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Share Tips & Best Practices

Share Tips & Best Practices

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

201 Discussions
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201 Discussions

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Mike LiangRising Star

posted in Share Tips & Best Practices

Insights - Should be task based, rather than work based

Dear karbon and peers, Currently, the insights are all work based, not task based. This is not working and not making insights helpful in real world team management. Work consisted of a lot of tasks completed by different team members. their performance on meeting deadline etc. are all task based, rather than work based. Accounting firm ‘s team consisted different level of staff and normaly the work in charges are senior team members, for those supporting staff and junior team members, they are not work in-charge, their performance is mainly based on the data of task rather than the work. I trust a bookkeeper firm may has less feeling of this since they are most time contractor based and all the team member does the same work. But for a proper accounting firm, we have a vertical team (event it is flattened, we still have 2-3 levels, partner, manager/incharge/ preparer. With current insights, we only can see the performance result of work assignee (normally in-charge or manager), but

2 years ago

Stuart McLeodKarbon Team

posted in Share Tips & Best Practices

Would you like some new airpods? Only 1 catch - post a review to G2 Crowd for me!

Today we have 69 reviews on G2 Crowd. We’ll send you a brand new pair of Apple Airpods Pro with Wireless Charging Case (worth USD $249) if you post a review between now and 100 reviews. Just post a link to your review in this thread, and I’ll get them out to you. Email me your postal address if your subscription details in Karbon aren’t the address you would like me to send the airpods to.That’s it. No other catches other than that.We love having you as a Karbon customer! Thank you.

2 years ago

David RubinsteinBeginner

asked in Share Tips & Best Practices

How to filter my To-Do list tasks

Hi Karbon Angels,Can i filter tasks in my To-do list so i only see certain tasks based on words in their title ?Can i create categories for my team members’ To-do items and then they can filter and see only tasks from the category that they want to focus on?Gracias to all!

2 years ago

peterBeginner

posted in Share Tips & Best Practices

Share your experiences and tips for implementing change

As those of you who know me, I think a lot about Change Management and its implications. Recently, I was on a webinar talking about this and, we published an article on Karbon Magazine called: How to implement change when you don’t know where to start.Change management is a topic that many people dread, but is so critical to the success and continued growth of your practice.In our article, we share six key components of a successful change management plan that can help reduce the feelings of being overwhelmed and intimidated (and increase the chance of successful change).What tips can you share from your own experiences with change management? What did you learn from it (both the hard way, and the easy way)? Are there things about your approach that you would tweak when you next tackle change?The change you implemented doesn’t have to be huge—that’s not the important part.Really looking forward to reading your change management tips, tricks and experiences.

2 years ago

AliceBeginner

asked in Share Tips & Best Practices

Phone call log

Is there any way to record and mark it as a phone call agains the clients timeline?

2 years ago

MikeSuperstar

posted in Share Tips & Best Practices

KarbonHQ and RingCentral Integration

It would be great if KarbonHQ could integrate with RingCentral.Someone calls, client information pops up.FYI - I put a request in to ring central. https://ideas.ringcentral.com/ideas/CUSTCOM-I-3897

2 years ago

Lisa SilverBeginner

asked in Share Tips & Best Practices

Canceling Client Tasks or Client Task Section

Our firm has standard Client Task Sections in many of our templates, we customize based off of the type of client and information we may need from the client before sending client tasks out. There are times where we receive the information through a different method than the client tasks or find out we no longer need the information that we were asking for, but we still have tasks (information) we still need from the client. I know you can always complete a task or delete the client tasks section, but has anyone found a work around for “Canceling” the task or the client task section, some way to leave the Client Task Section as it was when it was originally sent? We love the way Karbon helps you have an audit trail of who and what other team members have done and would prefer to see those things through cancelled, rather than complete or deleted. Currently we are marking the task complete and marking an Internal or External comment that the task no longer applies.

2 years ago

Mike LiangRising Star

asked in Share Tips & Best Practices

Work and communication for whole team

Dear peer/Karbon specialist, I believe following are common in a firm practice environment. What is the best way to do that in Karbon? When we have a firm wide/team wide work (most of times, it is internal work) for all firm staff or team members, for example, I request all team member to complete same task, how should I setup this? Work duplication: How can I duplicate a work of one client to another client? I only see duplicate option for work template, but didn’t se duplicate work option for work? Anyway to do that?Thanks.

2 years ago

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Karbon Community Etiquette - How should we handle community conversations and questions?

I love the Karbon community. I’ve already learned so much from many of you. As the community grows, I’m curious to know what y’all think about maintaining a set of etiquette standards. I’ll update this first post from comments to try to keep a concise and relevant list at the top of this page.I don’t really know how we’ll decide what gets accepted. Maybe I’ll post a poll or something and we can vote on rules that get proposed that way. This is an experiment, so go easy on me if it’s clunky, lol.EtiquetteAccepted Rules:NoneProposed Rules:Edit posts to expand or add information, do not post back-to-back comments (it messes with the points) - @max If your question is answered, mark the comment as the best answer (this helps keep the community tidy and up-to-date) - @max If your answer is chosen as the best answer but other comments had important information, edit your comment to add that info, crediting the author (this helps new people searching for answers to get the whole picture wit

