Topics started by max
I’m in the Philidelphia, Pennsylvania, USA area for a while and I was wondering if anyone else was nearby. Maybe we could get a little happy hour or something going.Is anyone nearby and interested in enjoying some good food and drink, and meeting each other in-person?
Skip Ahead:Introduction Examples Add a template-based work item to a list of clients Basic tools for running API requests (Python) IntroductionPlay along at GitHub: https://github.com/dchrm/human-accounting-mastermindThere are certain things in Karbon that I cannot automate the way I want, so I found that the API has worked in many cases. I’m curious how you are using the API. What problems are you solving? I’ll be sharing my implementations here and I welcome anyone to join and share theirs as well. I’ll edit this post with your examples so that we can start to build a repository of real-world DIY API implementations.ExamplesAdd a template-based work item to a list of clientsOur firm is focused on continuous improvement, so we quickly learned that annual recurring work items carry forward with them the poor layout of the year before. We are continually updating our templates with new learning, but our recurring work was missing out on the new way we were approaching work. We d
PurposeWe want to reduce the stress our staff and clients experience. Specifically, we want to make onboarding new clients easy for the staff to be perfect and a smooth process for the new client.ProblemOur firm uses GoProposal, and I know other firms use Practice Ignition to automate the proposal and engagement letter process. These two companies have integrations with carbon that add the work to Karbon. We like that nothing gets missed, but the work comes over to Karbon with several issues:incorrect start dates no due dates work on the wrong sub-entities no fee informationAfter a proposal is signed, we spend between 30 minutes and two hours, cleaning up the work. - Max Here is our struggle and my wish list! ... [Client] Requires: 1 Group creation 6 organizations need to be created 2 people contacts need to be created 1 onboarding work item to the group 10 annual work items for the tax returns to the organizations and they need to be set to recurring annually 1 bookkeeping wor
ProblemOur work types are tied to our service codes in QuickBooks Online (QBO). When one of our staff members add a work item with default work type, it doesn't map to any of our services in QBO. I manually searched for work set to default work type and added notes for people to pick the appropriate work type.Current countermeasureI put together a function that acts like a bot. I called it Gehn, and it checks work items to see if they have an appropriate work type. For any work set to default, Gehn creates a note on the work item timeline, assigns it to the work assignee, and asks them to pick the appropriate work type. The note includes a direct link to the work item’s details page, which makes changing the work type simple.Here’s what it looks like this in triage: Here’s a list of other things I would love to see automated:For all company phone calls, search Karbon for a business card with the corresponding phone number and add a note to the timeline asking staff to recap the call an
BackgroundI got a little side project up and running last night. It’s an iPhone shortcut that you can add to Siri or your phone’s home screen. It asks you to dictate a message then adds it to Karbon as a note. You have the option to set the author, assignee, and a few other parameters.Link: Add Karbon note from iPhone shortcut (tap from iPhone)Use caseAfter a client meeting while ideas are fresh, tap this button on the ride home and spill all the details for an assistant or admin to get started right away. Great for between multiple meetings on the same day. A fellow staff member walks by and tells you something important about a client… pull out phone and dictate yourself a note to hit your triage later for when you are back at your desk. Get a text message on your phone while golfing (I hate golf) and add a note to Karbon quickly instead of leaving the text unread/forgotten.Things you’ll needAn iPhone API Application Key and Bearer Token - register Patience 😉InstructionsGather your
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
Goal:Make collecting information from clients as easy as possibleSteps:Create a questionnaire in Typeform Add hidden fields Publish (You’ll get a URL that looks like this but with your own typeform_key and form_key) https://typeform_key.typeform.com/to/form_key#preferred_name=xxxxx&client_name=xxxxx&work_item=xxxxx&contact_name=xxxxx Add a little HTML link to a Karbon client task. This page may help you understand what’s going on here: https://www.w3schools.com/html/html_links.asp Replace the placeholder “xxxxx” with your the dynamic tags in Karbon (update typeform_key and form_key to your unique values) Add dynamic text between the <a> tags <a href="https://typeform_key.typeform.com/to/form_key# preferred_name=<%preferred_name>& client_name=<%client_name>& work_item=<%work_name>& contact_name=<%contact_name>"> <%client_name>'s <%work_name> Questionnaire</a> Send and
I’m working at automating and standardizing our client on-boarding process.When we have a new client, we kick of a simple work item that sends the new client a Karbon client task with a Calendly link to schedule an on-boarding phone call.Once on the call, someone from our staff will go through a form that collects all the necessary information to set the client up in Karbon.Zapier takes the info from the form and creates the contacts in Karbon. For spouses, we have been creating contact groups, but that hasn’t been working too well because you cannot nest them, nor can you create a contact group via Zapier, so I’m thinking about making spouses an organization.Nancy & Frank Garfield - Organization - Client Type: Client - Tier 2Nancy Garfield - Person - Client Type: Client Contact - SignerFrank Garfield - Person - Client Type: Client Contact - SignerHas anyone else thought through this and can help me see if this is a good way to handle it or if there’s a different way to handle it?
