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Lauren LewisBeginner

asked in Ask a Peer

Template Building

Hi Everybody! When it comes to building templates, do you find it best to write out your current practices or rather research ways to improve upon your foundation? What tools have you found to strengthen your operations? Thank you!

Victoria PetersSr. Community Champion

asked in Share Tips & Best Practices

What Karbon hack have you created that you are most proud of?

I’ll go first - I have created a Hidden, Internal contact for myself (I used my role as the name of the contact since using my name would be problematic)Under this contact I have created several work orders that are not related to clients (internal reporting prep, setting up regular meetings, Newsletter creation...) but are key to me staying on top of my work.The repeating schedule matches the work I have weekly commitments broken down by task, I keep the status updated on each task so even if I get interrupted I will know where I am at on my weekly commitments. Bi-weekly/Monthly/Quarterly are set up so I don’t drop the ball because time flies. I have them set so the tasks populate 1 day before the start date so it is always a current list of tasks. I link emails and notes as they come in but do not have to shift my focus to that work until it’s time to actually work on it. Some are simply ‘parking lots’ for items I don’t want to lose track of One off projects that may have severa

Rinnai HansenBeginner

asked in Ask a Peer

How to run a report for client time tracking

Hello! I am hoping someone may be able to help me. I have tried finding this myself and I can not find an ‘easy’ solution. We are a fixed fee firm, however, we do have a handful of clients on an hourly rate agreement that require manual invoicing each month. We have an external billing software we use, and don’t wish to move to Karbon billing. Before Karbon, we previously used XPM for our timesheet tracking, and based of these timesheet entries, I could easily pull a standard monthly report in XPM to show - the total time entered per client, over particular dates, for multiple clients. Now that we are using Karbon timesheets, and it has come time to do EOM billing, I am struggling to find the equivalent report for this in Karbon. I just need to be able to see all clients at once, the actual time/hours spent on their work (regardless of work status ie completed or WIP), and during a set date period (not for just the month or March, or the last week etc). Is this possible?Thank you in ad

Johanna LoeraBeginner

asked in Ask a Peer

Tech and trouble shooting with Karbon

I notice that we have buffering issues off hours when our IT department is not available. How do you receive tech help?

Dave GeorgeKarbon Team

Billing & Payments available to all Karbon customers

Introducing Karbon Billing & PaymentsBilling & Payments, the most extensive new Karbon feature ever built, is now live. After a successful beta program, all customers can access flexible billing, faster payments and real-time reporting built into Karbon.To see it in action and learn how to get started, register for a live webinar.You can also read the help support articles to get started now. Billing integrated into your workflowKarbon Billing provides you with a fully automated billing workflow that removes the manual steps of reconciling time, work, and billing. It consolidates multiple time-tracking, project management, and invoicing tools into a single platform.You can also collaborate with colleagues at every stage of the process and monitor updates with a full audit trail. Flexible billing optionsHowever your firm bills today, you’ll benefit from Karbon billing. And it can adapt to how you may bill in the future.If you bill based on time and materials, you will eliminate

naomi_paulsonRising Star

asked in Share Tips & Best Practices

Encouraging Staff Adoption of Karbon Software

Hello again,I'm reaching out with a question regarding staff adoption of the Karbon software within accounting firms. We've recently implemented Karbon to streamline our client management processes at our firm. However, I've been faced with a lot of reluctance among our staff to fully embrace the platform.My boss and I have observed that many team members are hesitant to transition from their previous methods of client management (excel spreadsheets, mainly). They see Karbon as more labour-intensive and challenging to navigate. Despite encouragement to explore and familiarize themselves with the software, I'm finding it challenging to motivate them to do so.I'm curious to learn from your experiences.How have other accounting firms successfully encouraged their staff to fully adopt Karbon software? What strategies or incentives have been effective in overcoming initial resistance and fostering enthusiasm for using Karbon? Have you encountered similar hesitancy among your team members, a

