create work based off the template, but there’s always some clients who have customizations that are significant enough that we just wouldn’t want them reset to the template.It would also be good if only specific sections could be updated - for example, if I change a client task in the template, push that change out to all the equivalent client tasks in work items created from the template, but keep the rest of the work as-is.

14 days ago

Rachel PengKarbon Team

Deadline beta enhancements and improved invoice management

I know it’s a small thing, but I love sticky filters. Same - would also be nice if the Work View filters were sticky! Too many times I’ll accidentally open a contact/work item in the same tab instead of a new one, or just get distracted then click somewhere else entirely and lose the filters!

86119

1 month ago

Georgie KinghamBeginner

asked in Community Feedback

Karbon Archived Users

@Georgie Kingham we had this a while back as well - I reached out to support and they were able to manually remove. Not sure why it was happening though - sounds like a bug to me!

2 months ago

Lauren LewisBeginner

asked in Ask a Peer

Client ID Numbers

We use Client IDs as a unique reference to help maintain consistency between various systems. We are frequently downloading spreadsheets of data, and it becomes very hard to map the details between the various reports without a unique reference. For example, if a client name changes, or is spelled slightly differently, it makes it very hard to look up details in different sheets!

2 months ago

Jennifer ThompsonNewcomer

asked in Ask a Peer

Bookkeeping - monthly Bank, Credit Cards with different statement dates

@Jennifer Thompson I think another thing to take into account is how much you want to customize each work item.For example -Your monthly bookkeeping template has one task that says “Reconcile all bank accounts and credit cards” (or maybe split between Bank and CC) and this is standard for all clients, no customization needed OR Your template has placeholder tasks that say “Reconcile bank account XXXX” but for every new client you have to customize those tasks and then if you change your underlying template, you need to then go back and change all the existing work items. If the client added or removed an account you’d also have to change all open work items to add/remove the account from the checklistWe’ve somewhat found a middle ground where we have the first option above in Karbon, but then we have a Google Sheet for each client that lists out details likeall their bank/CC/loan/investment accounts (basically anything to reconcile) approx. statement availability date how we get the st

2 months ago

Alex SkipperBeginner

posted in Ask a Peer

Repeating workflows - Best practises?

@Alex Skipper We went through this same dilemma and here’s what we ultimately went with:This ensures we can always see 1 one month ahead for all work/tasks, and other than weekly, only 1-3 future work items are created in advance so we can tag to future timelines if need be. Task creation 1 month in advance means it shows in My Week for people involved in the work a month in advance, even if the work isn’t assigned to them. Anything greater than 1 month risks changes not being pulled forward, but our delivery team shouldn’t be making changes to tasks anyway.We also put all our guidelines for creating work in a document so it’s consistent e.g. naming conventions, repeat frequencies, start/due dates, timing of tasks, link to the template to use etc.We did one big clean up of all existing work items about 18 months ago to make them consistent with this, and then we periodically do random audits to check.

1 month ago

Alyssa ChurchillBeginner

asked in Ask a Peer

How do you create work from a template WITHOUT having it assigned?

@Zalmen Grossberg no - a work item needs an owner. You can create an inactive user account as a placeholder/queue but the work assignee can’t be completely blank.

3 months ago

Alyssa ChurchillBeginner

asked in Ask a Peer

How do you create work from a template WITHOUT having it assigned?

Why can’t I remove a task assignee from a template? @Zalmen Grossberg it’s really annoying but you can do it from each individual task which is assigned to a specific person. You need to open the task, then click the Unassign button: Not sure why you can’t do this for a whole section or from the 3 dots menu though!

3 months ago

Lachlan MacindoeKarbon Team

Summarize notes with Karbon AI, download invoices, realization report + more

Yay for AI note summarization!

6246

4 months ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

If a client changes email addresses - do you delete the email or leave it there for historical purposes?

Interesting idea @Rebecca Williams, I like the initialism 😉 I don’t want to change the name of the Contact though (in most cases, but especially this one 😅) as it’s only the email address that’s changed (defunct), rather than the whole contact. O in that case I think we’d set the email up as a whole new contact! We’re not working for individuals though so it’s work item/org tagging that’s important, less so emails to/from specific “people”...

4 months ago

LusamaiBeginner

asked in Ask a Peer

Reducing template sections to one role

@leigh I found this really old post again as it was suggested as a related topic from another thread, but upon reading it again I’m pretty certain it’s actually a scammy spammy duplication of the one I linked in my reply! I noticed a couple of random hyperlinks in the text, and when I hover over, they definitely seem spammy!

4 months ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

If a client changes email addresses - do you delete the email or leave it there for historical purposes?

We prepend DNU (as in Do Not Use) to the name in some cases. We also do this in other places in Karbon, e.g. creating a team we can use for filtering, but we don’t want anyone to actually tag everyone in the team and spam Triage 🤣 we’ve also had some issues (that we’ve raised to support) with deleting or unlinking groups, so we’ve taken to adding DNU to those names as well.

4 months ago

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