Human Accounting Mastermind - Collaborate to solve complex business problems through human-centric continuous improvement.
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 virtual round table discussion.Next StepIf a group like this sounds interesting, complete the form below, and I’ll send you some more information and invite you to the first video call once we schedule it.
Staff Training Platforms - LinkedIn Learning (formerly lynda.com)? Other platforms for standardized US Bookkeeping and Accounting Training?
I am starting a trial of LinkedIn Learning next week to see if it meets our needs, but I’m looking to give our staff a baselineIntentionAll staff trained the same way without drawing resources form existing staff members.RoadblocksIn the past, staff training is sometimes really good if we are organized and the people with the knowledge are available to train. Other times, we hire staff and are already behind on capacity, so the training isn’t handled well and new staff are left floundering.I’ve looked to the AICPA and other groups for standardized training for things like sales tax, bookkeeping, etc., but have come up empty handed.We will still do hands-on over-the-shoulder training, so no need to convince me of the importance of that. I’m curious if anyone has used and likes a standardized training platform or has any suggestions for how I might standardize my training without pulling away my highly skilled staff to train fundamental concepts.Other IdeasWe are also working to develop
We are basically 100% virtual, but I have struggled to figure out how to assess for the qualities we desire in staff during the interview process. It’s historically been easier to shape shape staff when they are in-person as they rub shoulders with other staff living out our culture.I think we have a pretty good interview guide (when followed, lol) that digs into people’s behaviors, but I would love to use some kind of assessment to figure out if someone is a team player, has empathy, etc.I’m curious if anyone has really nailed down part of all of the “Hire great remote staff” process and is willing to share.EDIT:Link to a draft interview guide: Office Staff
@Rebecca Williams, here’s what I’ve been thinking about as far as building a training and development platform for my staff. I would love to get your (and everyone else’s) feedback and suggestions.GoalCreate a self-sustaining system of training that brings entry-level staff from no knowledge to baseline proficiency in all aspects of the firm within one year.Rough DraftI believe in the value of deep (focused) learning and have also read and experienced the benefit of scattered or randomized training. Deep learning develops specific skills while scattered learning helps with synthesis and understanding the impact on complex system in which one skill resides.We want to design 40-hour training weeks (deep learning) and 8-hour training days (random learning) to teach one of each of the eleven specific skills we utilize in our firm. After their first year, they will start specializing in areas of interest and/or in the areas needed in the firm.The first 52 weeks would looks something like th
Here in the US, we have many of our partnerships and s-corp companies extended. I don’t see an easy way to handle this in Karbon other than going in and individually changing the due date on each work item.Has anyone else come up with a best practice for this or have any ideas about how to handle it?