Priscilla TaylorBeginner

asked in Ask a Peer

Multiple Email Addresses

My boss wants me to have access to his email account in Karbon (as well as mine) so that I can take over the admin tasks from him and create work for both of us so that he isn’t bogged down with this side of the business.I have read the best practice suggestions to create an alias and add that to the MS 365 settings - my concern is that we don’t want a general/alias email. We want clients to still be able to send emails to him rather than an alias address. Is there a way to do this other than adding his email to my Karbon account.

naomi_paulsonRising Star

asked in Share Tips & Best Practices

Encouraging Client's Usage of Karbon Checklist for Document Uploads

Hi everyone!As we are nearly fully transitioned to Karbon, I've started sending out Onboarding checklists to our clients. These checklists help us gather all the necessary information for setting up their profiles in the system and preparing their corporate taxes. However, we've run into an issue where many clients are sending their documents as attachments in reply to the email, instead of uploading them directly to the Karbon Checklist.I'm curious to know how others have tackled this issue and encouraged clients to use the Karbon Checklist for document uploads. Any tips or tricks you've found effective in making this process smoother would be really helpful.

Steve WortmanRising Star

asked in Ask a Peer

Logo on invoice

My logo is too small on the invoice template. How do I re-size it?

Rachel PengKarbon Team

Recurring work deadlines, upfront payment details + KPI workbook update

Add deadlines to repeat workIn case you missed it, the deadline beta feature was released in January and has been steadily improving with new functionality since then. With this week’s release, you can now add a deadline to any repeating work schedules.Setting up deadlines on repeat work is similar to setting up due dates. Go to a work item, select Set Up Repeating Work > Key Dates > Deadline, and input the desired deadline schedule.Please note that you can’t pick a specific date when setting up deadlines on repeating work. The drop-down options are driven by the work item’s start date.If you have repeating work with specific statutory deadlines like annual tax filings, you can set it up using the instructions below.The work deadlines feature will be released to all customers soon. The beta program is closed for new signups while the team prepares it for release. Another release note will be published when it is available to all. Request client payment details up frontThis highly

Anna ThomsenBeginner

asked in Ask a Peer

Disconnect Email

Is there anyway to disconnect the sync between Outlook and Karbon? Or possible only syncing one (or selected) folders from outlook to flow into Karbon? only 10% of my emails need to be saved to client work and I don’t like seeing all the rest in Karbon.

Sara GoepelKarbon Team

published in Share Tips & Best Practices

Webinar recording: 2023 Karbon review and roadmap preview

Thanks to everyone who joined us for our final product roadmap webinars for 2023!For those not able to join live, we recapped on the top 5 new features released to Karbon this year, plus a preview of the features currently in development and what you can expect to see in early 2024.You can watch the recording below. Please feel free to provide your feedback on the Approvals and E-Signing feature we shared.You can also join the beta programs we showcased:Shared Triage Redesigned TriageWe’d love to hear what you think, and any questions or feedback you have. Feel free to share them below.

Sarah ChangBeginner

asked in Ask a Peer

Managing Work Items for Client Groups

Hi all,So, we've been using Karbon for a couple of months now and we're hitting a bit of a snag. We're hoping some of you Karbon pros out there might have some tips for us.Here's the deal: we're struggling to manage our workflow when it comes to client groups with multiple entities. Right now, we're assigning one work item per entity per tax return, which helps us keep our documents and emails organized.But here's the kicker: it's a bit of a headache to update each individual work item, especially for groups with 10 or more entities. And because of this, it's getting tricky to get a clear picture of our workload and plan ahead. So, we're wondering if there's a way to view work items by group under My Week in Karbon? Or maybe some of you have come up with some clever workarounds? We'd love to hear your thoughts and suggestions.Thank you!

Madeline MillerRising Star

asked in Ask a Peer

Is Karbon Down?

Our Karbon won’t open, anyone else?

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