Home
Product Updates
Open Karbon
Support

Welcome to the Karbon Community

833 Discussions
3,802 Replies
3,352 Members

Collaborate with a global community of accountants delivering exceptional client work and services.

Ask a Peer

Connect with other Karbon users and industry professionals

Latest Product Releases

The latest Karbon product updates, developments and future plans

Share Tips & Best Practices

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

Welcome to the Community

Learn everything you need to get started in the Karbon community

Recent activity
Help others

Rebecca WilliamsKarbon Community Guide

Ask a Peer

Updates to KPI Budget workbook refines budget tracking and enhances data accuracyBlog

The Karbon Practice Intelligence Budget workbook has been improved based on customer feedback. It has been designed to consolidate your budget tracking, enhance data quality, and simplify clean-up procedures, all of which contribute to optimizing your bottom line.With this new version, you can track your budgets in real-time or retrospectively once they have been completed. Client level and employee level roll-ups have been introduced, which enable you to easily identify areas and individuals that are exceeding the budget. Ultimately, this workbook helps you focus on what truly matters for your financial success.What’s more, data quality and clean-up features are now integrated directly into the workbook. The new Data Quality tab allows you to quickly identify any potential discrepancies in your Karbon data that might affect your reporting. This empowers you to swiftly and conveniently perform a clean-up process. The ability to filter work items without budgets has also been added, ens

3317

2 days ago

Darleene ReeveBeginner

Share Tips & Best Practices

COLLEAGUES NEED TO BE ABLE TO EDIT A NOTE I PINNED TO AN ORGANIZATION

In the past we used an excel spreadsheet to add specific notes to each clients file. Ex cc numbers, things that need to be referenced regularily, this could be updated my anyone in the company if any changes were made or needed to be noted. Each client had their own tab for these notes.I copied all these notes from out “TASK by CLIENT” sheet and pinned them so they are seen immediately if an organization is opened.However we have noticed if I created the note, no one else can add to it. Any help would be appreciated and steps on how to do it. thanks in advance!

2 days ago

Jarett SBeginner

Ask a Peer

To-Do vs My Week vs Work

Hey Everyone, Our firm is having some difficulty determining where we should be looking to see outstanding work for our team. We are using some iteration of To-Do, My Week, and Work as each one of them some benefits as well as their shortfalls. To-DoThis is what we have everyone use as it has the ability to list all tasks at a granular level. Our work item set up isn’t task heavy. Anything that can be done in one sitting is listed as one task with multiple steps in the description. What we do not like about To-Do is that you cannot get a total time budget allocation for all tasks in a given time period nor is it guaranteed that they will all show up on the client profile as work completed for a client. Example would be small tasks that were assigned from emails and not attached to a work item are not visible as items that were completed for a client when we are assessing how much out of scope work we do for a client throughout the year. My Week We have not yet been confident enough in

3 days ago

Kristine GrayRising Star

Ask a Peer

Better workflow from Triage to My Week

I love Karbon...but I’m really struggling with the efficiency of having to go through Triage, assign emails to My Week, and then go through them all over again in My Week, to sort them into the different timelines (This week, next week...).There has to be a better, more efficient way. The current workflow has me ignoring My Week completely.Help.

3 days ago

Kari HannumRising Star

Ask a Peer

CRMs

Hi Everyone, we are looking at using a CRM. Right now we are going to demo Hubspot and Pipedrive.Does anyone have experience with these programs?Have you been able to scan business cards?

3 days ago

Amelia FreemanKarbon Team

Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

Hi Karbon Community! Sending to Multiple People (being able to send a client request to more than one person) is in development but I had two questions I’d love some more information on: How many people do you need to send one request to? Does the number tend to be the same or are there circumstances where you would need to send the request to more or less people? Thank you!

4 days ago

Rebecca WilliamsKarbon Community Guide

Ask a Peer

Expense processing - what tools do you love ❤️ (and which should we avoid)?

1 day ago

Shannon YuedeBeginner

Ask a Peer

Email keeps going back into Karbon after Clearing

2 days ago

Lauren ScottBeginner

Ask a Peer

No Office 365 signature found to import.

2 days ago

Darleene ReeveBeginner

Share Tips & Best Practices

COLLEAGUES NEED TO BE ABLE TO EDIT A NOTE I PINNED TO AN ORGANIZATION

2 days ago

Kristine GrayRising Star

Ask a Peer

Better workflow from Triage to My Week

3 days ago

Kari HannumRising Star

Ask a Peer

CRMs

Hi Everyone, we are looking at using a CRM. Right now we are going to demo Hubspot and Pipedrive.Does anyone have experience with these programs?Have you been able to scan business cards?

3 days ago

Amelia FreemanKarbon Team

Ask a Peer

Sending Client Requests - How many people do you need to send one request to?

4 days ago

Kendra MottlBeginner

Ask a Peer

Saving things in Karbon

Hi, I was wondering what’s the best way to save documents for a client? Should I be using Karbon and Google drive or can all the info be saved to Karbon in one place? I noticed you can attach documents to a client’s work item but after the work item is complete are those documents archived?

4 days ago

Cynthia VinczeRising Star

Ask a Peer

Creating a Quote for Clients

I’m reviewing the roadmap webinar for Q2 2023. I’m very interested in the Time & Budget and invoicing… but as we engage a client, we should be creating a quote…. Can you create a quote in Karbon????

5 days ago

Sandy ParkerBeginner

Share Tips & Best Practices

How to Create Workflows for Fiscal Year Ends

We are finding it it very time consuming and very difficult to try and figure out how to enter workflows for clients that have fiscal year ends. Does anyone know of an easy how-to process for this?

5 days ago

Leaderboard

Show full leaderboard

Tweets by karbonhq

Need more help?

Karbon Help Center

Get advice and answers from the Karbon Team

Karbon Services

Training, advisory and consulting to guarantee your success

Karbon Certification Training

Get equipped to provide Karbon training and support

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Use your Karbon account to log in to the Community.

KARBON LOGIN

Log in to the Karbon Community

Use your Karbon account to log in to the Community.

KARBON LOGIN

Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.

Username or e-mail

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.