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J

Jason MalabuteBeginner

Ask a Peer

prospects email blasts

Hi everyone, I have about 50+ contacts in Karbon, with most of them categorized as prospects. I’m looking to send an email blast to only my prospects and exclude those who aren’t categorized as such. Additionally, I’d like to customize the email blast by including the recipient’s name in both the subject line and the email body to make it more personalized. Could someone guide me through the best way to do this in Karbon? I’d really appreciate any tips or best practices for segmentation and personalization. Thanks in advance!

Nina AmthorBeginner

Unable to tag work items easily

Hello, I used to be able to tag to a work item and the most recent items would automatically pop up as an option to select. Now I have to search the work item each time. Is this an issue with my browser or something new with Karbon?

2

N

10 hours ago

Leigh Janse Van RensburgBeginner

Ask a Peer

Export of billing data

We are using Karbon billing to keep track of the billing of only our non-recurring (project) work. We are partially using the Xero export functionality, in that we use it only to indicate that the work has been billed, but do not actually use the import file for Xero - we create the invoices in Xero manually. We need to do a double-check recon between Karbon and Xero for our weekly billing runs. I can only see that one can export to Excel ALL exported invoices from the “Invoices” tab. We would love to be able to export a billing run - this does not seem possible?

2

19 hours ago

L

Lindey VillaruzBeginner

Share Tips & Best Practices

Removing oneself from Triage email chain

Hi, I wanted to ask if anyone knows how to remove oneself and other from a Triage email chain. My team have been utilizing the tool of commenting on an email and tagging a whole group so that whoever is in that group gets the notification and all the emails attached to it. The problem is now is that every time an email is sent out, the whole team get the notification but only one or 2 people are actually the ones who are concerned about the emails and the rest of us don’t really need to receive it in our inbox anymore. I was wondering if there is a way to remove oneself or others from getting those notifications or taking ourselves off the email chain. Because right now there’s 14 people who have visibility to see the emails and the conversations but only 2 people are actually the ones who need it and the rest of us don’t. I hope this makes sense! Thanks!

Finlay SmithBeginner

Can I set tasks in work items to custom statuses?

I’m working on a work template that requires automators to do different things based on the status of a specific task. I got the whole template set up and went to add the automator: (if the status of the task is “Priority 1”, mark Section 2 as “ready to start”) but it only lets me select one of the default five task statuses for the automator. I’ve already gone into workflow settings and made sure that my custom task type has “task status” enabled for my custom statuses, and I’ve even tried editing the default work type to try and get my automator to accept the custom statuses, but nothing worked. As a potential workaround I tried to set the automator so it was based on the status of the whole work item and not the status of the task, and that worked fine and let me select my custom status. But this workaround could cause other problems in the future and I would much rather it be based on the status of the task. Does anyone know if there’s a way to fix this issue?

Nick HamptonBeginner

Client Portal - Document Exchange

It would be great to get a straight answer on this. I can see that the question has been floating around for years in regards to a client portal / document exchange.There currently isn’t (that I’m aware of) a way for a client to “log in” to a client portal and upload documents without us creating a request. There isn’t a way (that I’m aware of) for documents to remain available for a client (like SA302’s) to log into and retrieve them in the future without creating a request etc.Can you advise if this is perhaps coming in with e-sign / approval, or if it’s not on the roadmap. As a practice, we have moved from Accountancy Manager / Bright Manager, and we kept a minimal subscription, and clients are still uploading to it because we can’t offer them an alternative.We are going to look into various options, but don’t want to sign up for something if it’s imminent on Karbon - if you are going to suggest a work around, this isn’t what I’m looking for - I’d just like it to work logically w

1

1 day ago

Margaux LourensBeginner

Ask a Peer

Email view of previous emails in thread

Hi all I am looking for a setting to help me ‘flip’ my mail view in Karbon. In outlook, all old mails in the same mail thread lie under the newest/ current email, but in Karbon it’s the other way around (old mails in the thread lie above the current/ newest mail). Is there any way to change this around to match the outlook format or are we confined to one email view?Thanks!

2

1 day ago

Rick StrowgerRising Star

Ask a Peer

Deadlines for repeats can't be configured more than 2 months after start date - glitch?

I love the idea of Karbon’s recently introduced feature of being able to add external deadlines to repeating work - my firm is based in Canada, and especially for corporate tax engagements I’d like to set external filing deadlines on all repeats (which fall 6 months after the company’s year-end, although internally we target earlier deadlines).I’m having trouble configuring this - essentially when I’m setting up the repeat details for a work piece and I select the last Deadline menu option so that it will fall on “Day of (2nd, 3rd, ...) month after start month” (pictured below), I don’t get the second selection menu that normally pops up afterwards when I use this same option for setting internal deadlines that allows me to configure the month. I.e. this option seems to currently be hard-coded to the 2nd month after start date because I can’t seem to select any other month. Is this a glitch, or am I just doing something wrong here? I’ve done the usual troubleshooting: PC reboot, trying

Ken RogersSuperstar

Anyone else having gmail not syncing to Karbon today?

Anyone’s gmail not syncing today?

1

2 days ago

C

Cassie BronkhorstNewcomer

Ask a Peer

Items automatically removed from done after 60 days

Hi guyI saw a note that said items automatically removed from done after 60 days, would this only be completed work or incomplete work as well?

