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Share Tips & Best Practices

Find and share Karbon tips and tricks, and get inspired by others

170 Discussions
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Sara GoepelKarbon Team

published in Share Tips & Best Practices

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Human Accounting Mastermind - Collaborate to solve complex business problems through human-centric continuous improvement.

[UPDATE] Indefinitely postponedI’d like to try again with less rigidity and more collaborative sharing. Less seminar and more “Here’s a problem we had and how we solved it” and “Here’s a problem we have, how are y’all solving it” framework. 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

1 month ago

Jeremy WellsRising Star

asked in Share Tips & Best Practices

Adding multiple timelines at once

In the Add to Timeline box, I’d like to be able to select multiple work instances and/or contacts before clicking the Add button. I have some contacts with multiple entities, for example, and if an email is about multiple entities, I have to add each one-at-a-time.

1 month ago

MiyaRising Star

asked in Share Tips & Best Practices

What are others preferred tools?

What are others preferred tools? i.e. password management

1 month ago

Lisa RaicheBeginner

asked in Share Tips & Best Practices

changing email subject line

Can you change an email subject line in an email that is responded to in triage? Example client sends email with no subject. When I reply I want to add a proper subject line. Can I change the email subject line?

1 month ago

Sab_SKarbon Team

posted in Share Tips & Best Practices

Tips on diffulty Logging into Karbon

Hi Everyone,I know a few people having issues logging into Karbon (it just loads forever!). A quick fix is to use this url: https://app2.karbonhq.com instead of https://app.karbonhq.com to log in. This has done the trick both for issues logging in with Google and Microsoft

1 month ago

NicoleneBeginner

asked in Share Tips & Best Practices

Can Task Automators be set to trigger a different Work?

Ive been wondering if a template can be set up in such a way to automatically create or trigger a different work item. Exaple: a Client onboarding task is created where the client is requested to upload documents needed for various Work (Eg. payroll, tax, ) Each task indicates the service they will be subscribing to.of course there are some services that the client will not be utilizing. Is there a way to automatically trigger “Work creation” if a client ‘ticks” or uploads documents indicating that they will be needing the service?

1 month ago

Michelle TurnerRising Star

asked in Share Tips & Best Practices

Comments - screenshots

Some of my team can not paste screenshots into the comments section. Is there a setting in/out of Karbon that would prevent this?

1 month ago

Sara GoepelKarbon Team

published in Share Tips & Best Practices

Karbon product roadmap preview: Features and updates coming in Q2 2023 🎉

Thanks to all who joined me and our Product Managers for our product roadmap webinars for Q2 2023. It was great to see so many familiar names!For those who weren’t able to join us live, we presented some exciting updates to Karbon and shared how you can expect you, your team, firm, and clients to benefit.You can watch the recording to see:Karbon AI Shared Triage New integrations Billing and Payments Updates to KPI, Work, and Client PortalPlease feel free to join the beta programs showcased in the presentation. Karbon AI BetaXPM BetaBilling BetaAnd for customers who would like to provide their feedback on Custom Fields for Contacts Report, please fill in this survey link.We’d love to hear what you think, and any questions or feedback you have. Feel free to share them below.

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1 month ago

Khalid NaeemBeginner

asked in Share Tips & Best Practices

Sending email to Team

How do we send an email to Team, I added all colleagues and want to send them email but it won’t let me add a team rather I have to add them all separately.???

1 month ago

Amanda FrisiusBeginner

asked in Share Tips & Best Practices

@ mention same group

If you frequently need to @ Mention the same group of Colleagues you should consider creating one of these and adding them as members? Work team, colleague, client team or team?

2 months ago

Nikki DiddensBeginner

asked in Share Tips & Best Practices

Best Practice to capture notes

I am curious on how everyone captures notes during an unexpected phone call or meeting? We use google docs to take notes and then add them to our client’s timeline, but I struggle when a client calls and I do not have our note section open. I end up writing it on a piece of paper and that does not always get attached to the karbon work for me colleagues to see. What are some options that you use?

2 months ago

Nick BrittBeginner

asked in Share Tips & Best Practices

Best Practices Question: If you have to send a request/question to a client how do you track followup?