Our firm has a client where paint sub-contractors paint apartment units. The general contractor gets the bill from the subs and forwards that to us, we take the information and key it into QBO and our client’s vendor portal for invoice payment.I would like a little app that receives the information from the painters and spits out an import file for QBO and an import file for the vendor portal.Has anyone done something like this? Do you have this capability in-house or have you worked with a contractor to get something like this up and running?
Hi Karbon Community,We have started doing some marketing, and I’m not sure that our marketing firm understands how to market for accounting firms. I’m looking for someone who will outline what we need to do to build a marketing engine.I’m curious if anyone is using a marketing firm that has really figured out how to market accounting/bookkeeping services.
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: email@example.com is a distribution list that gets sent to three of our firstname.lastname@example.org is an alias of email@example.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
Instructions Tutorial DetailsInstructions Download ShareX Save your file Install I recommend installing ShareX in your AppData folder Search %appdata% in your start menu: Choose this folder when installing ShareX Setup your HotKeys Tap Hotkey Settings Create hotkeys that make sense for you. Make sure you don’t use a system hotkey PRO TIP: Map screenshot hotkeys to application buttons on your mouse, if available. If not, check out this great mouse. Setup your image effects Add the effects you want automatically applied to your screenshot. I highly recommend a drop shadow to set your photo off from text field backgrounds. Setup your sharing services, if any I have a hotkey to record videos and post them as unlisted videos to YouTube so that I can share them in the community here. Setup your destinations for photos and videos here, if you use something like that: Setup your default tasks All the pieces are in place, so now pick what you want to happen after you do a scre
In general, Support has been excellent at Karbon and is one of the deciding factors that’s pushing us to make the switch, however I have run into a snag and I’m wondering if anyone has a way around this issue.I’ve contacted support about emails that come through Karbon without the attachment. The attachment is in Outlook, and when I forward the email to myself, the attachment comes through to Karbon, so something strange is stipping out the attachment that’s originally getting sent.I contacted support and got escalated to the engineers, one of which asked me several questions and asked for screenshots from outlook and Karbon, etc. I sent everything in and it was a week since I heard from her, so I sent a new message in the chat. It’s been another week with no reply. As of today, the last time I heard from the engineer was February 14th.. almost a month ago. I sent in a new message through the support chat and was told that the support person would get an update for me (no update yet),
Hi All,I’m starting to dig into the API a bit and am having some trouble getting it off the ground. I’m a beginner, but a quick learner and I feel like I’m missing a small piece.What I want to do is refresh my work list in an Excel document so I don’t have to keep exporting reports from Karbon for my capacity planning. I think I’m missing an important step in how Karbon authenticates the connection.Here’s what I have for my query in Excel:And here’s the error I’m getting:I’ve tried a couple different things with no difference. I don’t want to hard-code the API Key to the query, but I’ll try that next to see if it works.I did notice that when you use the copy function from the website, it pre/appends spaces to the string. I removed both spaces and it still won’t authenticate.
This is just a little trick I learned years ago that has saved me hours on tedious data entry.On your windows computer, press WIN + V:Now you when you press WIN + V, you’ll see the past several items you copied:If you need to copy several items from one page to another, copy them all to put them in your clipboard history. Then, go to the destination and WIN + V paste each item in to it’s place.I use this all the time, but especially when copying addresses from one place to another.What do you think? Is this something that would help you?
My hope is to produce an spreadsheet that:pulls in the relevant information from Karbon by calling the data from the API present it for billing mark-up/mark-down export the information for invoice import in QBO via .csv at the time-entry levelI’d love to connect with anyone else interested in this project and will happily share the results of my work for others who might find it useful.Update: First Draft completeKnown LimitationsTime entry dates are limited to the time sheet start date - further detail is not exposed to the API Estimated budgets are not available via API (removed by Karbon and planned for re-add in 2022) Only available on Windows
I’m curious how y’all are using Zapier?We are currently using it to in conjunction with TypeForm to collect and add client data to Karbon and QBO and create a client file in our file system.We’ve run into some issues, so I’m curious who else is using it and how you’re dealing with some of the problems.
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