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maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Human Accounting Mastermind - Collaborate to solve complex business problems through human-centric continuous improvement.

[UPDATE] Indefinitely postponedI’d like to try again with less rigidity and more collaborative sharing. Less seminar and more “Here’s a problem we had and how we solved it” and “Here’s a problem we have, how are y’all solving it” framework. The NewsMastermind DatesLink: Subscribe to Calendar (Tap the dates below to add individual dates to your calendar)July 7, 2022 August 4, 2022 September 1, 2022 October 6, 2022 November 3, 2022 December 1, 2022We are experimenting with holding the meetings at 3:00 PM - 5:00 PM ET. That may change upon receiving more feedback (drop a comment! 😀)The HypothesisTaken together, the companies in this community have solved most of the problems accounting firms face. The more we share, the more we can collectively learn to be better, more human-centric companies.The ExperimentWe will be experimenting with hosting a monthly video call where the people who join will work through the steps to define and improve complex business problems. We will run it like a

Aliesa JacksonKarbon Team

published in Ask a Peer

New Improved Product Updates & New NavigationUpdate

We always strive to improve our customer experience here on the community and so we've made a couple changes. We have moved Product Updates to the top navigation (see top of page) for increased visibility.You can find Product Updates here. You'll notice they have the same "Product Areas" as the Feature Ideas, and an improved Search function as well. We always want feedback on how to make this the best experience for you our customers, so please don't hesitate to comment here and let me know your thoughts and feedback!

Logan BaillieKarbon Team

Karbon Practice Intelligence (KPI) newest workbook: Repeating WorkBlog

Karbon Practice Intelligence (KPI) newest workbook: Repeating Work For many, it’s a busy time of the year: swamped with tax work while balancing all of the other tasks that are due. You might also be spending hours tracking and managing your team’s work to see that nothing falls through the cracks—that could result in surprises closer to April. If this sounds all too familiar, discover how the Repeating Work workbook will alleviate the pain. The Repeating Work workbook helps you track your progress and compares it with previous years. The visual indicators assist you to see where the work is and who it’s assigned to—which is a critical path to determining whether you are ahead or behind schedule. As a result, you are able to identify bottlenecks early and know how likely your firm is to get the work done on time. Work items can easily fall through the cracks if you don't have all the information or if input is required from others on the team. To prevent this from happening, the Repe

William MertzBeginner

asked in Share Tips & Best Practices

Establishment of a Karbon Users Group

I would be interested in starting a small (8 - 10 firms) user group who would be interested in meeting for an hour a month to discuss how everyone is fully utilizing Karbon, etc. Please feel free to reach out to me at wmertz@corporatecfo.com if you are interested.

Tom KneelandRising Star

asked in Ask a Peer

Google Drive DMS

I know Google Drive integration for DMS is coming, but is there an estimated timeline. I really need it this fall:)~Tom

David SadowskyBeginner

asked in Ask a Peer

QBTime, what does this mean?

On this guide for QBTime it says: Tracking time against a work itemTime recorded on work items does not track up to the contact level. You record time on the contact or work item, and they are separate totals. You can use the reporting in QuickBooks Time to get a total across both contact and work time entered. I haven’t connected our QBT yet, but I’m unsure what this actually means? In QBTime we record time by customer (we have a flat hourly rate regardless of work type). We want to keep it that way so I was only going to sync contacts, NOT work. Yet, what happens if someone presses the timer in a work item, it won’t get to the contact? I was hoping that now that we have Karbon, we could measure our time doing specific work as a way of analyzing our work load and time. So, ideally, in Karbon, we could see our time broken down by work, but in QBTime, just the amount of hours spent on a client.

Erin JamisonKarbon Team

posted in Community Feedback

New to the community? Introduce yourself here!

Welcome to the Community! We’d love to get to know you a better, so please introduce yourself! Here are somethings you can add to your introduction: Your Name What you do Favorite aspect of your job Favorite hobby to do outside of work Fun fact about yourself Reply with a quick introduction so we can get to know you better!

SamGSr. Community Champion

posted in Share Tips & Best Practices

PEW 79 Article: 3 wrong arguments against remote working

I read this and was taken by this quote: To me, it seems like a bit of a pointless quote/comment.Should you recruit people you don’t trust? No.Should you immediately trust anybody and everybody you meet? Also no.How does Finn Kelly recruit?Only recruit people they already know and fully trust?Have an onerous recruitment process that establishes trust before an offer of employment is made?To be clear, if you are distrusting of someone, I agree you shouldn’t hire them, but realistically, I think you are recruiting people who you don’t know and don’t yet trust, more often than not.

David SadowskyBeginner

asked in Share Tips & Best Practices

Advice on onboard CURRENT clients

The templates in Karbon are great for Onboarding new clients. How do people usually handle onboarding current clients - we are moving them from sharefile and no communication type portal to Karbon. I could just email my clients and let them know (with whatever other information we decide to include), or create a current client template with a client request and have that include the same exact information. Is there a benefit to one over the other?

DianeKSr. Community Champion

posted in Ask a Peer

How has your CSM helped you?