Good day, everyone!We previously used Hubspot for our sales CRM (proved to be un-useful for ongoign client operations). It had a cool feature that if you sent a client an email or placed a call, you could schedule a follow up task or reminder to circle back with the client/lead if they failed to respond by X days (it had default 1 and 3 days, but you could select a custom amount). This email would then end up on a that future day’s task list. Additionally if the client/lead replied before then, the email inbox window would show on the right this email conversation has a follow up task, which you could clear right there since you were getting the follow up desired in the reply.For example:Monday send email: Client ABC, it appears the below list of team members have outstanding expense reports due last week. Can you follow up with them and let us know those are complete so we can process month close? I’d then put a follow up reminder 3 days from now if the client hasn’t responded o

2 months ago

blueprintbrianRising Star

posted in Share Tips & Best Practices

Client Manager vs Client Owner

Curious to know how everyone uses the Client Manager vs Client Owner vs Other Colleagues on a client. We put tasks on organizations for bookkeeping and I’ve been assigning the Client Manager as the Bookkeeping Manager on my team. Other colleagues are then the bookkeeping team working on that client. How do you use these fields in your Karbon account?

2 months ago

Cynthia VinczeRising Star

asked in Share Tips & Best Practices

How do you use Email Templates in Karbon

I’m hoping to get some great ideas on where I should incorporate the “email template” in my workflow. Since not having this feature when I started Karbon 7 mths ago, I’ve made my own work-arounds using “work” and sending client tasks in lieu of sending an email. Can’t wait to see what everyone’s doing!

2 months ago

Daniela Antlova

asked in Share Tips & Best Practices

Dealing with "for later - reading" type of emails in Karbon

We all get various emails with newsletters, blogs etc., things we may want to put “in a pile” and perhaps read once a week, maybe at the end of each day.I want to set up a way to clear these from Triage but have a nice virtual “pile” to go to when I have my reading time scheduled. I would like that “pile” to be in Karbon rather than in Outlook. Anybody has a smart system for this?I know I can add these to my To Do list but I am not loving the To Do list function, I way prefer the Work Kanban view but that would require me turning these emails into “Work” which does not make much sense. I am guessing I could set up a private client “Reading” and add each such email to this client and then check it through the To do list when I am ready.But if anyone has any other process that they love for themselves for this I would love to hear it. Thanks!

3 months ago

NancyRising Star

posted in Share Tips & Best Practices

Karbon Magazine Article - 3 of the best ways to organise process documentation

I don't know who wrote the article but I really appreciate the ideas in it. I tend to organise and name my Karbon process templates by work-type but have found that there is some confusion and colleagues can't find them quickly. The idea of organising them by frequency of tasks hadn't even occurred to me. How do you guys organise your Karbon templates? Any top tips or suggestions would be much appreciated.

3 months ago

DianeKSr. Community Champion

posted in Share Tips & Best Practices

Favorite Work Flow Statuses

We recently added a new work flow status of “Info Received”. We had a lot of clients in the “Waiting for Client” status and noticed that sometimes the information had been received, but the work owner was never notified or they missed the tag. When we receive information from a client that allows the work to continue (especially with tax returns), we change the status to “Info Received”. This allows everyone to see that the item is ready for the next step and we can clearly see it in our work views.I was wondering, what work flow statuses do you have that have been helpful?

3 months ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Connect Karbon API to Excel

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

3 months ago

Allan DorffBeginner

asked in Share Tips & Best Practices

Can I assign priority levels to the Work Dashboard? (i.e High, Normal, Low priority levels)

As a first year user, I am trying to understand if I am able to assign something like a High/Normal/Low priority to projects/assignments/tasks so when a client calls in needing immediate attention, the project doesn’t get lost in the entire WIP task list.

3 months ago

Logan BaillieKarbon Team

published in Share Tips & Best Practices

Deep-dive into Karbon Practice Intelligence (KPI) workbooksKPI

Hi everyone!I recently hosted a session to help you make the most out of Karbon Practice Intelligence.Here’s the recording:We covered how you can use KPI to:Track email volume and response times Identify WIP and work to be billed Understand employee efficiency and client profitability Balance competing priorities, resolve resource conflicts and adapt to changing project demandsI’d love to hear your thoughts on KPI. You can add your thoughts and feedback right here in the comments below.

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3 months ago

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