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Replies posted by Victoria Peters

221 Replies

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Kathy CogginsBeginner

asked in Ask a Peer

Incorrect recurring due dates

Hi @Kathy Coggins Could it be the setting used in the section of the Repeat schedule?Or is it the tasks showing up as overdue? It may be that the tasks are set up as due a number of days before or after the start date, you may be better to build automators into the templates that trigger due dates based on the work being done. This is a screenshot of the left menu of a task in a template - if you have a number in that DUE box, maybe it’s causing the issue?When this has happened to me it was usually because I put a date in wrong or checked the wrong box that @SamG pointed out.

3 months ago

Lauren LewisBeginner

asked in Ask a Peer

Template Building

Loved all of this!I would also add, test, test, test - especially automators. I have set up dodgey automation more than a couple of times! We have a Test Contact that the team is free to use to test work items. When we have a winner, we will convert it to a template or update the template we were trying to tweak.For new processes I like to work from a list in Word or Excel. Once I have the order of tasks sorted I copy and paste to Karbon, set up sections and add automators. I love the ‘split into tasks’ that Karbon offers. This is so useful when templates are being suggested by team members who are intimidated by the thought of building a template in Karbon, they simply send me the process in a doc.I also try to meet with a cross sections of team members who will be using the work item once we have a draft. Unintended consequences, tasks that can be combined or reordered, missing steps often come up through these conversations. There is the added benefit of buy-in when the bigge

29 days ago

Matt ByrneRising Star

asked in Ask a Peer

Jobs for each question or service

Following! This is an area I would like to tighten up at our firm. I would love to have visibility on the level of support beyond the ‘technical’ engagement that the team is undertaking. You both have given me something to consider.

3 months ago

SamGSr. Karbon Community Guide

posted in Share Tips & Best Practices

FischbooksRising Star

asked in Ask a Peer

Rethinking Recurring Bookkeeping Work

I’m with @SamG we have the work on a monthly recurring schedule. The months would stay open until we get to complete that month. We have a status for ‘Waiting on Client’, we find the metrics useful.If we are completing several months at once because the client has uploaded that info to any of the open work we would complete the work as each month could be completed. It wouldn’t really matter where the docs got uploaded as we would pin a note to each work item in Karbon noting where the docs were uploaded, just in case we ever went looking for them.Hope that helps,

5 months ago

Noémie NonoBeginner

asked in Ask a Peer

Non recurrent task

This is a great question @Noémie Nono, if there are emails to be linked and custom tasks to be completed by different members of the team, we will create a work order. I love @SamG ‘s approach, we are not that detailed, we create a one-off or use a template we have called ‘Ad Hoc’.We may instead create and assign a Note for non-recurrent work. We can still assign the work, give it a due date, track the status, add it to My Week and link to a client timeline, there is no ability to add a budget this way, though.

6 months ago

Crystal L. VickBeginner

asked in Ask a Peer

filters

@Crystal L. Vick Did you try typing in the date you want, I have noticed that the drop-down calendar doesn’t go back for enough but I can type in a date right back to when we started with Karbon.

7 months ago

LD7ESuperstar

posted in Ask a Peer

Work View Filter Updates

Agreed, I would vote for this feature!

7 months ago

David SmithBeginner

asked in Ask a Peer

Work View - Get rid of "Also working on"?

Hi @David Smith I find when I filter by ‘Colleagues Involved’ I get the Also Working On at the bottom of each Assignee but when I filter by Assignee I do not get it. I’m with @Rebecca Williams I prefer to see the Also Working On since the Assignee is such a moment in time snapshot of the work that I worry we might be missing something.It is helpful to ensure that only the team members that actually involved in the work are on the work team to keep the Work View accurate.

8 months ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

How many Work Statuses (Sub-statuses) do you have?

@SamG Too Many! We are currently working on pairing down our list and being more intentional with Work & Task uses but with 4 distinct functionalities in Karbon it is a challenge. We have 36 sub status under In Progress with language that is precise to the Team that created it. And it is too easy to ‘add to all work types’ @LD7E - I admire your ability to forgo this!We are working our way through but each team has specific use cases and we use automators to change status in many cases so the full list isn’t in the way.It is a lot when we get to filtering and we have to be careful that we are getting the full picture of what we are looking for. On the other hand we can get very specific lists of work without a lot of noise with so many precise sub-status.I am following this thread for ideas on where we might land with our clean up.

8 months ago

ryannBeginner

asked in Ask a Peer

Virtual Assistant with Karbon Experience?

Yes @Silvia Evans ! I love this. We merged two firms that were each on their own Karbon journey (years in), the Karbon team has been invaluable, and the learning (and unlearning) curve has been steep.I agree, having a non-accounting Karbon master and regular Karbon tips and update sessions would be great for the whole team, particularly as new features roll out.We are looking at a role that is a people & operations liaison to tackle these things. We are now at 87 users in Karbon, I am thinking this is going to be a busy role, championing Karbon and ensuring the team is using it effectively.Fortunately, we do have some super users on staff to help move it along, once we have settled on best practices!

