I noticed that in My Week work is categorized by work type, but sometimes there’s an “Other” category. “Other” includes a variety of different work, and in our case, it is not because of Default work types. Can someone explain why (or How) My Week chooses which work types each colleague is able to filter by- seemingly regardless of how much work they have to do in that category?
Two current issues with Notes and My Week:When creating a Note, there is no way to add it to My Week. In My Week, the three dot menu button for an inactive Note gives a dropdown menu to move it in My Week; however, when you make a note active by clicking on it, that same exact three dot menu button gives the Add/Assign/Rename/Delete dropdown menu. It seems in My Week, those two menus should be merged, so that the menu options to move an item in My Week are also in the Add/Assign/Rename/Delete dropdown menu.
I would like to see how other peer firms here use Work Type and Task Type, What scenario are each of these two types used for what purpose? and how to setup these two types to avoid overlapping. I currently set up more than more than 10 internal work type (non-chargeable, for internal management, like marketing, HR, finance etc.) and more than 10 internal tasks type (similar to work type). I want to cut task type to “chargeable” and “non-chargeable”. not sure if that will cause any useful report having less data.
I know Karbon encourage to use note for internal communication. However, I noted that if a colleague send note to another colleague, the note is visible to all colleagues. I hope there is something I don’t know so that colleagues can confidently send note to each if it is a bit more privacy information/communication. If no way to get around, I will lodge an idea to the feature Idea. Another thing is the comments under a work/contact which is a private contact. I think Karbon needs to be fix is that, if I @ some colleague in that note/following comments. The colleagues should only see that specific comments/note I @ them. They shouldn’t be added to the contact/work as they will see all future Commnications not as intended. (I know when I @them, there is a reminding message from Karbon, but this is not helpful, especially when someone is careless or overlooks it). Currently, to avoid that, the only way is to send an email to the colleague separately, that will break the intuition and dec
I’m making a serious effort to familiarize myself with My Week. My team is new to Karbon in general and I juuuust taught them how to manage their To-do, but since that’s getting replaced, I want to tell them to abandon that and get started using My Week ASAP. However...I can’t figure out how to solve a few problems. Two of the issues are actionable Notes and Emails. I encourage my team to be Inbox Zero, so I’ve drilled that they need to put reference info on appropriate Timelines and actionable items in as To-do (if it’s short term, like within the week) or as Work if it’s a long-term or repeat project. So, if a client emails an updated ACH form that needs to be applied to their recurring invoice from us, then that email gets assigned as a To-do item, so I will remember to apply that change in the very near future. Where on Earth would I find that if I don’t have To-do? Also, with To-do I can assign the To-do date for tomorrow if, for example, I know I am slammed with meetings today an
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
As my firm tries to transition from using the Todo to using My Week we’ve run into a pitfall: members with the most tasks/work items due are struggling to find a practical way to keep up with their work in the My Week format. It seems as though we’d have to go and change all of our Work Items to unique Work Types in order to somewhat minimize the clutter, but other than that we are at a loss.What is some advice on a seamless transition to My Week?
Hi Everyone. A quick question regarding bookkeeping pricing. We are finding our current method inefficient, in terms of 1, actually calculating what the fee should be, and 2, trying to ensure the price is a true reflection of the work undertaken. We use GoProposal, and our fees are set up using the following line items:Invoice processing fee - Fee based on no. of invoices processed.Bank rec fee - A fee for reconciling the bank rec each month.VAT return fee - A fee for producing and submitting the return. Could anyone share how they price these services and any tips you have found when pricing bookkeeping?Thanks in advance.
We are always looking to improve our processes and I was wondering how other people handled printing client tasks. Ideally, we would be able to use Karbon as a tax organizer but with the number of hoops we have to go through to extract the information it isn’t ideal.Currently, if we want to use a client task as part of a workpaper, we have to take a screenshot/snip of the page, paste it into Word and print that to pdf. It is inefficient, time consuming and doing screenshots can increase the file size drastically. We don’t love any of the other options available to us for client organizers and if we could do it through Karbon it would be amazing.(Yes, we have sent this suggestion in to Karbon many times through the feature request)
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.
I’ve got an idea where when a work item hits a certain stage, such as:Books closed each month; Tax return in for review; Tax return ready for signature; etc.That an email automatically sends to the client.Currently for our month-end close work item, I’ve got a client task as the last section so that the bookkeeper can send an email to the client saying their books are now closed. On top of this, even if it’s not possible to automatically send this when the last internal task is completed, it would be awesome to send the notification but without an actual client task. More like an email being sent but associated with a specific work item. That way the client doesn’t need to login and mark off the task. I was looking through the API documentation to see if there’s a way to send an email but it doesn’t look like it. That might’ve worked because the email would be associated with the work item it’s being sent about to notify the client of a change in the work item status that they may wa
Hello.I’m trying to work out why work items are appearing in my My Week, when I have no involvement. I understand that when you re-assign all your tasks that you still remain on the ‘Work team’, but even if I remove myself from work team, the work still appears in my My Week.There are work items in my My Week that I have never had any tasks or emails assigned to me. The only way I can think I was involved as someone tagging me in a comment.Am I doing something wrong?
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