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50 Discussions

Aaron GilmoreBeginner

asked in Ask a Peer

Holiday time recording

Can i ask what do other practices do in terms of recording holidays on your timesheets, is it billable or unbillable. I am trying to work at getting a more accurate utilization value.

Jacob OberlanderBeginner

asked in Ask a Peer

Karbon make every time entry by default as billable - Need a fix

We’re trying to get a handle on our non-billable time, and we notice that Karbon counts 100% of the time as billable. After taking a closer look, we found that the timer has by default a task type of “none” which is billable - this is where the problem lies. There is no place where we can set up Karbon to memorize the last used option, so the timer will always jump back to “none”=billable. Is anyone using Karbon time to track billable time? If you do, how do you resolve this issue? It’s too big of a burden to ask the staff to choose every time the task manually.

Jeremy WellsRising Star

asked in Ask a Peer

Email window size

I know there’s probably a ton of HTML weirdness going on under the hood that I won’t even pretend to know about, but the size of the window when reading an email in Triage seems inconsistent and unpredictable, especially with emails that have large images.The window will expand to accommodate the entire image, then shrink back down to the height of maybe 8–10 text lines, which feels cramped.Other emails, usually newsletters with many paragraphs of text, will expand to scroll several pages and never shrink back down. I have to scroll all the way back up to reach the controls to clear or otherwise manage the email.As far as I can tell, there’s no way to expand or contract the window or predict when one email window will expand or contract. This can make managing Triage, especially from non-contacts, a bit of an unwelcome adventure.

evanrnhallKarbon Team

published in Product Updates

Document management in Karbon

Connect your Document Management System (DMS) to Karbon and manage client work files from a single source of truth. Today, we’re kicking off with Dropbox (OneDrive and more coming soon).With document management in Karbon, you can: Seamlessly integrate with your DMS Automate file organization and backups Save your files where you need them Collaborate on files Learn more about document management in Karbon. Introductory webinarsRegister for an introductory webinar specifically for Karbon customers. We’ll use Dropbox as an example and demonstrate how to: Connect your own DMS Automate your file organization and backups straight from Karbon Copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS Session 1: Tuesday May 24, 8.30am PDT | Tuesday May 24, 4.30pm GMTSession 2: Thursday May 26, 4.30pm PDT | Friday May 27, 9.30am AEST(note: both sessions will cover the same material)

Chris VialBeginner

asked in Ask a Peer

Work

I am currently having issues in viewing completed work for clients, Karbon just spinning its wheels, is anyone else having this problem

Aaron GilmoreBeginner

asked in Ask a Peer

Company Authentication Code

Is it possible to add an additional box in the contqct details to sav ethe company authentication code ?

Natriya AnekboonBeginner

asked in Ask a Peer

Date Format

Our dates seem to have automatically changed to be MM DD YYYY. Is there a way to change it back to DD MM YYYY? All our repeating items still have the DD MM placeholder but now when we try to create a new repeating item we can only select MM DD.

Imbi FinlaysonRising Star

asked in Ask a Peer

Undo automators

We are having an issue with clients who are ticking off items on their checklist and then unticking them. The issue is the ticking off initially sets our automators to mark the work item as ready to start and the next internal task as ready to start.When client unticks the box the work still sits on Ready to Start instead of the status reverting back.I am having to check all our work at Ready to Start to see if the clients have done this (we have had 4 clients do this today upon sending of the checklists for their Activity Statement work.Not sure if anyone else has this issue with clients?

Matthew ReifBeginner

asked in Ask a Peer

Document Management

Considering changing from Canopy. How does the document management work with client portal? Is this worth changing to from Canopy? I am only on the trial version and the one thing I do not like is that there is no folder options to sort files. I want to make sure if I make the investment its worth it. Has anyone else changed from canopy?

