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AntoniyaB.Superstar

asked in Ask a Peer

How to you encourage your team to keep on top of their Triage and To Do list?

Hi guys,It’d be great to hear your personal experiences. Especially when it comes to Monthly recurring work which includes a number of tasks to be completed, sometimes To Do lists can become quite chunky (although can be cleared very quickly and easily usually).

2 years ago

Ian DurrellBeginner

asked in Ask a Peer

Making emails private after making them @all

I had an email that I tagged to @all but then decided to make it private. I assigned it to my contact which is private but the email remained visible to everyone. Is there something else i should have done? Thanks Ian

2 years ago

MiyaRising Star

asked in Share Tips & Best Practices

How do you keep track of your to-do list?

Can you share some best practices on how to make sure that you are not missing anything on your to-dos?

2 years ago

Victor ZhouBeginner

asked in Ask a Peer

To-do-list Report

I want to export the completed “to-do-list” for particular employees. Does Karbon provide such function?

2 years ago

Mike LiangRising Star

asked in Ask a Peer

Team role in Karbon

In Karbon, for work(/job) level, there is only only work assignee who is supposed to be a job in-charge. However, in accounting firm, due to the compulsory requirement of professional code, each piece of professional work require an engagement manager as well as an engagement leader (normally the partner). There is nowhere to put these two role in. I know there is so called “client owner” and “client manager” under client contact card. However, these two to me are only for client level, rather than work level concept. Since 1) the client owner and client manager are more for relationship purpose, rather than the professional work role. 2) most important, in my firm, one client may have different type of work, for example, tax service and accounting service may have different work managers, one client manager does not cover both at all. How are you guys or KARBON expert suggest on this? Only get-around I found is to setup a colleague role called “work manager” and “work leader”, however

2 years ago

Erin JamisonKarbon Team

asked in Ask a Peer

Question for everyone: How do you prepare for an upcoming tax season?

What are some things you and your team do to prepare for tax season? Or better yet, what are some tips you’d share on best preparing for the upcoming tax season? If you’re interested in learning more about what you can do to prepare, join us for our webinar on planning for a successful and stress free tax season. The webinar will be covering:A blueprint for a successful tax season, covering planning, execution and review. Techniques to obtain client documentation and details in half the time Methods to plan capacity throughout your team to ensure work can be completed on time Best practices for collaboration, handoff and ownership

2 years ago

Ian VacinKarbon Team

asked in Ask a Peer

Question for everyone: Interested in billing rates and/or fixed fees per service by geography?

In working to get Time & Budgets up and out of the door, we sent out a survey to understand what billing rates were by role and the related fixed fees charged per service provided. We have that information across different geographies and firm sizes. Thank you all for participating to provide some understanding so we could set some default rates and details within Karbon. Would it be of interest to post those results here? I would love to hear from the community how those averaged rates and fees differ to your own. There appears to be quite a lot of variation from the data. In addition, is this something you would like to see/learn more from us in terms of the underlying research that we do? Let us know!

2 years ago

Kim ClemmerCommunity Champion

asked in Ask a Peer

Workaround for Semi-Monthly/Monthly Recurring Payroll Jobs

For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad

2 years ago

Kristen BuleyBeginner

asked in Share Tips & Best Practices

People's Addresses

Where do you store client’s home addresses? On the ORG page would be the business address. On the People page would be preferred, but the only method I can find is creating a contact card, calling the ORG “home” and entering it there. However, I still have to drill down to get to the address. Not everyone in the office is in the tax system, but everyone is in Karbon, and I’d like refer back to a spot that would have it. How have y’all dealt with this?

2 years ago

Gary WoodRising Star

asked in Ask a Peer

TracyMcBeginner

asked in Share Tips & Best Practices

Outlook & Karbon

I get that the best practice here was passed up a long time ago but I’m asking anyway!I have not gotten the hang of using Karbon with Outlook. It’s getting easier with all the improvements Karbon has been making but I still use both for different reasons. Needless to say I have too many emails hanging around in Triage. I’d love to go back and Clear a whole month’s worth of stuff at a time, but…Do they disappear in Outlook, too?What happens to emails and notes attached to Works?What happens to emails I have Pinned & Flagged in Outlook? Thanks everyone!

2 years ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Is anyone using QBO for Invoicing?

We are using the Karbon <> TSheets <> QBO sync to get our time from Karbon to QBO. Our goal is to book time against individual work items, but they come across as sub-clients in QBO, and when we go to generate an invoice, each sub-client (work item) comes through on the invoice with its own heading and subtotal and there is no way that I have found to shut it off.I’m wondering how others get time and materials invoicing done through QBO. We love the payments feature in QBO and have seen our AR go way down, but the invoices are so ugly that we have decided to just book time against clients instead of work items, which comes with it’s own set of issues (it’s much harder to track budgets etc.)Looking for any non-flat-rate billers out there who have come up with a simple way to get this done.

2 years ago

FiSchneiderBeginner

asked in Ask a Peer

How do you engage new employees/team with Karbon?

We have recently put on 2 new staff members and are finding some resistance from one to engage with Karbon processes. What are best practices you have found to get a team fully engaged and past the unknown (or fear of change) management?-- Fiona

2 years ago

DianeKSr. Community Champion

asked in Ask a Peer

Best Settings within Karbon

What are best practices for the Settings within Karbon? If a setting needs to be changed, How would I do that?

2 years ago

Krista OwrenBeginner

asked in Ask a Peer

How long does Karbon save documents/work items?

Does anyone know how long Karbon saves work items and documents after completion?

2 years ago

MariaVRising Star

asked in Ask a Peer

What is the most effective reconciliation process?

What is the most effective reconciliation process weekly or monthly basis and why? Is it easier in Karbon to track weekly or monthly?

2 years ago

fll20201Beginner

asked in Share Tips & Best Practices

Seasonal Budgets

Are there any best practices you can recommend in regards to the budgets section of Karbon, and dealing with the seasonality of businesses?For example, I have business that in the summer their work volume goes down 75%, and I would like Karbon to reflect that.The only thing I can think of to do is create the tasks and budgets 6 months in advance, and edit the budgets that way.looking forward to your thoughts!

2 years ago

Lisa SilverBeginner

asked in Share Tips & Best Practices

What are best practices for onboarding new clients?

We are always looking to improve our new client onboarding process, what are best practices for onboarding new clients? For example how are you getting initial contact information? Are you driving people to your firm website to fill in a form, calling to obtain, client tasks, or using another method?

2 years ago

DianeKSr. Community Champion

asked in Share Tips & Best Practices

What is best practice for working with my current billing solution outside of Karbon

What is best practice for working with my current billing solution outside of Karbon?

2 years ago

DianeKSr. Community Champion

asked in Ask a Peer

What are the most effective Dashboards-Saved Views?

What do you recommend as the Best Dashboard Views to have saved in Karbon?

2 years ago

Victoria PetersSr. Community Champion

asked in Ask a Peer

Insights - There is a lot of information there

How do you use Insights? Does it help with decision making? How often do you review the numbers and why?

2 years ago

DianeKSr. Community Champion

asked in Ask a Peer

Client Task - Bulk Document Download

Is there a way within the client task for them to download all the documents attached without individually clicking on each document and then downloading?

2 years ago

jensSuperstar

asked in Share Tips & Best Practices

What are the best practices for using client tasks? How can I help my clients understand and gain comfort with that form of engagement?

2 years ago

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