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Replies posted by Rob Lile

19 Replies

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Rob LileRising Star

asked in Ask a Peer

Date Format Issue

thanks Kate but I checked that and it’s all set the same as other colleagues (New Zealand) cheers

1 year ago

Rob LileRising Star

asked in Ask a Peer

Date Format Issue

whoops I meant Kim - sorry!!!

1 year ago

Rob LileRising Star

asked in Ask a Peer

Date Format Issue

thanks Kim, we’ve gone through all the settings, when I first came on board and was setup on Karbon in March it worked fine (DD MMM YYYY) but it changed sometime in the last week or so. Everyone else in our team is fine so it appears to have only affected me. And there been no changes to my region/date/time settings. I’ll log a support ticket as the other thread suggests - thanks for linking me to that :-)

1 year ago

Rob LileRising Star

asked in Ask a Peer

Date Format Issue

there was thanks Kim, according to Support there is a feature coming to choose date format in settings but for now I was told to change the language setting in Chrome to English (New Zealand) which worked. So obviously (now!) language settings affect dates. Thanks again for your help :-)

1 year ago

Rob LileRising Star

asked in Ask a Peer

Date Format Issue

Hi JahnaI got it sorted by changing the language settings in Chrome- Settings, Advanced, Languagesand making sure English (New Zealand) was selected - English (Australia) for you :-).It was set to English (United States) for some inexplicable reason. And it seems to have fixed things. Karbon said they will be coming out with a date format setting in future.Hope that works for you!CheersRob

1 year ago

Rob LileRising Star

asked in Ask a Peer

Client Portal

Done @max :) - @Rob Lile - I’ve given you full credit ;) thanks!

1 year ago

Katrina StevensonBeginner

asked in Ask a Peer

Client Portal for clients with multiple entities

voted

1 year ago

Rob LileRising Star

asked in Ask a Peer

Client tasks - notifications

Thanks @max Our current process is that the work is initially assigned to the accountant who preps which questions/information need to be requested from the client. So it’s a custom list and not a generic one (we tend to get much lower response rates from generic lists).Then I take over and set up the Client Request section in the work and send the email. (without the work being reassigned to me). That’s where we’re both getting the triage notifications and for every client task.Perhaps it would be better for accountant to assign the work to me and then i assign back once the We’ve been trying not to reassign work from person to person as we’re currently unsure what impact this has on the metrics available in Insights? (I haven’t really delved into that aspect yet - only 6 months into the role!)I like the idea of client requests coming from an office@ address and will look into that. Is this set up as a separate colleague in Karbon or as an alias?CheersRob

7 months ago

Rob LileRising Star

asked in Ask a Peer

Client tasks - notifications

Hi Max, that’s great thanks. Very useful.Yes I had been looking to adapt our workflows and have sections for each person in the flow, assigning using automators etc as you suggest. So it’s great to know that Insights can handle that. I wondered whether the last assignee would be the one getting all the credit!We use Google for mail so I’ll check how that works - again it sounds like a great suggestion.Appreciate your adviceCheersRob

7 months ago

Lisa DicksonBeginner

asked in Ask a Peer

Creating usable Standard Operating Procedures and Checklists in Karbon

Hi LisaI hear you on this! I started in this role in March 22 and have been learning Karbon and how it fits with our practice.I’m sure our challenges are very similar to yours and many other practices. When I first looked at To-Do I was quickly overwhelmed by the volume of tasks and I struggled to be able to focus on progress with Work.Our firm has not used the To Do section in the past, preferring to ‘work’ in the Work area and use the tasks as checklists within each Work. So in this way we are not overwhelmed by the huge number of tasks in To Do. (I know this is not really the way Karbon was designed but this is the way our practice has evolved and we were an early Karbon client).As I’ve been tasked with improving workflow, I’m actively looking at ways we can be using Karbon more effectively/efficiently. Typically when we complete a Work, we choose to mark all tasks complete - however I am looking at changing that process to leave tasks as-is so that we’re able to go back to review w

1 year ago

KamleshBeginner

asked in Ask a Peer

Managing client records

The rescheduling fee sounds interesting. We have talked about possibly charging for extensions, and offering a lower fixed fee for early document submission and a higher fixed fee for later document submissions. So far, none of those options have made it to an experiment yet. We’re also looking at tightening up this whole area. And we like the idea of a carrot (a lower fee or a scalable discount based on when all information/documentation is supplied) rather than a stick (higher fee for late supply).e.g. Our tax y/e is March. We’d aim to get all info requests out by end of April or May. If a client supplied everything by end of June, they’d get a 15% discount, by end of July 10%, end of August 5%, after that nothing.Maybe after that, we start increasing fees per month. End of Sept +5%, End of Oct +10%, etc or perhaps we just start billing the time for chasing separately (we’re a fixed fee practice for most work).Again, just talk at this stage - we haven’t put anything into practice/ex

1 year ago

Jarett SBeginner

asked in Ask a Peer

To-Do vs My Week vs Work

So where we hang out is in Work - and we all save different views of that to show us what we should be working on. We are much the same - none of us have got our heads around To-Do and we’re trying to do better with MyWeek with slow progress. So we tend to hang out at the Work level as well which works well enough although I know it’s not really how Karbon has been designed. We’re all ears for how others are doing things!

5 months ago

Rob LileRising Star

asked in Ask a Peer

Rob LileRising Star

asked in Ask a Peer

Marking Work Complete

@max done!

1 year ago

Rob LileRising Star

asked in Ask a Peer

Reassigning Work throughout the work cycle

1 year ago

Rob LileRising Star

asked in Ask a Peer

Client tasks - notifications

Ah, that makes sense now. I would highly recommend transferring the work to the person who is actually working. One way to make this easier is to make sure that there are only tasks for one person in a task section and then set up an automation to assign the work to staff B when staff A checks all their boxes. Insights is designed to handle the work transferring from one assignee to the next. Hi @max Just picking up on this again, as I've gotten deeper into my role now …So we have regular bi-monthly sales tax return works, the work is assigned to Staff A (repeating work), then, automator transfers to me and updates status when they have completed all their work. That’s it for Staff A until the next repeating work. I complete the current work and mark the work completed.When I go to insights, these works are attributed to me.So I was keen to understand your comments“Insights is designed to handle the work transferring from one assignee to the next.”Can you show me how I can see the

7 months ago

Rob LileRising Star

asked in Ask a Peer

Client tasks - notifications

many thanks @Rebecca Williams

7 months ago

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