Ramakrishna RayabarapuBeginner

asked in Ask a Peer

task

task can be exist part of it will what happens

Danny GossBeginner

asked in Share Tips & Best Practices

Xero Practice Manager

Hi,We are switching over to Karbon at present. I am just wondering how those using XPM for billing handle Karbon? Do you still set up a job in XPM? If so then there are two jobs on hand - one in Karbon and the other in XPM? How do you then bill the client? What is “Best Practice”?Still a bit confused here.Thanks

Lisa RaicheBeginner

asked in Share Tips & Best Practices

changing email subject line

Can you change an email subject line in an email that is responded to in triage? Example client sends email with no subject. When I reply I want to add a proper subject line. Can I change the email subject line?

Rob LileBeginner

asked in Ask a Peer

Date Format Issue

Hi there, I have an issue with date format which seems to have changed for me when I view works in karbon. For me the format is MMM DD YYYY but the same works on my colleagues Karbon shows as DD MMM YYYY.I can’t see where this setting can be changed or why it should be different for meCan anyone please point me?ThanksRob

Ian JackRising Star

asked in Share Tips & Best Practices

Confining Template Sections to One Role

When I completed my Karbon template training the recommendation was that you should not mix tasks for different roles within one section. Can anyone explain why this is?In some of our processes, two colleagues will be working on one job and often the tasks often alternate between them. Setting up each task in a separate section because the role has changed results in a template with 50 or 60 sections, and each section contains only one task. This makes the template unwieldy and difficult to use. Is there a good reason why I can’t create a single section containing tasks for two different roles? The work can be assigned to the senior colleague so there is no confusion about ownership or accountability when the work is being delivered.

LusamaiBeginner

posted in Ask a Peer

Taking care of an organization

Has anyone come up with a standard way to dictate when John & Jane Doe organizations are created? We have a few clients that are divorced (but where we’d still want to keep that information and former spouse ready and available) and others that alternate between MFJ and MFS yearly depending on tax savings. Any tips? Thanks!!!!!Best RegardsJessica Layson

Kim ClemmerRising Star

asked in Ask a Peer

Workaround for recurring semi-monthly/monthly payroll jobs

For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad

Ian VacinKarbon Team

posted in Share Tips & Best Practices

Feedback needed? Give me a like if interested in sustainability.

For 2020 and 2021, Karbon has become carbon neutral by auditing and offsetting our carbon footprint (1K tons of CO2 in 2020, and 1.7K tons of CO2 in 2021). With the help of RyeStrategy, we have passed along the understanding, details, and templates to enable your practice to become carbon neutral, and also to perform carbon neutrality advisory with your clients.Question, is sustainability something that interests you? Have you done this with your clients? What resources would you like to have? If interested in the topic of sustainability, give a like to this post. I want to measure the level of interest. If you have some thoughts, comments or questions to add, leave a comment. I would personally like to know your thoughts and what Karbon can do to help to make a broader impact in the world we live in (specifically in the area of sustainability and social accounting).

Kevin GonzalezBeginner

asked in Ask a Peer

Capacity Planning... Hitting a Wall

Let me start by saying that I love Karbon… I’m constantly defending it while having discussions with my team, but with the immense growth we’ve experienced during the past couple years it’s getting more and more difficult to plan adequately. At the moment we’re very “project based” with our work, that means tax returns, monthly bookkeeping, attest, one-off projects, monthly CFO work is all contained within its own project, from start to finish. The issue we’re running into now, is that multiple team members may have a function within one project. Those functions may overlap or be staggered in time. As an example, a tax return project may have time inputs of: scanning - 30 minutes, preparing - 1 hour, reviewing - 30 minutes, assembling - 15 minutes, etc.. Now we could budget based on roles at the time we create the project, but that only leaves us with a view of the overall time necessary by the statutory deadline, it doesn’t help while trying to capacity plan on a daily, or weekly bas

Michaela HunterBeginner

asked in Ask a Peer

Account Analysis ideas?

Hi all! Our firm has been acquiring recent clients who need their books cleaned up quite a bit. We’re in the process of developing an accounting analysis process and am having a somewhat difficult time finding resources/inspiration. Does anyone have some thoughts/resources they’d like to share? Has anyone created their own account analysis template through Karbon?

