Replies posted by Becca Williams

9 Replies

Becca Williams
Rising Star
Becca WilliamsRising Star
asked in Ask a Peer

Automating My Week

@max  Is there a date for when To-Dos are going away? I heard the end of the year so we need to figure this out before tax season startsThere are some companies that still take action on completed work (like billing) or that like to follow-up on work items in a managerial capacity. For me and our company, I wouldn’t want the work to move to done automatically. I like to see what is done and then move it myself (it’s also a little satisfying)Shuffling things around in My Week (vs them automatically showing up in my To Do) takes time away from me doing actual work.  It also defeats the purpose of date based automators. Also at the beginning of tax season over 300 works will need to be moved out of To Plan since you can’t set a template to go on a week or use any sort of automator for it.If a client needs to be billed for something manually, it’s in the work. We use kanban work dashboards to track work.We also do this but it doesn’t have any type of sorting so you don’t know what’s been s

11
Terri Warren
Superstar
1 year ago
Becca Williams
Rising Star
Becca WilliamsRising Star
asked in Ask a Peer

Automating My Week

Hi all @Becca Williams, @Jonathan Gibson, and @kylenecarse 😁   I am a part of Karbon’s Support Team as well as our Community Manager. I reviewed this post and saw that there are many concerns/questions centered around ‘My Week’.    As @kylenecarse stated these concerns are always encouraged to be shared with us as well as your CSM. I reached out to both of your CSM’s so that we can further discuss these concerns. I will send you both a private message with further details.   As always, thanks for sharing your concerns 😀     My CSM told us to post our concerns in the Karbon community so here I am

11
Terri Warren
Superstar
1 year ago
A
Anonymous

OneDrive added to document management, and much more!

I wish we could copy a client task list link in order to have a copy of questions and answers for workpapers

148526
Naomi Cantale
Rising Star
11 months ago
A
Anonymous

OneDrive added to document management, and much more!

Is there an ETA on Google Drive document management?

148526
Naomi Cantale
Rising Star
11 months ago
A
Anonymous
posted in Share Tips & Best Practices

Introducing the Karbon Customer Council

Can we get more details about the Karbon X conference?

1
Becca Williams
Rising Star
1 year ago
A
Anonymous

Colleague Week in My Week, and more!

I wish My Week split up into days, that’s why I’m still finding myself using my to-do list more.  I can see what I have on each day easier.

7567
A
1 year ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Introduction to My Week in Karbon

When should we expect to have My Week?

306543
Amelia Freeman
Karbon Team
1 year ago
Becca Williams
Rising Star
Becca WilliamsRising Star
asked in Ask a Peer

How do you print client tasks for workpapers?

Hi Becca Williams! Welcome to Karbon. :) This was a major question from our CPAs here at Avrio. What we landed on is that if we used any information to make a decision, then the source of that information should go in the work papers. The easiest way that we have found is to just take a screenshot of the Karbon client tasks and paste them into the PDF work paper. We also use MS Forms to collect much of the information, which we print to PDF and put in the work papers, which is a little easier than screenshots out of Karbon. Does that help at all? What we are trying to avoid is having to do screenshots or another software to collect the information. As I said screenshots are inefficient and time consuming.  

18
max
Sr. Karbon Community Guide
1 year ago
Becca Williams
Rising Star
Becca WilliamsRising Star
asked in Ask a Peer

How do you print client tasks for workpapers?

Hi there,   We’re a UK based company - so I don’t know if this would be different for compliance. For our tax return information, we ask clients to upload evidence (copy of P60 to confirm earnings and tax deducted), interest certificates etc.   The client drops them in to the client task - and we find the ‘download all’ button on the details page so helpful. Then upload that to our working papers.     So it’s not the documents that are the problem, it’s the questions and the answers that are given in the comments.  Our current organizer has over 20 questions (It could be longer but we pared it down).Even if Karbon would let you highlight the questions and right click to print them out it would be better but trying that only results in the questions being moved around.

18
max
Sr. Karbon Community Guide
1 year ago

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