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Rick StrowgerRising Star

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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

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?

Ken RogersSuperstar

Anyone else having gmail not syncing to Karbon today?

Anyone’s gmail not syncing today?

1

2 hours 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

3 hours ago

Margaux LourensNewcomer

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!

1

3 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?

1

4 hours 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

22 hours ago

Lachlan MacindoeKarbon Team

Client communication reporting, AI work conversation summaries + more

Use the Client Communication KPI Workbook to visualize email activity, improve client service, and boost efficiency. This Karbon update also adds AI summaries for work timelines, repeating work improvements, and UK direct debit. Client Communication KPI WorkbookThe newest Karbon Practice Intelligence (KPI) workbook gives you a comprehensive understanding of how your firm communicates with clients. Carefully designed reports visualize your firm's email activity to identify trends, improve client service and boost communication efficiency. Assess metrics such as email response times, client task statuses, and overall email volume, helping you ensure timely and effective communication with your clients.Use this report to answer questions such as:Are you replying to client emails within your agreed service levels? What is the status of client tasks? How many days have passed since communication with key clients? Is your team clearing emails as frequently as they are receiving them? AI wor

4080

1 day ago

Rachel PengKarbon Team

Karbon AI Smart Suggestions, CRM enhancements, and new Karbon API endpoints

Smart Suggestions with Karbon AI (beta)Triage emails and work faster with Karbon AI’s latest Smart Suggestions feature.With Smart Suggestions, you’ll automatically see a list of the most relevant and active work items and contacts displayed when adding emails to work and contact timelines.From there, simply select the relevant work or contact timeline so you can spend less time searching and more time getting work done.This feature is currently in beta and you can register to test it here. The new Triage experience is live for all customersThe Triage redesign was introduced at the beginning of July. Today, every Karbon customer will be switched to the new Triage experience and the legacy Triage design is no longer available.Learn more about how the new design benefits your email workflow. You can also contact support@karbonhq.com if you need assistance. New fields added for contacts in Jersey, the UK, and FranceSeveral new fields have been added to the accounting details area of your P

142016

2 days ago

D

DavidJenningsBeginner

Community Guides

cancel subscription

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

0

D

2 days 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

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?

Ken RogersSuperstar

Anyone else having gmail not syncing to Karbon today?

Anyone’s gmail not syncing today?

1

2 hours 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

3 hours ago

Margaux LourensNewcomer

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!

1

3 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?

1

4 hours 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

22 hours ago

D

DavidJenningsBeginner

Community Guides

cancel subscription

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

Katrina NoenchenBeginner

Share Tips & Best Practices

Zap Task Usage Using Webhooks and API

Hi!We have started testing and creating Zaps using Zapier Webhooks and the Karbon API and were wondering if anyone has an idea around how many tasks the Zap would use or examples of Zaps that would use too many tasks when using webhooks just so we don’t go over our task limit?For reference, the zap in testing would be to get a list of clients from Karbon and update the information in HubSpot to match the client information in Karbon.Thank you in advance for your responses!

Beth MillerBeginner

EOS (Entrepreneurial Operating System)

Currently implemented EOS (Entrepreneurial Operating System) into my firm. Reaching out to see if any community firm owners are using Karbon for EOS management? Has Karbon helped you to keep your goals/rocks/issues/to-dos tracked and monitor progress for you and your leadership team? Appreciate feedback.

13

4 days ago

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