Ian JackRising Star

asked in Share Tips & Best Practices

Shared Mailboxes in Karbon

Has anyone implemented shared mailboxes in Karbon, even in a partial way?I know this is likely to be a new feature in a future release of Karbon but shared mailboxes are such an important part of our business processes that I really need to try and do something to include communications to and from shared mailboxes in our Karbon workflows now.So, for example I have created a Karbon account for one of our shared mailboxes, but when it is specified as the email address in the “From: Other Colleague” section of the sending settings of the client task the email appears to come from the assignee not the shared mailbox.

maxKarbon Community Guide

posted in Ask a Peer

Email Aliases and client logins for bookkeeping

We do a fair amount of bookkeeping and are looking to expand that part of our business.We discovered that if we create a distribution list, the email comes through to Karbon as one email on two people’s triage lists. We use this for department-level email management. If one person clears the email, it still stays on all other triage lists until cleared, so it’s a little cumbersome in that regard, however, any notes, comments, and assignments are visible to all when made by one.Next what we did is we created aliases in our system for that distribution list.Example: bookkeeping@ourcompany.com is a distribution list that gets sent to three of our staff.acme_stores_llc@onmicrosoft.ourcompany.com is an alias of bookkeeping@ourcompany.com so all emails sent to the first come through the second.We use this alias email when setting up online logins to that client’s online banking and vendor portals.What is really cool is that when we list this email address as one of the client’s email address

LusamaiBeginner

asked in Ask a Peer

Reducing template sections to one role

HiI was told during my Karbon template training not to mix tasks for different roles within the same section. Why is this?Some of our processes involve two colleagues working on one job at the same time, with the tasks often alternated between them. Each task is placed in its own section because the role has changed, resulting in a template with 50 or 60 sections, and each section contains one task. The template is therefore unwieldy and difficult to use. Why can't I create a single section with tasks for two different roles? It is possible to assign the work to a senior colleague in order to avoid confusion about ownership or accountability. Thanks!!!Best RegardsJessica Layson

evanrnhallKarbon Team

published in Product Updates

Faster contact bulk updating and registration for feature beta testing

A fast tracked way to add and update your contacts in bulk You now have the ability to fast track updates to your contacts in bulk and add contacts in bulk for free with a two-step process.To do so, navigate to Contacts via the main left menu. On the top right, select ‘Export/Import’ and select ‘Download Bulk Contact Update File’.This will download an Excel spreadsheet containing your contacts’ information, ready for you to make your updates (includes detailed instructions about how to use the spreadsheet).Once your updates are complete, navigate back to ‘Export/Import’ in Karbon and select ‘Upload Bulk Contact Update File’. A chatbot will instruct you to hand over your updated Excel file, and a Karbon team member will import your updated client data. A reminder about features in beta The growing Karbon product team is a hive of activity, working to provide you with strong and innovative features and updates to Karbon. To participate in the current and upcoming beta programs, you can

Jess MarcelloKarbon Team

posted in Practice Excellence

The 2022 Practice Excellence Report is here 🎉

We've got an exciting resource or two to share with you all. Firstly, a new report:Karbon’s Practice Excellence Assessment is a tool used to help accounting firms better-understand how they're performing specifically in relation to their business abilities, including how they stack up against other firms.Every two years, we analyze the data, identifying the key areas separating leading firms from the rest, with an in-depth analysis of the most impactful findings.To date, over 1,000 accounting firms from across the globe have participated. And the 2022 Practice Excellence Report is an analysis of this data.You can download it here. Secondly, a supporting webinar:To further-explain the report's key findings and help you compare your own firm, Ian Vacin will be hosting a webinar. He'll deep-dive into the data along with Stef Gomes-Ng, Karbon’s Marketing Operations & Data Analyst, and Omer Khan, Karbon’s Head of Customer Success, APAC.Register for the webinar here. Thirdly...Now, if yo

Dan YamamotoRising Star

asked in Ask a Peer

Repeating Monthly Task

OH I can’t believe I can’t figure this out. I setup a monthly task from a template called give it a name of “TPT Filing April 2022” The dates are May 1 to May 20When I do the repeating I see the following: I select repeating period so it looks like this:But the repeat preview always shows “TPT Filing June 2022” with due dates in June. The next one should be May I don’t know how to fix this?Can anyone help?I am sure this is easy :)

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