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Rebecca WilliamsKarbon Community Guide

asked in Ask a Peer

Expense processing - what tools do you love ❤️ (and which should we avoid)?

We currently use Dext and have been for quite some time but we’re becoming more and more frustrated by the simple things it can’t do and lack of product development. Thought I’d crowd-source from the community what other options are out there!We’ve used HubDoc previously, and unfortunately there are many frustrating limitations with that as well (and also lack of product development) so that’s off the table for us as an option.A couple of others I’ve come across and will look at testing are Veryfi and AutoEntry by Sage. We’ve also been told the QBO receipt capture tool is being improved. I don’t believe it’s near what we would need at this stage, but if you currently use it I’d love to hear from you too!

Shannon YuedeBeginner

asked in Ask a Peer

Email keeps going back into Karbon after Clearing

I have cleared an email from Karbon no less than a dozen times. It keeps popping back up in my Triage….It’s not because I am being tagged or someone is replying to the email, it’s the same thread with all of the same info and it just won’t stay away. Its very frustrating. Thank you!

Darren FortuneRising Star

asked in Community Feedback

In Status timer

Do we have a glitch that’s developed on the In Status time in the list work view. It’s showing in Days Hours Mins…. it’s a bit excessive as you only need to see number of days. Looks too busy with full format

Lauren ScottBeginner

asked in Ask a Peer

No Office 365 signature found to import.

I have a signature in my Outlook, and my O365 account is connected to my Karbon but when I click “Import Office 365 Signature” I get the error message: “No Office 365 signature found to import.” Why is this happening?

Logan BaillieKarbon Team

Updates to KPI Budget workbook refines budget tracking and enhances data accuracyBlog

The Karbon Practice Intelligence Budget workbook has been improved based on customer feedback. It has been designed to consolidate your budget tracking, enhance data quality, and simplify clean-up procedures, all of which contribute to optimizing your bottom line.With this new version, you can track your budgets in real-time or retrospectively once they have been completed. Client level and employee level roll-ups have been introduced, which enable you to easily identify areas and individuals that are exceeding the budget. Ultimately, this workbook helps you focus on what truly matters for your financial success.What’s more, data quality and clean-up features are now integrated directly into the workbook. The new Data Quality tab allows you to quickly identify any potential discrepancies in your Karbon data that might affect your reporting. This empowers you to swiftly and conveniently perform a clean-up process. The ability to filter work items without budgets has also been added, ens

Darleene ReeveBeginner

asked in Share Tips & Best Practices

COLLEAGUES NEED TO BE ABLE TO EDIT A NOTE I PINNED TO AN ORGANIZATION

In the past we used an excel spreadsheet to add specific notes to each clients file. Ex cc numbers, things that need to be referenced regularily, this could be updated my anyone in the company if any changes were made or needed to be noted. Each client had their own tab for these notes.I copied all these notes from out “TASK by CLIENT” sheet and pinned them so they are seen immediately if an organization is opened.However we have noticed if I created the note, no one else can add to it. Any help would be appreciated and steps on how to do it. thanks in advance!

Jarett SBeginner

asked in Ask a Peer

To-Do vs My Week vs Work

Hey Everyone, Our firm is having some difficulty determining where we should be looking to see outstanding work for our team. We are using some iteration of To-Do, My Week, and Work as each one of them some benefits as well as their shortfalls. To-DoThis is what we have everyone use as it has the ability to list all tasks at a granular level. Our work item set up isn’t task heavy. Anything that can be done in one sitting is listed as one task with multiple steps in the description. What we do not like about To-Do is that you cannot get a total time budget allocation for all tasks in a given time period nor is it guaranteed that they will all show up on the client profile as work completed for a client. Example would be small tasks that were assigned from emails and not attached to a work item are not visible as items that were completed for a client when we are assessing how much out of scope work we do for a client throughout the year. My Week We have not yet been confident enough in

Kristine GrayRising Star

asked in Ask a Peer

Better workflow from Triage to My Week

I love Karbon...but I’m really struggling with the efficiency of having to go through Triage, assign emails to My Week, and then go through them all over again in My Week, to sort them into the different timelines (This week, next week...).There has to be a better, more efficient way. The current workflow has me ignoring My Week completely.Help.

