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Replies posted by Imbi Finlayson

24 Replies

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Anonymous

Karbon AI, Triage Icons, Utilization report, Billing and Payments

@Amelia Freeman It has changed alot for us. Previously I had assigned only automators (not tasks or budgets) so when work was in the initial admin stages it did not show in the My Week of those with upcoming roles. This was a workaround offered to me months ago by another user and was working really well for us.

A

Anonymous

Karbon AI, Triage Icons, Utilization report, Billing and Payments

@DianeK I believe that the old To Do is converting to ‘Assignments’ and this will eventually show all items assigned to you or that you have assigned.I think an admin setting so that people can choose to see upcoming work or not would suffice. We have administrators who have a role in every single piece of work that comes through the office, and it’s unfair on them to have that much noise in their My Week and have to constantly clear recurring jobs etc.

A

Anonymous

Karbon AI, Triage Icons, Utilization report, Billing and Payments

Not a fan at all of the My Week ‘Tasks awaiting assigned automators’ change. I had spent weeks on a workaround using automators so that work did not appear in colleagues My Week until it assigned to them, and this has undone all of that. Why can’t we have a setting where colleagues don’t see stuff in their My Week at all until it’s with them? We spend so much time clearing jobs, it seems pointless. Not one person at our office wants to see work that is upcoming. It creates too much noise and distraction.

Imbi FinlaysonRising Star

asked in Ask a Peer

Conditional tasks

I have 2 issues with this process I cannot find a workaround for:If I create a sub-task called Non-applicable that completes the task, it still kicks off the automators that put that work to the wrong person. I want the work to go to a different assignee if there is a non-applicable task. It’s not possible to have an automator depend on a status of non-applicable. It sees any status under Complete as Complete. If we simply skip tasks if they’re not applicable, then the tasks stay open in that person’s My Week, so shows active tasks with them, rather than ‘you have completed all your tasks’.At this stage I am thinking we cannot possibly have the automators work for us completely and will have to rely on manually re-assigning, if we have any chance of reducing noise and having My Week report accurately and not be confusing.

Imbi FinlaysonRising Star

asked in Ask a Peer

Auto-assigning client manager

That explains it, thanks

Imbi FinlaysonRising Star

asked in Ask a Peer

Auto-assigning client manager

No not recently created. Not created by me. No integrations.I did actually think, if the Client Manager field is populated and that employee leaves and we re-assign all their work, does this also re-assign their clients in the Client Manager field?

Imbi FinlaysonRising Star

asked in Ask a Peer

Stop seeing work you're not assigned in My Week

Hi @Rebecca Williams thanks that might work. I did not know we could assign automators and not tasks and that would take it out of Planned My Week workflow. Now I just need to update 1,000 jobs accordingly….😣

Imbi FinlaysonRising Star

asked in Ask a Peer

Stop seeing work you're not assigned in My Week

Oh and also, now that 2023 annual tax work recurring items are being created and rolled over, staff who completed a task last year are having to clear about 300 To Plan items in their My Week.We don’t have the same staff working on a file year to year either.Any suggestions?

Imbi FinlaysonRising Star

asked in Ask a Peer

Write-off of time

Visibility is fine. My issue is knowing what time is billed so we make sure not to miss anything. I was thinking of building into each work template an invoice task that needs checking off to ensure things don’t get missed, but there might be a better option?

Imbi FinlaysonRising Star

asked in Ask a Peer

Write-off of time

We are not using it currently but are looking at starting to use it. I just want to be prepared with some sort of procedure for tracking what time has been billed in lieu of the Billing feature not having been rolled out yet.

Imbi FinlaysonRising Star

asked in Ask a Peer

Updated client onboarding client request email

Imbi FinlaysonRising Star

asked in Ask a Peer

Updated client onboarding client request email

Thanks Ken. I know how to update the email manually, I just wanted to see if there was some updated template or at least new wording to incorporate into the onboarding email regarding how to use the Karbon checklists, now that Magic Links are used instead of pin numbers.

Imbi FinlaysonRising Star

asked in Ask a Peer

Downloading excel files

Imbi FinlaysonRising Star

asked in Ask a Peer

Cancelled status not available

No problem sharing our use case.I was aiming for a workaround for tasks that may or may not need to happen.So in our template there is a task to send queries to a client around the work. I was going to have a task for ‘no queries’ that when ticked, cancelled the ‘client queries sent’ and ‘client queries answered’ tasks.Currently we just instruct the team to skip those query tasks if not applicable, and we have an automator on the final task that completes the work when that final task is complete, even if some tasks in the workflow are skipped. That process actually works ok for us, but was trying a different way.

Imbi FinlaysonRising Star

asked in Ask a Peer

Downloading client uploads on client tasks

Thanks that’s great. @DianeK I’m curious whether if you ‘thumbs up’ each document upload, will the client get an email notification for every thumbs up? We don’t want to bombard them with emails.

Imbi FinlaysonRising Star

asked in Ask a Peer

BCC disabling functions

I will reach out to Karbon support thank you.We are not concerned about privacy as the only time we BCC is when we don’t want the client to see the BCC’d recipient on the email. Whether other staff see the email is not a concern.

Imbi FinlaysonRising Star

asked in Ask a Peer

Automating client tasks scheduling

Imbi FinlaysonRising Star

asked in Ask a Peer

Undo automators

@max thank you, but this does not fix the issue if it doesn’t change the status of work back to where it needs to be.

Imbi FinlaysonRising Star

asked in Ask a Peer

Client task auto-send

Sorry the work is already set up, so how do I automate it if it’s already set up?

Erin JamisonKarbon Team

posted in Share Tips & Best Practices

Work around: Using a spell checker when in Karbon

I would also like to know if this is something Karbon are going to roll out.

Imbi FinlaysonRising Star

asked in Ask a Peer

Setting up recurring Monthly IAS/BAS jobs in Karbon

Both good suggestions, but I would want changes to rollover. I think I will leave as the monthly repeat and spread the budget evenly across the 3 months for now.It would be good if, in future, we had the ability to select for the repeats to happen every XX amount of months.

Ezra LortzBeginner

asked in Ask a Peer

Updating all created Karbon Work by updating template

I agree that I would like the ability for any changes I make to a template to be automatically adapted to current and future work. Also, it’s quite inconvenient to have it update the budget section everytime I reset. It would be better if the budget and tasks could be reset separately, as most of my changes are to task list. At this stage, our only work around is to have part of our internal ‘Job In’ process to include resetting the work item to ensure it’s using the most up-to-date template, but again, not convenient to have to update the budget again.We change the templates too often to make it worth our while for bulk upload service.

Jeremy WellsRising Star

asked in Ask a Peer

My Week: Completing tasks

My question is more so that if a team member completes a task of theirs that is not ‘ready to start’ because previous task sections aren’t complete, will it throw out the automators?

Jeremy WellsRising Star

asked in Ask a Peer

My Week: Completing tasks

I have a question about this new feature. If a team member opens the overlay of a job and marks it complete, even if a step before it that is with another team member is not complete, how will that affect my automation in the work item?

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