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Lexi BeausoleilKarbon Team

Bulk work creation enhancements, QBOA for Australia + Anchor integration

Bulk create work for 100 contactsCreating work items for multiple clients at once is now quicker and easier. The contact selection limit has increased to 100, which means you can bulk-create work for large amounts of clients with just a few clicks. Custom due date for repeat workYou can now set a different due date for the last instance in a series when you define repeat work by the number of occurrences. This option offers added flexibility for managing custom client calendars. QBOA integration now available for Australian firms (beta)The Karbon Billing and Payments integration with QuickBooks Online Accountant (QBOA), currently in beta, is now available for customers in Australia as well as the US. An integration for Canada and the UK will follow shortly.The integration syncs invoices, payments, and client financial data between Karbon and QBOA. Invoices sent using Karbon automatically sync to QBOA, ensuring your financial data is always up-to-date without manual entry. Payments re

Matt GordonBeginner

Hi Everyone We are brand new to Karbon and I wanted to see how others were handling work items that are dependent on other work items being completed. We have a few scenarios where this occurs but I think the best example would be that we have separate recurring items for monthly bookkeeping and annual tax work. Once the December bookkeeping is completed, the tax work can be started. How we have it set up, the tax item will say “Ready to start” on its scheduled start date even if the December bookkeeping wasn’t completed. My concern is that come January/February, our My Week will become cluttered with a ton of tax work listed as “Ready to Start” even though it can’t actually be started yet. Is there any type of workaround to set it up where the tax work item will change to “Ready to Start” upon completion of the December bookkeeping item?

StuartKKarbon Team

Obtaining and tracking signatures on documents is a critical but tiring task. Now you can simplify this process, save time, and keep a clean audit trail of activities with the beta release of eSignatures in Karbon.Here’s how it works.Create an eSignature task from a work itemTo prepare documents for approval, in the relevant work item, select Add Task > Add Document eSignature Task. Prepare your document packageOnce an eSignature task is created, click Prepare Documents for eSignature and follow the step-by-step instructions to prepare your documents. Send for eSignatureAfter you set up the document package, send it for signing directly through Karbon. Managing your document signing in Karbon provides you with several benefits:Centralized source of truth: Send, track, and monitor documents in one platform. Efficiency: Reduce the time spent switching between multiple apps for status updates. Visibility: Auto-generated audit trails track every activity that occurs in a document approv

48315

1 day ago

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David CrampBeginner

Share Tips & Best Practices

Saving Documents before a work item starts

Hi, I wondered if anyone would be willing to share their tips and tricks for dealing with documents in Karbon when they are received before the work item they relate to hasn’t yet started. As an example, if I receive a document now for a UK 2024-25 personal tax return, the work item won’t be created until Mar ‘25 so where / what would you do with the document so that it is not forgotten about when the work is created.Any ideas / suggestions would be most welcome.Thanks in advance

336

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4 days ago

Katrina BrekkeBeginner

Ask a Peer

Running Slow -- Particularly Billing

Is anyone else having issues with the Billing programs running really slowly? We have been having issues since late last week with edits taking several seconds to update, and invoices sending at a painfully slow rate.

Helen MillerBeginner

Client Correspondence

We act as a registered office for our clients and therefore receive client correspondence to our office which we have to pass on. How do others deal with this as we have found you can only scan the document into your triage where it cant be renamed at a document level. Is there a way to have the document come into your triage and be renamed from there without having to rename the email title?

253

5 days ago

Kim ClemmerSr. Community Champion

Ask a Peer

Workaround for recurring semi-monthly/monthly payroll jobs

For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad

2099

6 days ago

Lexi BeausoleilKarbon Team

Client statements, engagements filtering + more

Since inception, Karbon has released 20+ product updates each year as part of our commitment to keeping your firm at the cutting edge of technology and innovation. We’re excited to share that starting with this update, you’ll see even more frequent product releases, delivering powerful new features into your team’s hands sooner.This week's update adds the option to download client statements as PDFs, new engagement tabs and filters, and changes to how repeat work is organized. Download client statements to PDFIf you have Billing access, you can now download a client statement as a PDF to save, share over email, or print. Simply click the download icon at the top right of the activity section on the client’s receivables detail page. Easier engagements organizationYou can now quickly filter and organize your engagements on the Billing > Engagements screen with helpful list filters for client, client group, client manager, and client owner. Toggle between the new status tabs for separ

8099

6 days ago

S

Sami CleggBeginner

Share Tips & Best Practices

Restrict Time Entries to Inactive Clients

Is there a way to lock a client so colleagues cannot charge time to them? We have a bunch of clients who are inactive and no longer work with our firm. However, we’ve run into an issue where colleagues will do a small task for inactive clients and charge time to them. This clutters our WIP with small billable amounts that we can’t actually invoice.

