Replies posted by Megan Roberts

8 Replies

Rachel Peng
Karbon Team
Rachel PengKarbon Team

Recurring work deadlines, upfront payment details + KPI workbook update

@StuartK  We are in the deadline beta and are having the current experience:When creating any repeating work, a deadline of 1 day after start date is automatically being applied (even if we don’t want a deadline entered) If we zero out the deadline area when setting up the initial repeat, it still generates a deadline as the start date instead of null deadline If the deadline doesn’t apply to the work item, is it the best practice to just go through the additional step of setting the deadline equal to the due date?For example - on our tax work Yes we absolutely want the deadline as a way to track it separately vs the due date we promised to the client. And like Max said - we likely wouldn’t move the deadline if we extended it, we want to keep the urgency of when it should have been finished.  For payroll though, the due date is the due date and it varies for every single client. Should I have deadline = due date on everything else? It’s a bit extra work to set that up if that’s the cas

100032
StuartK
Karbon Team
29 days ago
Heather Lancaster
Rising Star
Heather LancasterRising Star
asked in Ask a Peer

Clients need historical documents and to upload things unplanned

We have started playing with a work item just called ‘Document Upload’ which is client request that stays open. Some people that correspond a lot we put a “task” in the request for each month so they can at least refer back to it for themselves on a basis of when they sent it. Not totally perfect but it works fine for now. We’ll close the work item at the end of the year and send them a new one. 

12
Heather Lancaster
Rising Star
23 days ago
LD7E
Superstar
LD7ESuperstar
asked in Ask a Peer

Karbon Status?

We are down as well

23
Raul
Beginner
2 months ago
Megan Roberts
Rising Star
Megan RobertsRising Star
asked in Ask a Peer

Template or suggested best practice for internal purchasing requests

Thanks for the feedback! We definitely are working towards minimizing our tech stack rather than expanding it so we’ll make a Karbon template. 

3
Megan Roberts
Rising Star
7 months ago
Megan Roberts
Rising Star
Megan RobertsRising Star
asked in Ask a Peer

If you could build your Karbon database over again, what would you differently?

@Julie Wiesensee 

6
Ashley Rhoden
Rising Star
10 months ago
B
Beginner
Bec JohnstonBeginner
asked in Ask a Peer

Quarterly management accounts

Hi @Bec Johnston I am new to Karbon and Accounting as well! I spent the last 10 years in wealth management but it is not the same, haha. Happy to connect on LinkedIn if you want a similarly terrified and excited peer :) https://www.linkedin.com/in/mmeganroberts/ 

6
leeseinmt
Rising Star
10 months ago
SamG
Sr. Karbon Community Guide
SamGSr. Karbon Community Guide
asked in Ask a Peer

Updating Standard Billable Rate by Role for new financial year

Super glad you brought this to a spotlight Sam! We are just getting started with Karbon and Billing so I am interested to see the guidance provided about this. 

16
SamG
Sr. Karbon Community Guide
1 month ago
Sara Goepel
Karbon Team
Sara GoepelKarbon Team

Karbon Update recap & 2022 roadmap preview

Hi Tawanda, There is a webinar in May that will showcase the 2023 Roadmap which hopefully will provide answers on some promises from the 2022 webinar. Im not finding the link right now for the webinar sign up but I know I saw it on Karbon’s LinkedIn and Facebook pages in the last week. 

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Rebecca Williams
Sr. Karbon Community Guide
1 year ago

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