Kari HannumRising Star

asked in Ask a Peer

CRMs

Hi Everyone, we are looking at using a CRM. Right now we are going to demo Hubspot and Pipedrive.Does anyone have experience with these programs?Have you been able to scan business cards?

Amelia FreemanKarbon Team

asked in Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

Hi Karbon Community! Sending to Multiple People (being able to send a client request to more than one person) is in development but I had two questions I’d love some more information on: How many people do you need to send one request to? Does the number tend to be the same or are there circumstances where you would need to send the request to more or less people? Thank you!

Kendra MottlBeginner

asked in Ask a Peer

Saving things in Karbon

Hi, I was wondering what’s the best way to save documents for a client? Should I be using Karbon and Google drive or can all the info be saved to Karbon in one place? I noticed you can attach documents to a client’s work item but after the work item is complete are those documents archived?

Jess MarcelloKarbon Team

published in Share Tips & Best Practices

🚨 New playbook alert: Double Your Firm's Pricing in 4 Easy Steps

Very excited to share our latest ebook with you all: 🎉 The Pricing Playbook: Double Your Firm's Prices in 4 Easy Steps 🎉 We worked with Ryan Lazanis from Future Firm to create a guide to help you charge what you're worth. It covers these 4 steps for doubling your prices:Lay the foundations in your Discovery Call Set up 3-tiered pricing Leverage an ‘Options Call’ Finalize the sale with a well-defined agreement We also debunk some common myths about raising prices and delve into the psychology of pricing. You can download it here. Would love to know your thoughts—feel free to add them below. Or email me at jessica@karbonhq.com (while you're at it, if there's something you'd like to see more of over at Karbon Magazine, let me know). Happy price increases to you all 👋

Cynthia VinczeRising Star

asked in Ask a Peer

Creating a Quote for Clients

I’m reviewing the roadmap webinar for Q2 2023. I’m very interested in the Time & Budget and invoicing… but as we engage a client, we should be creating a quote…. Can you create a quote in Karbon????

Sara GoepelKarbon Team

published in Share Tips & Best Practices

Karbon product roadmap preview: Features and updates coming in Q2 2023 🎉

Thanks to all who joined me and our Product Managers for our product roadmap webinars for Q2 2023. It was great to see so many familiar names!For those who weren’t able to join us live, we presented some exciting updates to Karbon and shared how you can expect you, your team, firm, and clients to benefit.You can watch the recording to see:Karbon AI Shared Triage New integrations Billing and Payments Updates to KPI, Work, and Client PortalPlease feel free to join the beta programs showcased in the presentation. Karbon AI BetaXPM BetaBilling BetaAnd for customers who would like to provide their feedback on Custom Fields for Contacts Report, please fill in this survey link.We’d love to hear what you think, and any questions or feedback you have. Feel free to share them below.

Sandy ParkerBeginner

asked in Share Tips & Best Practices

How to Create Workflows for Fiscal Year Ends

We are finding it it very time consuming and very difficult to try and figure out how to enter workflows for clients that have fiscal year ends. Does anyone know of an easy how-to process for this?

Jessica N MoonBeginner

asked in Ask a Peer

Sending a client a link to their reports

Hi, Is there a way to store links to the clients reports that they can easily access through their portal? I’m also still trying to understand what they see on their portal and if we can access it? Is there a way to send those report links without sending an email?

Erin JamisonKarbon Team

published in Share Tips & Best Practices

6 time-saving ideas for using Karbon Automators

I like to think of Karbon’s Automators as ‘if this, then that’ rules. You let you set task and work statuses, assignees or more to automatically updated based on a certain activity happening (such as the preceding tasks being completed). They are one of the most powerful ways you can use Karbon to take care of all that boring admin work, and save your team a ton of time in the process. Here are 6 of our favorite ways that we’re seeing Automators being used. If we’ve missed any of the go-to ways you use Automators, we’d love to hear from you. Leave a comment below! Let your colleague know their tasks are ready to start. A lot of tasks in your workflow are dependent on others being completed first. If you’re preparing a tax return, the work papers can’t be started until the financial statements have been signed off. Or if you’re performing payroll, there is a lot that needs to happen before pay run can be scheduled. This might be OK if you’re the one completing each step in th

StuartKKarbon Team

posted in Ask a Peer

How do you use e-signing/e-signatures?

