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Replies posted by BrooksW

76 Replies

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Erin JamisonKarbon Team

posted in Community Feedback

New to the community? Introduce yourself here!

Hello, my name is Brooks Wheatley and I am a Director and Team Lead for System Six Bookkeeping. I manage a team of five bookkeepers and oversee company operations as well is IT and cyber security. My favorite part of my job is supporting my team as they serve clients and helping to gain efficiencies and provide increasing value to the services we are providing. I also love continuing to demonstrate to my team the usefulness of Karbon!Outside of work, I enjoy gardening, woodworking, BBQ, and fishing. Fun fact, I have a ‘67 El Camino that I purchased when I was 17, and for a couple years it’s been in a restoration process that is almost completed!

101

21 days ago

kylenecarseCommunity Champion

asked in Ask a Peer

FIFO/LIFO

Hello Kylene,You can update the start date once all client deliverables are received but you have to ensure that you move the task due dates along with the update of the start date so that all future work is correctly calculating the due dates going forward (e.g. x days after the start date). Note, if the work is to be recurring work, be sure to put the work on a recurring schedule prior to moving the start date.

2 years ago

Victoria PetersSr. Community Champion

asked in Ask a Peer

Insights - There is a lot of information there

Victoria,Insights reporting for Work helps me identify individuals who might be struggling with their workload, or with their understanding of Karbon. For example, if someone has a lot of work items not completed on time, I can dig into whether that's because they're overworked or if they just haven't gotten into the habit of marking items complete in Karbon yet.It also helps me establish baseline expectations for individuals and teams on how they should be performing so I can tell who is lagging and who is a rockstar.Email Insights are also helpful because I can monitor whether emails are being properly attached to client timelines. I can also check in on whether everyone is keeping their Triage clear, as well as which clients are the most needy. In addition, I can see the turnaround time on how quickly the team responds to email.

2 years ago

AntoniyaB.Superstar

asked in Share Tips & Best Practices

What are others preferred app stack choices and why?

Stuart, Karbon's CEO, did a webinar on their tech stack and how to best select apps or tools.Check out the recording here: https://karbonhq.com/resources/integrated-accounting-firm-technology-stack/ .In addition, Envolta did a webinar with Karbon walking through their tech forward tech stack.Check out the recording here: https://karbonhq.com/resources/the-perfect-tech-stack-for-accounting-firms/

1 year ago

Erin JamisonKarbon Team

posted in Share Tips & Best Practices

Best Practice: Remind yourself to remind your clients of outstanding client tasks

I do really like the Resend Client Tasks global Automator. There are many times where I am scanning open Work and wondering why it is still open. Because the Work status says “Resend Client Tasks,” I immediately know that is because we are waiting on the client to send us something.

2 years ago

Erin JamisonKarbon Team

published in Share Tips & Best Practices

6 time-saving ideas for using Karbon Automators

Emily and Smitty,You can go either way, and it depends on your preference. If you perform the work much like a relay race, best to have an automator that assigns the work to the appropriate person. The advantage of this is that it will notify the new Work assignee in their Triage. Otherwise, if you prefer to have the work owned by a particular person (project management style), you can have an automator that just flips the status of the tasks to a status like “Ready to Start.” If your team is used to reviewing Work by Status in their Work/Kanban view, and knows it’s their turn once a Work has changed status, then this could work as well. Using an @ mention is also a great tip in flagging the person that needs to get their tasks done.

MariaVRising Star

BrooksWSuperstar

Email Outside Triage

Coral, those are great ideas! Whenever someone sends me an email, I respond by internal commenting on that thread. If they respond back, then I know they are using Karbon. On a future training I need to mention that for internal communication, Notes are the best way send messages instead of email.Also, I didn’t know that you could default Outlook to open with the Calendar view. Is that in the Settings?

2 years ago

Terri SvihlaRising Star

asked in Ask a Peer

How to do follow up in karbon

Max beat me to the punch on this! Just remember to have your filters show completed Work/Tasks in case it’s already completed.