We all love our CSMs (Community Success Managers). If you are new to the community, they can assist you in a variety of ways. I was hoping to get community feedback on what your CSM has done in the past that helped you utilize Karbon better? Maybe we can all get a better idea of what a CSM can do. Hit me with your best CSM moments.

David SadowskyBeginner

asked in Ask a Peer

Is there a setting to go to work instead of timeline

Hi, when I click on a organization, is there a setting were it can take me to the Work tab instead of the Timeline tab?

Catelynn OosthuizenBeginner

asked in Ask a Peer

Client Group naming

When naming the client groups, what is the best approach to take? Do we use the main clients name? Does anyone have any ideas for us please?

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

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Connect Karbon API to Excel

Skip ahead:Introduction Template Files Instructions Troubleshooting Use-Cases and ExamplesIntroductionThe goal of this post is to help you connect the Karbon API to Excel.I will be updating this post with better code (more comments), and instructions on how to get this set up. I may do a series of posts loosely related to pulling in data from Karbon to model and use in Excel using Power Query and Power Pivot.If you use any of these functions or have better ways of executing this code, I would love to see your comments.Specific use cases should be addressed in new topics and then linked back to this topic. The most useful and interesting use cases posted in the comments will get added to this OP.Template FilesLink: Human Accounting Mastermind Document RepositoryIn the link above, you will find template files for Excel and Power BI (coming soon). These files have everything you need to get started, but there are some additional setup steps that I will cover below.InstructionsHow to add y

Mike RobinsonBeginner

asked in Ask a Peer

Karbon/Front

Does anybody have any experience of running Front alongside Karbon?

Amelia FreemanKarbon Team

Changes to Client Portal are coming

We are introducing changes to Karbon’s Client Portal to help you be more efficient with your clients. The information below was sent via email to all account owners last month. Karbon’s existing Client Portal, previously known as Client Tasks, has undergone an upgrade. In light of the new functionality, there are some changes to existing processes that you need to be aware of. These changes are coming in early August, so please get your practice and staff ready by giving them advanced warning.Here are a few things, we think are important to note:Changes The heading in tasks will be renamed from ‘client task’ to ‘client request’ to better align with terminology across the platform The PIN will be replaced by a magic link (a one-time use link). The magic link is secure, as it can't be accessed by anyone other than the users it’s sent to. But more importantly, it reduces friction and allows users immediate access to action their items in a list view. Changes to Settings — Your logo

Sean MeredithBeginner

asked in Ask a Peer

Multiple email addresses in one account

Can I have my Karbon account linked to more email addresses than one?We want to add a central payroll@company.com email address.Is there a way of linking my sean@company.com and payroll@company.com accounts so I will receive emails for both accounts in my triage? Also, when sending emails out, could I pick which account I want it to be sent from?

A

Anonymous

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)

Amelia FreemanKarbon Team

published in Community Guides

How to submit your Karbon feature idea

Welcome to the Feature Idea section within the Karbon Community! This is where you can suggest new ideas that will help make Karbon even better. We’re excited you’re here, and encourage you to share your ideas.To share your idea/s with us, simply click ‘submit an idea’ and follow the prompts.To ensure all Community members can enjoy sharing and engaging in potential feature ideas, we have some guidelines for everyone to follow. Search firstIt’s possible your idea has already been submitted, so to avoid any double ups, please search existing ideas first. You can then contribute directly to the existing conversation. Voting and choosing feature ideas to develop nextWe value all feature ideas submitted by our Community, and we read each and every request. But in addition to customer feedback, there are many factors that influence which features we implement. If an idea has a high number of votes, this doesn’t necessarily mean it will be added to the product roadmap. In the same way, if an

Tom KneelandRising Star

asked in Ask a Peer

Is there a Beta Version for Google DMS

I know there was a beta for Slack, and so I was hoping there is one for Google Drive, which would really help streamline things.

Pieter HollambyBeginner

asked in Ask a Peer

Estimated date of release for the new time and billing feature

Good day,I wanted to find out if anybody knows the estimated date when the new billing feature of Karbon will be released? I have gradually switched over my firm to capture time on KarbonHQ and fully switched over from Xero Practice Manager on the 1st of August. As I understand, the release will be in August but a more accurate date will be much appreciated for planning. Regards!

Joel BreierRising Star

asked in Ask a Peer

Comments on a section with multiple tasks

Hi,We had clients complaining that when they receive an email that they have comments, they are not able to see which of the tasks has the new comment, they need to check each of them to see where it is. I’m wondering if any of you have the same issue and you go about it. Thank you

Donna CoxBeginner

asked in Community Feedback

My Week work not showing up

We have setup recurring work and my staff have done part of the work and I need to complete it but it does not show up in my week.

Malcolm VeallBeginner

asked in Ask a Peer

Timer - setting to have it start immediately the previous timer is saved

Is there a way to have the timer start automatically once the previous timer is saved - rather than having to remember to hit the clock icon? (with the details to be added once the team member has started on the next activity) That way we would have a complete 8 hour day logged, without the gaps caused by forgetting to start the timer.

Tom KneelandRising Star

asked in Ask a Peer

email follow up

I am missing the ability I had in Gmail to have add-ons such as Boomerang etc to remind me to follow up on emails. Has anyone come up with a workaround in Karbon?

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