Hi all,As part of building our understanding of which e-signing approaches are used across Karbon customers, we’d love to know more about the tools (such as DocuSign, Adobe Sign, Go Proposal, Ignition, etc) you use to collect signatures and approvals and the workflows in which you use e-signing.Leave me a message below of send message if you’d like to chat.Thanks!Stuart

Marshall MartinBeginner

asked in Ask a Peer

GoProposal vs Practice Ignition and why?

Both companies claim to work well with Karbon, but I’d like to know about your experience and why you chose one over the other. We’re leaning towards GoProposal, but it appears that most Karbon users using this type of app prefer Practice Ignition. Does Practice Ignition integrate better? Is there less manual work in Karbon after signing an engagement? Please share your experience so we can make an informed decision.Thank you!

LD7ESuperstar

asked in Ask a Peer

Best Practice for Seasonal Employees

Situation: Seasonal tax preparer(s) who return each year should retain their assigned work/tasks for the clients/work assigned after restoring the seasonal employee from Archived status.When Archiving a User, the archived user has all of their tasks/work reassigned to another user in bulk and also would not retain their tasks/work for new annual work when it recurs in the subsequent year. My thought would be to create a Temporary User with a Dummy email which we could then assign all of the Archived Users tasks/work to. This would be a placeholder. Once the seasonal employee comes back we could then Archive the Temporary User, assigning all of the work back to the Seasonal employee.This would be done so we are not incurring a licensing fee for the seasonal employee and we do not have to then go back into each work item to reassign tasks/work each year.In Andi A’s Best Practice Tip she indicates as long as the Temporary User does not accept the invitation we would not be charged for the

Melissa ReevesBeginner

asked in Ask a Peer

How to delete mass work projects

We had Karbon set up with reoccurring monthly work. But we did not start using Karbon yet. So we have a ton of past-due work projects that need to be deleted. How do you do that for mass work projects?

StuartKKarbon Team

asked in Ask a Peer

API rate limiting questions

Hi Karbon community & API users - The Karbon API is growing in popularity and use - we’re still a way away from that popularity impacting the speed and availability of the API, but we’re conscious that at some point we will need to address this and don’t want it to come as a shock to anyone.We’d love your thoughts on API rate limiting and performance - but for now the sorts of limits we’re proposing would be something like:10,000 requests per day per Karbon account/API application key a maximum of 60 requests per minuteWhere the limit is exceeded, we’ll respond with a different HTTP status code (429) and a header telling you when you can try again.Specific questions:Have you ever had to deal with API rate limiting before? Would these limits cause you issues? Are there behaviours in the API today that cause you to send more requests? Are there any performance (e.g. response speed) issues that impact your API use today?Many thanks,Stuart

Amelia FreemanKarbon Team

External name on work items and work templateBlog

An external name field has been added in the details tab for work items including repeat schedules. It also appears on work templates so you can set it up once. If populated, this external name field will replace the work item name wherever it is mentioned on client request emails and in the client portal. This gives you the flexibility to have an internal name that your firm recognizes and an external name that is more appropriate for your client. Set up is simple. For instructions on how to do so, visit this support article.

Craig CodyBeginner

asked in Community Guides

Multible business's inside Karbon

We are adding a second pe=ractice to our business along with a partner in that business. Is there a way to set this up (Best Practice) so that when reports are run we can see only 1 business at a time??

blueprintbrianRising Star

posted in Share Tips & Best Practices

Client Manager vs Client Owner

Curious to know how everyone uses the Client Manager vs Client Owner vs Other Colleagues on a client. We put tasks on organizations for bookkeeping and I’ve been assigning the Client Manager as the Bookkeeping Manager on my team. Other colleagues are then the bookkeeping team working on that client. How do you use these fields in your Karbon account?

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