1

2 days ago

J

Jason MalabuteBeginner

Ask a Peer

prospects email blasts

Hi everyone, I have about 50+ contacts in Karbon, with most of them categorized as prospects. I’m looking to send an email blast to only my prospects and exclude those who aren’t categorized as such. Additionally, I’d like to customize the email blast by including the recipient’s name in both the subject line and the email body to make it more personalized. Could someone guide me through the best way to do this in Karbon? I’d really appreciate any tips or best practices for segmentation and personalization. Thanks in advance!

1

2 hours ago

Leigh Janse Van RensburgBeginner

Ask a Peer

Export of billing data

We are using Karbon billing to keep track of the billing of only our non-recurring (project) work. We are partially using the Xero export functionality, in that we use it only to indicate that the work has been billed, but do not actually use the import file for Xero - we create the invoices in Xero manually. We need to do a double-check recon between Karbon and Xero for our weekly billing runs. I can only see that one can export to Excel ALL exported invoices from the “Invoices” tab. We would love to be able to export a billing run - this does not seem possible?

Finlay SmithBeginner

Can I set tasks in work items to custom statuses?

I’m working on a work template that requires automators to do different things based on the status of a specific task. I got the whole template set up and went to add the automator: (if the status of the task is “Priority 1”, mark Section 2 as “ready to start”) but it only lets me select one of the default five task statuses for the automator. I’ve already gone into workflow settings and made sure that my custom task type has “task status” enabled for my custom statuses, and I’ve even tried editing the default work type to try and get my automator to accept the custom statuses, but nothing worked. As a potential workaround I tried to set the automator so it was based on the status of the whole work item and not the status of the task, and that worked fine and let me select my custom status. But this workaround could cause other problems in the future and I would much rather it be based on the status of the task. Does anyone know if there’s a way to fix this issue?

Nick HamptonBeginner

Client Portal - Document Exchange

It would be great to get a straight answer on this. I can see that the question has been floating around for years in regards to a client portal / document exchange.There currently isn’t (that I’m aware of) a way for a client to “log in” to a client portal and upload documents without us creating a request. There isn’t a way (that I’m aware of) for documents to remain available for a client (like SA302’s) to log into and retrieve them in the future without creating a request etc.Can you advise if this is perhaps coming in with e-sign / approval, or if it’s not on the roadmap. As a practice, we have moved from Accountancy Manager / Bright Manager, and we kept a minimal subscription, and clients are still uploading to it because we can’t offer them an alternative.We are going to look into various options, but don’t want to sign up for something if it’s imminent on Karbon - if you are going to suggest a work around, this isn’t what I’m looking for - I’d just like it to work logically w

1

1 day ago

Margaux LourensBeginner

Ask a Peer

Email view of previous emails in thread

Hi all I am looking for a setting to help me ‘flip’ my mail view in Karbon. In outlook, all old mails in the same mail thread lie under the newest/ current email, but in Karbon it’s the other way around (old mails in the thread lie above the current/ newest mail). Is there any way to change this around to match the outlook format or are we confined to one email view?Thanks!

2

1 day ago

Rick StrowgerRising Star

Ask a Peer

Deadlines for repeats can't be configured more than 2 months after start date - glitch?

I love the idea of Karbon’s recently introduced feature of being able to add external deadlines to repeating work - my firm is based in Canada, and especially for corporate tax engagements I’d like to set external filing deadlines on all repeats (which fall 6 months after the company’s year-end, although internally we target earlier deadlines).I’m having trouble configuring this - essentially when I’m setting up the repeat details for a work piece and I select the last Deadline menu option so that it will fall on “Day of (2nd, 3rd, ...) month after start month” (pictured below), I don’t get the second selection menu that normally pops up afterwards when I use this same option for setting internal deadlines that allows me to configure the month. I.e. this option seems to currently be hard-coded to the 2nd month after start date because I can’t seem to select any other month. Is this a glitch, or am I just doing something wrong here? I’ve done the usual troubleshooting: PC reboot, trying

Ken RogersSuperstar

Anyone else having gmail not syncing to Karbon today?

Anyone’s gmail not syncing today?

1

2 days ago

C

Cassie BronkhorstNewcomer

Ask a Peer

Items automatically removed from done after 60 days

Hi guyI saw a note that said items automatically removed from done after 60 days, would this only be completed work or incomplete work as well?

1

2 days ago

Chris GascoyneRising Star

Ask a Peer

Is there a link (that can be referenced) between an organisation client and a person?

I am trying to link Karbon and ignition, via Zapier so that I can set up a new client in Ignition when the status of a Karbon organisation changes to ‘send proposal’.The problem I run into is that I can easily pick up the change of status and filter this in Zapier so it only changes on a specific status but Ignition needs both an organisation name and a person name in order to set up a new client. I have found no way to link the organisation in Karbon to any directors that I have associated with it, despite the person record appearing under the organisation in Karbon. There doesn't appear to be any link that I can reference although one must exist in order for it to appear in the organisation record.Any help around this problem is appreciated, thank you

6

3 days ago

D

DavidJenningsBeginner

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cancel subscription

I need to cancel my subscription have not used Karbon for months. How do I cancel

0

D

4 days ago

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