8 months ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Karbon AI -- What do you hate? What do you love?

I totally agree with you @Silvia Evans and @max I use the AI as a starting point and have been very happy. I have heard from some team members that are ‘obsessed’ with the summary feature, we have also had the comment that it does not understand sarcasm which can be quite funny!I have been working at getting the team onboard but it has been a quiet adoption, we have set a training session next month to light a fire, I am confident once they see it in action they will be hooked.

4 months ago

Allan DorffBeginner

asked in Share Tips & Best Practices

Can I assign priority levels to the Work Dashboard? (i.e High, Normal, Low priority levels)

@Allan Dorff I would vote for this feature idea!I love the Pinned notes as well, especially since you can see them in the My Week view, this combo could be helpful until the Priority feature is in play.

8 months ago

Madeline MillerRising Star

asked in Ask a Peer

How to best use "thumbs up"

@Rebecca Williams I love your use case! I live in the same camp as Sam and Max. It helps me know who has seen any comment AND reminds me if I have been there but we use @mentions and a typed comment for actual follow up.

8 months ago

Nadia Kawalilak

asked in Ask a Peer

Organizing emails

Hey @Nadia Kawalilak nice to see you here! I set up an internal contact for myself and add work orders to organize my emails. An email can be assigned to more than one contact so even if it is assigned elsewhere I know where I can find it for myself.Some examples I have set up as Webinar recordingsNewsletters - generalKarbon Practice ExcellenceInternal AccouncementsTraining materialLike @max said, you can make it totally personal

8 months ago

Dana FogleBeginner

asked in Ask a Peer

Notes Backup

Yes! I would vote for this idea as well, if you put the link here we will see it when you create it. I live in fear an accidently deleting I note I have carefully crafted.

8 months ago

AntoniyaB.Superstar

asked in Ask a Peer

Internal Work Handover - Best Practice

Hi @AntoniyaB. Ours looks very similar to the examples here. We have set it up with autormators so most of the internal admin work is completed before the receiving team/person gets into it. Our last task is to ensure that the KPI reporting is updated. This final step often highlights any work that did not get fully transitioned.Question: when you are doing this do you go remove the ‘old’ team member from the work team? I try to for reporting purposes but it is tedious. Any magic work arounds?

8 months ago

Deniel DarulloBeginner

asked in Community Guides

Emailing Client Task Portal

Hi @Deniel Darullo Client tasks to the same client email, sent by various sender to receiver - do these show together in the client portal ? Yes if the client creates an account, otherwise they are just accessing the checklist from the email. Does the client see open and closed tasks? If the client has an account and logs in they can see open and completed requests Are all the various client tasks from different work together in the client portal - visible to the client ? How are the open tasks grouped - is this by work? I have only seen them grouped as Open and Completed. There are a number of request for features that address this and the following two items - go ahead an upvote! What can the client see in their portal? - The Work name? The Client Task group name ? The tasks ? The Sender of the Client task? They see the work name and the Client, this is a feature that was recently or is soon going to be updated I believe Is the Client Task portal by the client email add

8 months ago

Marshall MartinBeginner

asked in Ask a Peer

GoProposal vs Practice Ignition and why?

Another Ignition user here @Marshall Martin I don’t have much to add to the great points already made. I feel like Ignition is making changes that really appeal to me like setting up templated messages for Intro and Next Steps (I feel this is a fairly new feature but maybe I just discovered it). I am very happy with the integration with Karbon though I wish it would also bring over the fees, we would find that useful.We also use the dummy team member to receive the assignments from Ignition, which is incredibly useful to see what has come in which out taking over anyone’s Triage.Good luck!

9 months ago

Melissa ReevesBeginner

asked in Ask a Peer

How to delete mass work projects

Hi @Melissa Reeves I think you would need to do that through a bulk update with Karbon Support.You could do it by drag and drop through the Work view. If you display by Status you could move from whatever the current status is to Cancelled. It would still need to be done one by one but would be much quicker than going to each item and deleting it. If you don’t want to go the bulk update route.You would want to set the Filters and Columns something like this to make it manageable - specifically do not display empty columns when you filter by status. If you also have the minimum number of ‘Display’ items checked you would have the most work items per page.Hope that helps,V

11 months ago

Amelia FreemanKarbon Team

asked in Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

I am with the other commentors here, typically 2 sometimes 3.

10 months ago

LD7ESuperstar

asked in Ask a Peer

Best Practice for Seasonal Employees

This makes sense to me. We don’t have seasonal staff but we do use temporary accounts to park work to be assigned, and it works well. Our team goes to the work assigned to the temp account and assigns it to themselves as they start the work.I have not seen an unaccepted invite expire, we have one that is at least 3 years old.

11 months ago

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