2 years ago

Mike LiangRising Star

posted in Share Tips & Best Practices

Desperately wanted features - new work setup from template

I am not sure how peer firm use work template to set up works in Karbon. I noted that it can be disaster if there is no clear requirement and stricter supervision/check on this. We suppose to use Karbon to save time, but it ended up we need to spend more time on check and set up workflow/requirements to setup work. This is awkward situation. I hope to see other’s experience. Why I am saying this? Because:Though there are a lot work templates there, but each of them need a lot of effort to tailor to suit the firm’s own situation. Most of time, it is not worth using the template as it will be more easier to setup our own. We have 50 type of works, don’t ask my why, as if you want to standardise work flow, you have to identify and breakdown the work types, take tax compliance work as an example, we need separate work template for individual income tax return, return not necessary, Company tax return, Trust tax return, BAS, IAS, FBT returns, Payroll tax returns, TPAR return, annual accou

2 years ago

Mike LiangRising Star

asked in Share Tips & Best Practices

Insights

I really want to use insights to track the on-time work completion rate for each of the staff in certain period, any one to share which statistics in the “insights” is good for this? It is frustrating that there is no “within date range” option (similar to the one available in utilisation interface” in the time period drop down list. Can Karon friend please add this tiny thing in, or other peers please share if I missed anything?Thanks for help.

2 years ago

DianeKSr. Community Champion

posted in Share Tips & Best Practices

Keyboard shortcuts

I know these have been posted before, but for those who didn’t know, there are several keyboard shortcuts that are really helpful. I use these all the time and now they have added a new one for the timer. Here is the list.

2 years ago

Jasmine OldhamBeginner

asked in Share Tips & Best Practices

Workflow for requesting receipts from clients?

We have a client that has expressed a desire to have receipts tied to every transaction in QBO. We currently push all uploaded receipts from Dext to QBO and match, but are brainstorming about the best workflow and report to send her to show what still doesn’t have receipts. Any thoughts or best practices?

2 years ago

kylenecarseCommunity Champion

posted in Share Tips & Best Practices

What's your top used Karbon dashboards?

If you missed it, check out today’s webinar with @Ian Vacin and I https://karbonhq.com/resources/The-work-dashboards-that-provide-visibility-clarity-control/ where will talked about Karbon dashboards.For the presentation I shared two of my dashboards: Payroll and Employee Retention Credit; to show examples of a simple and complex dashboard view.What are your favorite dashboards? Do you have any tips / tricks on how you determine and build your Karbon work dashboards?Also - how do you say Kanban?I’m team can-ban. :)

2 years ago

Elizabeth OrtizBeginner

asked in Share Tips & Best Practices

Karbon Work Dashboard

Hi All,Right now our Dashboard show the work for the employee but not tasks on the schedule for work not owned by them. Does anyone have suggestions on how to navigate this so our employees can see all “work” they are responsible for completing?Thanks so much for helping me.Liz ortiz

2 years ago

AntoniyaB.Superstar

asked in Share Tips & Best Practices

Templates - share your favourites

Hi everyone, It would be great to see how many of you have used the Karbon templates library or whether you have created your own work templates templates - what works great for you, please share your findings?

2 years ago

Nicola SorrellBeginner

asked in Share Tips & Best Practices

View all overdue tasks (not work)

Has anyone found a way to be able to view overdue tasks for the whole practice?

2 years ago

MiyaRising Star

posted in Share Tips & Best Practices

12 Karbon work dashboards that will give you complete clarity

I came across this article in Karbon's magazine and use < > dashboards. - https://karbonhq.com/resources/12-work-dashboards-to-create-in-karbon-for-complete-clarity/I’d be interested to hear you find most helpful?

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

Erin JamisonKarbon Team

posted in Share Tips & Best Practices

How have you managed the emails and items that come into your Triage?

So much time in our days can be spent on managing our inboxes, what are some things that have helped you effectively manage your inbox? With the use of Karbon here are some ways you can manage your emails to help save you some time. Have a plan - When you sit down at your desk, before you do anything else, determine the top three things you want to accomplish for the day. Then, block out time to dedicate to these top tasks. Dedicated time to complete email - Allocate specific blocks of time to focus your attention directly to your emails. A best practice approach is to take three or four 20-minute blocks each day to work through your inbox.Triage - Use the 4 D’s to clean up your inbox Do it Defer it Drop it Delegate it Give someone a to-do, or do it yourself so the email is finished. If you need to defer an email, rather than leaving it in Triage, create a to-do so you have a clearly defined task with a due date. If you’re interested in learning more about email management and

3 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?

3 years ago

Gary WoodRising Star

posted in Share Tips & Best Practices

Organization Work View

We use this view for capacity planning of upcoming recurring work. For example it's nice to view the Planned work for a client and the estimated time budgets for that upcoming work.Example: Choose All Work (Not Completed) or choose Planned status to view upcoming time budgets (and time commitments) for a client. It would be very helpful to have filtering available by work type at this Work View level. Can the Karbon team speak to whether this has been talked about in development? Or let me know if you need better explanation of how this is helpful for capacity planning. Cheers! ⭐⭐⭐⭐⭐

3 years ago

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!

3 years ago

FiSchneiderBeginner

posted in Share Tips & Best Practices

Archiving old clients

No one likes losing a client; however it does happen over time for one reason or another.Karbon (at present) does not have the ability to delete a client fully and totally; and this probably a good idea as there are tasks/work schedules/documents attached to all client work that would need to be kept for compliance reasons.A work-around that we found was to simply put the client as inactive and add “ZZZ” to the front of their name. They then no longer show up in our current client list prominently and/or appear in work tasks.Hope this solution is helpful; please let me know if anyone has a better work-around!

3 years ago

MiyaRising Star

asked in Share Tips & Best Practices

What are best practices for managing taxes and extensions?

What are best practices for managing taxes and extensions especially when they are constantly changing in the US?

3 years ago

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