Replies posted by Kirk Jeske
Great questions @Grace McKay. I have been syncing QB Time in my firm for a while now… back when it was called TSheets. 😆 I track all time to work which gives me the benefit of seeing efficiency of each work item. This can also help when budgeting work items then comparing to actual in Karbon.Hope this helps. #Time&Budgets
Great question @Jenelle EBA. Haven’t heard if this feature is on the roadmap for Karbon team. No way, that I know of, to adjust the close date. Accurate completion dates are understandably important when measuring performance and efficiency of work items. Karbon has caused me to put a greater focus on completing work items regularly. Once the ‘file close’ task hits my to-do list, I try to complete them in short time. This helps ensure the date of close for the work measure fairly accurate. In some cases, our team now closes work items when the substance of work is complete, which may be for all tasks are actually done. We setup a separate note to track a remaining, lingering task item. For example, a tax return may be significantly complete, but the customer is taking longer than expected to pick up their paper records. We close the work and then create a note to track the return of records. the note item allows us to set to-do and due dates and assign to team member, if necessary. Hop
Don’t know of a setting for this in Karbon. I can relate. Switching between minutes and percentage of an hour often messes me up. Solution might be to build a worksheet in Excel workbook that draws information from the Karbon export. This would allow you to build a formula to divide by 90 min. The formulas can then be easily copied through out to show you the analysis you are looking for.
Great question @KatharineI don’t know of any specific field to populate and track how a customer was acquired. Solution might be to type this information to the notes field of the customer found under the details tab, click “All Accounting Details” found under the Account Details section, then client Edit Basics and the notes field is found at the bottom.Hope this helps. #Best Practice #Client management
No feature available to bulk select items in the timeline of a contact, then add it to the timeline of a work. As a best practice, I recommend adding to all the appropriate timelines right away when assigned. For example, if I receive an email I from a customer I will right away make sure it is added to the timeline of the contact and any work items it may relate to. If I were to assign this email to a colleague, then it is already added to the appropriate timelines. Hint - You may add an email and note to many different timelines.
Great tip from @kylenecarse. My week is a great feature.There is no “follow up” reminder option available when assigning emails to your colleagues.One of the main reasons for me switching to Karbon was to reduce the clutter. I feel that additional reminders hitting the Triage would increase distractions for me.Let me share how I handle this with my team. When I assign emails and other items to a colleague, I make sure to also set a due date. The “Notify me - New emails and comments” should be toggled on. Any future email replies or comments on this thread will hit my Triage, since I am included in the conversation. Tip, when you click the three dots of the email, under “Visibility” located on the bottom right side, you may see the number of colleagues that may see this conversation.Sometimes I @mention other colleague in the comment field when I assign the email so they are included in the conversation. This increases transparency across the team and ensures client issues are being han
We use QB Time which is integrated with Karbon. I like the geofence features and app user interface of QB Time. All my team members tack their time using the app which then syncs to Karbon and payroll (Wagepoint). Many types of controls are available in QB Time that are not in Karbon which allows for greater automation for team members and across my whole business.Have been using this configuration for about 2 years now.One perk is the reporting and analytics of time that is available in QB Time.
When it comes to working files, I use Karbon to handle what it does best… manage the workflow and customer delivery. I use a file preparation solution for client queries and support documents received from the customer. I use Xero Workpapers for year-end file preparation, all non-assurance engagement. Understandable that audit is a different animal.
There is no feature in Karbon that allows for an export of comments added by customers. I’m guessing you would like to the add client comments as proper documentation in a working file.I use Microsoft sniping tool (screen shot in iOS) to copy sections and then past them into where you want to add the documentation.Another option is documenting in the working file the main points of the customer comments and then referencing to the Karbon work item for more details. For example, “Customer confirmed the draft financial statements via comment in Karbon. See Karbon work item for more details.”
Hi Lisa,Great question. Our firm also uses standard client tasks in many workflows, that may not be appropriate for all customers. I prefer not to delete the client tasks from the work item as that task may be useful in future repeating work. Currently, I’m not aware of any client task status other than “Not Sent Yet”, “Sent”, and “Complete”. You already identified the work-around I use, which is marking the task complete and adding a comment (internal or external) that the task is NA (Not applicable). I find it quick and effective for my team. Kirk
I’m a Canadian user also. Welcome. I have found it best to create a separate work item for each T1 so the entire process of the return can be managed and tracked properly, right up to transmission. A separate work item for each return allows us to standardize the process best. From each work item we can send a delivery client task to each taxpayer along with a note of key points about their return (i.e. amount owing, reason for change from prior year, items that may not be expected by the customer). For any client tasks we think are redundant or not necessary to each family member, such as ‘pick up records’ or ‘delivery meeting’, we will mark them as complete before clicking send. You could delete a client task also but I have felt it hurts standardization and it not available on future work if circumstances change for that particular family member. We use groups to connect the Companies and individuals related to the business owner. We even add collaborators to this group, such as ban
I agree with Maria about allowing #Triage be the tool to learn good habits. If you really must remove emails at bulk from Triage you may consider opening your inbox from your email provider (i.e. Googlemail, MS Outlook, etc) and moving or removing the emails from your inbox. Karbon populates Triage from your inbox. I suppose you could move emails at bulk to the ‘Archive’ folder which Karbon moves ‘Cleared’ items to. Allow me to encourage you to allow Triage to focus skill in delegating and tasking your emails. You will feel better after it becomes daily routine, trust me. 😉 For those less important emails you may want to use the #LowPriority feature.
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