131

7 days ago

naomi_paulsonSuperstar

Share Tips & Best Practices

Seeking Advice on Managing Overdue Items – Internal and External Processes

Hi all,I hope you're doing well. My team has been facing challenges with managing overdue items, both internally and externally. While I make it a point to review my overdue items on a weekly basis (I have a weekly reminder set on my phone), some of my team members struggle to keep up, and we have a significant backlog of overdue tasks. We’re looking to develop a clear policy or process for managing overdue items, including internal workflows and external situations where work is overdue because a client hasn’t provided the necessary information, and we have not heard anything from them, despite reaching out multiple times. Does anyone in the Karbon community have any policies or processes they’ve implemented that have worked well for managing overdue items? Any advice or examples would be greatly appreciated! Thank you 😊

Matt GordonBeginner

Hi Everyone We are brand new to Karbon and I wanted to see how others were handling work items that are dependent on other work items being completed. We have a few scenarios where this occurs but I think the best example would be that we have separate recurring items for monthly bookkeeping and annual tax work. Once the December bookkeeping is completed, the tax work can be started. How we have it set up, the tax item will say “Ready to start” on its scheduled start date even if the December bookkeeping wasn’t completed. My concern is that come January/February, our My Week will become cluttered with a ton of tax work listed as “Ready to Start” even though it can’t actually be started yet. Is there any type of workaround to set it up where the tax work item will change to “Ready to Start” upon completion of the December bookkeeping item?

David CrampBeginner

Share Tips & Best Practices

Saving Documents before a work item starts

Hi, I wondered if anyone would be willing to share their tips and tricks for dealing with documents in Karbon when they are received before the work item they relate to hasn’t yet started. As an example, if I receive a document now for a UK 2024-25 personal tax return, the work item won’t be created until Mar ‘25 so where / what would you do with the document so that it is not forgotten about when the work is created.Any ideas / suggestions would be most welcome.Thanks in advance

Helen MillerBeginner

Client Correspondence

We act as a registered office for our clients and therefore receive client correspondence to our office which we have to pass on. How do others deal with this as we have found you can only scan the document into your triage where it cant be renamed at a document level. Is there a way to have the document come into your triage and be renamed from there without having to rename the email title?

253

5 days ago

Kim ClemmerSr. Community Champion

Ask a Peer

Workaround for recurring semi-monthly/monthly payroll jobs

For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad

2099

6 days ago

S

Sami CleggBeginner

Share Tips & Best Practices

Restrict Time Entries to Inactive Clients

Is there a way to lock a client so colleagues cannot charge time to them? We have a bunch of clients who are inactive and no longer work with our firm. However, we’ve run into an issue where colleagues will do a small task for inactive clients and charge time to them. This clutters our WIP with small billable amounts that we can’t actually invoice.

131

7 days ago

Rebecca RobinsonBeginner

Ask a Peer

Is there a way to hide contacts?

When we offboard clients, our partners don’t like fully deleting them from the system in case we ever need anything from the work that we did for them. So is there a way to hide the contact, so they don’t show up in the regular contact lists, but are still able to be found by an admin?

242

9 days ago

Victoria PetersSr. Community Champion

Share Tips & Best Practices

What Karbon hack have you created that you are most proud of?

I’ll go first - I have created a Hidden, Internal contact for myself (I used my role as the name of the contact since using my name would be problematic)Under this contact I have created several work orders that are not related to clients (internal reporting prep, setting up regular meetings, Newsletter creation...) but are key to me staying on top of my work.The repeating schedule matches the work I have weekly commitments broken down by task, I keep the status updated on each task so even if I get interrupted I will know where I am at on my weekly commitments. Bi-weekly/Monthly/Quarterly are set up so I don’t drop the ball because time flies. I have them set so the tasks populate 1 day before the start date so it is always a current list of tasks. I link emails and notes as they come in but do not have to shift my focus to that work until it’s time to actually work on it. Some are simply ‘parking lots’ for items I don’t want to lose track of One off projects that may have severa

12389

9 days ago

J

Jason MalabuteBeginner

Ask a Peer

CSV FILE

How can I download all first names, last names, and email addresses of my contacts in Karbon to a CSV file so I can upload them to ActiveCampaign?

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!

Marek BuriánBeginner

Update of user FAILED

Hi Karbon's users. Would you help me with additting of new user to KARBON?I set up the user, but it still in RESTRICTED and if I wanna to change to STANDARD user, Karbon says UPDATE FAILED. I try to in SAFARI and in CHROME as well. Result SAME. Thank guys for ideas what to do.

101

12 days ago

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