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Replies posted by Kirk Jeske

22 Replies

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Mersal NasserBeginner

asked in Ask a Peer

Clear email in search

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.

2 years ago

Jeff JobsonBeginner

asked in Ask a Peer

Canadian Personal Tax Work

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

2 years ago

Mike LiangRising Star

asked in Ask a Peer

Would you like some new airpods? Only 1 catch - post a review to G2 Crowd for me!

Add a review, but I think I was too late. Happy to help either way.

2 years ago

Kellly HallBeginner

asked in Ask a Peer

Who uses QB time

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.

1 year ago

Terri SvihlaRising Star

asked in Ask a Peer

How to do follow up in karbon

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

2 years ago

Kaitlyn PorcheBeginner

asked in Ask a Peer

Font Color of Statuses

I believe the green text signals the status of the task is under the Process workflow status. The text is grey for all other workflow statuses.#Workflow

2 years ago

MiyaRising Star

posted in Ask a Peer

To-Do List Notification?

I feel the filter and sort by options already offered in To-do helps me and my team keep on top of our tasks for the day.

2 years ago

Jenelle EBABeginner

asked in Share Tips & Best Practices

Timelines

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.

2 years ago

Jenelle EBABeginner

asked in Share Tips & Best Practices

Timelines

Not a problem. Have had this happen to me before and totally understand.

2 years ago

KatharineBeginner

asked in Ask a Peer

How track client source

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

8 months ago

kylenecarseCommunity Champion

asked in Ask a Peer

Colleague Utilization - Exporting Time

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.

2 years ago

Jenelle EBABeginner

posted in Ask a Peer

Amending Completion dates in work

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

1 year ago

Grace McKayBeginner

asked in Share Tips & Best Practices

Benefits of tracking time for both work and contacts?

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

2 years ago

Anonymous

Complete Tasks Within My Week, and more!

Excellent improvements! Prioritizing working on now is a step forward for My Week. Attachment reminder is really cool, saving me a lot of future embarrassment. Undo in triage is a real time saver. Count me in for Karbon Intelligence!

100221

2 years ago

Tracy LampronBeginner

posted in Ask a Peer

clearing items from Triage

Maybe Karbon can send notification (a post in the chat maybe) to all users effected by the known issues and then also let them know when it is resolved.

2 years ago

Anonymous

Document management in Karbon

Nice! 👊🏻 Look forward to DMS connection with OneDrive/Sharepoint. 😉

200857

5 months ago

Anonymous

Updates to My Week, Time and Budgets and more!News, KPI, My Week, Search, Calendar, Time & Budgets

Search in My Week is such a handy feature upgrade. 😀 Thanks Karbon team for continuing to make it easier to manage my workflow! 👏🏻😎

77510

1 year ago

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