Replies posted by sarah.e

7 Replies

K
Rising Star
Ken RogersRising Star
asked in Ask a Peer

Contacts Best Practices

    We have codes such as: Karbon Hygiene (Triage, My Week planning, reassigning work etc.) Learning & Development (completing training, webinars, workshops etc.) Internal Meetings (all hands, huddles, not client specific etc.) Leave (vacation, sick, stat holidays etc.) I’m interested in knowing how having leave hours in Karbon effects your reporting. We were doing this but decided to stop logging non-work time like vacation because it was difficult to pull that data out of the Insights tab and our Karbon Practice Intelligence reports. 

12
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
Elisa Meyer
Beginner
Elisa MeyerBeginner
asked in Ask a Peer

Report summarizing over/under budget work, by colleague?

@Elisa Meyer  I would definitely say that Karbon is still worth it! And they are so receptive to the feedback in the community, so I could see this issue getting ironed out sooner than later.Like you said, the data is there, we just can’t extract is yet. We need to make sure there is a feature request, so they know this is important to us and then get people voting! Our team has just started deep diving into the Time & Budgets tab, and we are learning that there is so much untapped data there, it’s almost overwhelming. If you have this feature set up correctly, you can see so much in terms of the overall productivity. We also purchased the new Karbon Practice Intelligence reporting and they release a new one for Time Reports. I still don’t think it will give you the specific data you’re looking for but it has been extremely helpful in getting our team on the same page for time logging. 

6
Victoria Peters
Sr. Community Champion
1 year ago
K
Rising Star
Ken RogersRising Star
asked in Ask a Peer

Contacts Best Practices

Hi @Ken Rogers Almost all of our personal tax clients are associated with a business contact, we set up a person for each email contact, so I do not have much to add to the discussion.  I did come here to agree with @Terri Warren that the client groups could get messy if you have one for each joint tax return.   We utilize client groups by service items, for example clients who have opted into our ‘Gold’ package are in the Gold Clients client group.   I think how you lay this out really comes down to what you want to get from your dashboards, what filters matter to you.   I love this Victoria! 🙌 You can also add a client to more than one group. This is such a great idea that would be so easy to implement for us!

12
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
K
Rising Star
Ken RogersRising Star
asked in Ask a Peer

Contacts Best Practices

Person - We create a contact for the taxpayer and spouse. Organization - We create a contact for the joint return, listing both the taxpayer and spouse. We create an org for each entity on the returns also. Ex: Last, Primary First & Spouse FirstClient Group - Since most of our clients have a minimum of 3 contacts, we have a group for almost every client. For clients with businesses, we use the last name and the primary business in as the group name. Ex: Last / Business Group

12
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
T
Rising Star
Terri SvihlaRising Star
asked in Ask a Peer

Automators to assign work to a role

Hey Rob, We create a new colleague in the Settings menu with a fake email address. Since it was never activated, we have not been charged for a new user. We also have Fake Person, who we reassign work to when an employee is offboarded.   

6
sarah.e
Rising Star
1 year ago
Elisa Meyer
Beginner
Elisa MeyerBeginner
asked in Ask a Peer

Report summarizing over/under budget work, by colleague?

We ran into this same challenge this year. We haven’t come up with a solution yet. One thing we were thinking was to export the time logs and do some excel wizardry but we would love to be able to see this in Karbon. 

6
Victoria Peters
Sr. Community Champion
1 year ago
T
Rising Star
Terri SvihlaRising Star
asked in Ask a Peer

Workflow template - when there are multiple linear processes (two or more outcomes)

We tried to handle this with different work items but quickly realized the work could shift in the middle and closing and opening new work items became very confusing. In the work below, the PREP THE WORK section has tasks that say to delete sections that are not necessary and has some direction on how to determine if a section is necessary. We have our entity reinstatement & termination template because oftentimes, we are reinstating to terminate an entity correctly, but sometimes we’re just reinstating. So have instructions to rename the work to the correct scope & delete the terminate section, that way nobody gets confused. We use this in our onboarding and a couple other places but not everywhere. Some of our work templates are “micro” with instructions to create a ‘full-blown’ work item if certain criteria are met. We started by mapping out the entire process and assigning the roles. That helped us determine where the breakouts were for the different tracks. Test the proce

4
sarah.e
Rising Star
1 year ago

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