Replies posted by Craig Budgen

8 Replies

Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Introduction to My Week in Karbon

Better watch this tonight I reckon.

306543
Amelia Freeman
Karbon Team
1 year ago
A
Anonymous

My Week is coming very soon, and more!

This looks awesome. Can’t wait to use it.

9008
Amelia Freeman
Karbon Team
2 years ago
D
Rising Star
Daniel McGurenRising Star
posted in Ask a Peer

Time & Budgets

We moved from T-Sheets to Karbon when their timesheeting feature came out.We record time at a job level, if there is one set up, because we want to know how much time we have spent at that level.When we calculate our fixed fee, we look at a number of factors, one of which is the profit we want / need to make from the client for the year.  the only way to know this at a reasonably granular level is how much time is being spent on each of the jobs which make up the work to be performed for the client.Also, we want to know if staff are taking too long on jobs so that we can identify training needs within our firm. Hope that helps.

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max
Sr. Karbon Community Guide
6 months ago
A
Beginner
augieNPIBeginner
asked in Ask a Peer

Anyone have emails not send or show up in sent folder in Karbon?

You mentioned in your post that they are drafted emails.Sometimes I’ll draft an email and think that I’ve sent it but, because I’ve been distracted by a phone call or staff query, I won’t have actually hit “send”.Maybe have a look in the Drafts folder.  It might just be there.

2
Craig Budgen
Beginner
2 years ago
Mike Liang
Rising Star
Mike LiangRising Star
posted in Share Tips & Best Practices

Desperately wanted features - new work setup from template

Hey MikeYeah, good questions.We have a fantastic admin team member who, among other things, is in charge of our workflow and she is also our Karbon champion so she knows the system better than anyone in the office.In terms of your two points, we have a meeting rhythm which allows for the workflow to be managed by her with little input from partners (i.e. although there is always adhoc input as adhoc jobs come in).Because we have weekly workflow meetings and daily huddles in which we discuss workflow jobs, issues and deadlines, she is usually across it.In terms of communication, if something needs to be done or a job unexpectedly needs to be bumped up the pipeline, we will @message her in the job and she will take it from there.Hope that helps.

3
Craig Budgen
Beginner
2 years ago
Mike Liang
Rising Star
Mike LiangRising Star
posted in Share Tips & Best Practices

Desperately wanted features - new work setup from template

Hi MikeI know what you mean in terms of having many different types of work.  We do too.It’s certainly worth setting up the standard work template for each of the different type of work because it absolutely saves time in the long run.Having said that, we have one work type for Individual Returns and one work type for Financial Statements and Associated Tax Returns and that is working just fine for us.  We certainly don’t see the need to differentiate between a company year end job and a trust year end job as, to our way of thinking, they have essentially the same work process.The other issue I’d raise is that we have administration staff creating the templates (i.e. with input from the accountants and other team members) and we have our admin team creating jobs rather than our accountants who, as you mentioned, we want to be doing chargeable accounting work. Hope that helps mate

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Craig Budgen
Beginner
2 years ago
N
Rising Star
NancyRising Star
asked in Ask a Peer

Outlook Emails Intermittently Not Pushing to Karbon Triage

Hi Nancy. Awesome question.  I’ve had that exact issue.  I’m pretty sure that this has happened before and is a known issue.  Maybe have a look to make sure that the attachments aren’t stopping it from being pushed through to Karbon. Hope that helps.

5
N
Rising Star
2 years ago
Michael Parker
Beginner
Michael ParkerBeginner
asked in Ask a Peer

Xero

We’re the same as Sue. We use Practice Ignition for all of our engagements. However, we use Karbon for both workflow management and the recording of time. 

6
Stuart McLeod
Karbon Team
2 years ago

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