2 years ago

Diane AmatoBeginner

asked in Ask a Peer

Disassociate an organization with a person

Diane,If you go to the Details tab on their individual contact, click on View Card, then Edit. Once you do that, you should be able to click the X next to the Organization, and that should remove their association from that Organization. Let me know if that does not work, because that is what I would attempt to do in this situation, and if that doesn’t work, it would be helpful to know.

2 years ago

Terri SvihlaRising Star

asked in Ask a Peer

Emails copied or shared with colleagues automatically

A good way to address this is to create a distribution list for each client. Example: client@yourcompany.com. Then, have the client exclusively use that email when emailing your company. You can then adjust in your email settings who is a member of that distribution list without your client knowing exactly who their messages are going to. That way the client will never really know when you are switching out junior staff.

2 years ago

grgpennBeginner

asked in Share Tips & Best Practices

How can we embed Loom videos in tasks

We add them as links as well. Also, we use links to refer to files in our cloud storage. It would be nice if they were direct linked to those files so that the link could follow a file if you move it, but I don’t think Karbon has that functionality yet.

2 years ago

JarvisBeginner

asked in Ask a Peer

How to create a work template or work item with NO client

Jarvis, you can also add a few different “clients” for your firm for different departments. For example, Ops, HR, etc. This is helpful if you want to restrict certain work to different team members by restricting the “client.”

2 years ago

Lovie

asked in Ask a Peer

Template for Tax Organizer Process

Lovie, here is a good resource for all the templates that Karbon has made available, all sorted by category. It may be helpful to find what you need!https://karbonhq.com/templates/

2 years ago

Anonymous

Complete Tasks Within My Week, and more!

Great job Karbon! I’m looking forward to being able to drag and drop the Working on Now tasks.

100221

2 years ago

SamGSr. Karbon Community Guide

posted in Ask a Peer

What is more important to those of you who track time? $ or Hours?

Sam,Ultimately the cost ($) is the most important, but our time is also allocated based on the cost. Since we charge a fixed weekly retainer, we are able to set time budgets for each client based on average hourly cost. After the fact, we use actual cost to compare to income to figure out the net profit per client.

2 years ago

Christopher T Raines

asked in Ask a Peer

Exporting organizations with contact details

Whenever I need a lot of detail exported out of Karbon, I reach out to Support. They are able to export much more detailed information out of the system.

2 years ago

Mary-Clare SwitzBeginner

asked in Ask a Peer

MyWeek failure

I have been noticing the same thing as Coral. Everything not assigned a week will be sitting in “To Plan.” It’s important (at least for now) to go through this regularly and move relevant Work and Tasks back to “This Week.” I’m with Coral in hoping that as My Week becomes more established, the items will flow through more consistently.

2 years ago

Wendy BarnaboRising Star

asked in Ask a Peer

Work Item Creation responsibility in your org?

2 years ago

Anonymous

Updates to Work Insights, and more!

This update helps me finally confirm what I suspected all along. Average time spent Waiting for Client was 9 days! Now I can work on seeing how we can improve that.

70917

2 years ago

Mary-Clare SwitzBeginner

asked in Ask a Peer

#myweek - one off Work (not repeating)

Great answer @Victoria Peters!@Mary-Clare Switz I think the reason everything goes in the To Plan bucket is that unless you specified in the Work repeat settings that you want it to land in My Week, they want to put it in a place that you will need to regularly review. The idea being that we should always be looking in To Plan to decide if we want to assign it to This Week, Next Week, or Later.

2 years ago

Pauline HaydonRising Star

asked in Ask a Peer

We use whatsapp with our clients at log... how do others keep track of text message etc communication with clietns?

This is a big black box for us and I am glad that it was mentioned! So far we are not tracking any text message communication in Karbon, and that has long been a concern of mine. I’m liking the suggestions so far.

1 year ago

Vinnie StevensBeginner

asked in Ask a Peer

Tag multiple items in triage to one work in one go.

@Vinnie Stevens This was mentioned on a recent call with Karbon as something that is currently in development. Right now you can select multiple Triage items and clear all of them at once, but I agree it would be great if you could also tag all at once to a Work item. I’m not sure where it is on their road map, but my impression was sooner rather than later.

2 years ago

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