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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!

3 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?

3 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?

3 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?

3 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?

3 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?

3 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?

3 years ago

Karen AndrewsRising Star

asked in Share Tips & Best Practices

Out of Scope work

How does everyone manage their out of scope work? We are trying to decide if we should add a repeating work item each month for out of scope work for each client but not sure if that will create a lot more work for everyone having to close this each month? Any suggestions?

3 years ago

mikedoanRising Star

asked in Ask a Peer

Time & Billing and Fixed Fee

Does anyone use Time and Billing in Karbon and have mostly a fixed fee pricing structure? If you do, how to determine job profitability in Karbon, or do you?Our business is about 95% fixed fee. For us, having a billing rate in Karbon for each role is not useful in determining job profitability. Ideally, I would need to load into Karbon the loaded hourly rate for each employee (not just role). Currently we track our time and billing in Xero’s PracticeManagement and we can get job profitability out of that system. We would rather use Karbon for Time and Billing since the it would reducing switching cost between the two app during the day. I know that I could export the time data and dump it into a data analysis tool to determine job costing, but that requires a manual process and additional work that I don’t really want to do. Also, I would like to keep everything in Karbon if possible.

3 years ago

Hannah - Efficient TradieBeginner

asked in Ask a Peer

How to Export Total Time per Client

Hi Peeps,Is there a way to export time that shows the total time tracked for each client in one report? I want to see how much time was spent on every client in a month. Thanks in advance,Hannah

3 years ago

CarlaCaldwellRising Star

asked in Ask a Peer

How do you manage your Triage?

- Do you manage on a specific frequency? - Do you defer/delegate or reply right away?- Do you utilize To-do's?Share what you have found that works- I love hearing the many ways people do things and always pick up a tip!

3 years ago

Roberta PaganiBeginner

asked in Ask a Peer

Clear all Works

Hi everyone! I created a lot of works in Karbon months ago and now I would like to clear everything out. Just keep the contacts but delate all works and tasks. Which is the fastest way to do it? Thanks

3 years ago

Melissa_StoutBeginner

asked in Ask a Peer

What is your client onboarding process?

We are looking at improving our client onboarding process - high level of the process below.Currently, we launch a couple of onboarding work items and have triggers within that process to create work for recurring services as we are ready to begin that part of the engagement. The reason we do multiple work items is because multiple teams are involved and some of the work actually happens concurrently.What have you done within Karbon regarding your onboarding that has worked well for your team?

3 years ago

BCNWINCBeginner

asked in Ask a Peer

New to Karbon

How do I add my clients contacts to Karbon so I can see who they work with and be able to contact them. For example, the insurance agent, banker, CPA, etc. I want to pull up a client and see all related contacts for them. But I have several cleints who use the same people so I want the contact to be able to be on all records for each client.

3 years ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Looking for a best practice for tracking WIP with flat rate billing with Karbon to TSheets to QBO

We are looking to switch form our current software to Karbon, but the time and billing is hard for me to grasp. Right now we have several flat rate billed clients. We book WIP to the flat rate invoice and keep an eye on our margins. I cannot seem to find a way to do this in the Karbon to TSheets to QBO integration pathway. Maybe I’m missing something?

3 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

Client Tasks

We just launched out our annual tax packets to 400+ 1040 clients through the Karbon Client Task feature in the work items. Two things we are struggling with:Clients completing the task by clicking the check box from the email directly and NOT reading what they are supposed to do. Clients not receiving their original task email.Anyone else struggling with this? Any suggestions?

3 years ago

skwilderBeginner

asked in Ask a Peer

What applications does KarbonHQ

Curious if Karbon integrates with Docusign, Intuit, etc.

3 years ago

Erin JamisonKarbon Team

asked in Ask a Peer

Question for everyone: How are virtual bookkeeping companies staffed?

Hi All! I’ve received two great questions from @HOAFinancials that I thought I would share here for Community input. Does anyone have any resources or input on how staffing for virtual bookkeeping companies might be organized. Also, what percentage of virtual bookkeeping practices has anyone seen using 1099s vs W2 employees located in the US? We would love to hear your thoughts or review any resources you might have to share with us and@HOAFinancials

3 years ago

ChrisBeginner

asked in Ask a Peer

Contact link in Practice Ignition and Karbon

With reference to this article: https://help.karbonhq.com/en/articles/2487653-how-are-contacts-linked-with-the-practice-ignition-integrationWe had a case that was not handled as per the logic in the above article.We added a client on PI with name Jane Doe for contact and client and email john@doe.com (husband’s email). The hushband John Doe was already a client on Karbon. PI then added the work item to John Doe on Karbon instead of creating a contact Jane Doe and adding the work.According to flow diagram in article:Are client and contact name the same: YesIs there a person with same name (not email) in Karbon: NoThus a new person should have been created in Karbon.Please clarify? Is name in the article also referring to email? If so I think the article should mention that.

3 years ago

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