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- 558 Discussions
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Client task but only with email
I’ve got an idea where when a work item hits a certain stage, such as:Books closed each month; Tax return in for review; Tax return ready for signature; etc.That an email automatically sends to the client.Currently for our month-end close work item, I’ve got a client task as the last section so that the bookkeeper can send an email to the client saying their books are now closed. On top of this, even if it’s not possible to automatically send this when the last internal task is completed, it would be awesome to send the notification but without an actual client task. More like an email being sent but associated with a specific work item. That way the client doesn’t need to login and mark off the task. I was looking through the API documentation to see if there’s a way to send an email but it doesn’t look like it. That might’ve worked because the email would be associated with the work item it’s being sent about to notify the client of a change in the work item status that they may wa
Handling of internal team work
The team is required to maintain their continuing education, for example QBO certifications. I feel like there needs to be a piece of work for each team member for their certification, but who is the client for that piece of work. If I create an internal client that the team has access to and can create work under, then all team members will have access to the emails/work for each other and their certifications. I’m not sure how I feel about that. There may also be other work that needs to be tracked that would go under that internal client.Does anyone have any ideas or can share how they are handling this?
Email window size
I know there’s probably a ton of HTML weirdness going on under the hood that I won’t even pretend to know about, but the size of the window when reading an email in Triage seems inconsistent and unpredictable, especially with emails that have large images.The window will expand to accommodate the entire image, then shrink back down to the height of maybe 8–10 text lines, which feels cramped.Other emails, usually newsletters with many paragraphs of text, will expand to scroll several pages and never shrink back down. I have to scroll all the way back up to reach the controls to clear or otherwise manage the email.As far as I can tell, there’s no way to expand or contract the window or predict when one email window will expand or contract. This can make managing Triage, especially from non-contacts, a bit of an unwelcome adventure.
Taking care of an organization
Has anyone come up with a standard way to dictate when John & Jane Doe organizations are created? We have a few clients that are divorced (but where we’d still want to keep that information and former spouse ready and available) and others that alternate between MFJ and MFS yearly depending on tax savings. Any tips? Thanks!!!!!Best RegardsJessica Layson
Considering changing from Canopy. How does the document management work with client portal? Is this worth changing to from Canopy? I am only on the trial version and the one thing I do not like is that there is no folder options to sort files. I want to make sure if I make the investment its worth it. Has anyone else changed from canopy?
Reducing template sections to one role
HiI was told during my Karbon template training not to mix tasks for different roles within the same section. Why is this?Some of our processes involve two colleagues working on one job at the same time, with the tasks often alternated between them. Each task is placed in its own section because the role has changed, resulting in a template with 50 or 60 sections, and each section contains one task. The template is therefore unwieldy and difficult to use. Why can't I create a single section with tasks for two different roles? It is possible to assign the work to a senior colleague in order to avoid confusion about ownership or accountability. Thanks!!!Best RegardsJessica Layson
Account Analysis ideas?
Hi all! Our firm has been acquiring recent clients who need their books cleaned up quite a bit. We’re in the process of developing an accounting analysis process and am having a somewhat difficult time finding resources/inspiration. Does anyone have some thoughts/resources they’d like to share? Has anyone created their own account analysis template through Karbon?
Date Format Issue
Hi there, I have an issue with date format which seems to have changed for me when I view works in karbon. For me the format is MMM DD YYYY but the same works on my colleagues Karbon shows as DD MMM YYYY.I can’t see where this setting can be changed or why it should be different for meCan anyone please point me?ThanksRob
Repeating Monthly Task
OH I can’t believe I can’t figure this out. I setup a monthly task from a template called give it a name of “TPT Filing April 2022” The dates are May 1 to May 20When I do the repeating I see the following: I select repeating period so it looks like this:But the repeat preview always shows “TPT Filing June 2022” with due dates in June. The next one should be May I don’t know how to fix this?Can anyone help?I am sure this is easy :)
Work in My Week when no tasks assigned
Hello.I’m trying to work out why work items are appearing in my My Week, when I have no involvement. I understand that when you re-assign all your tasks that you still remain on the ‘Work team’, but even if I remove myself from work team, the work still appears in my My Week.There are work items in my My Week that I have never had any tasks or emails assigned to me. The only way I can think I was involved as someone tagging me in a comment.Am I doing something wrong?
Cancelled status not available
I am trying to set up an automator that goes like this:If all the tasks in the section are above have the status completed, then update the status of tasks in this section to Cancelled.I have ensured that the work type settings have Cancelled selected as a task status, as below:But when I go to set up this automator in the work template, Cancelled is still not an option. Can anybody help with this?
When to create couple organizations - under scenarios of divorces and MFS
Has anyone come up with a standard way to dictate when John & Jane Doe organizations are created? We have a few clients that are divorced (but where we’d still want to keep that information and former spouse ready and available) and others that alternate between MFJ and MFS yearly depending on tax savings. Any tips?
Karbon Email Insights - what is your "Email Added to Contacts" percent?
I’d be curious to know what others “Email Added to Contact” percent is within the Karbon Email Insights feature. I just turned it on to trial it and see how it works was shown this stat. I feel like it’s really low… I showed you mine… now you show me yours 😂
Downloading client uploads on client tasks
Does anyone know best practice for downloading client uploads on tasks. For example if a client uploads 6 separate image files of bank statements, I cannot drag and drop them, nor can I choose a ‘download all’ function like I can in an email.Is there a workaround or a planned upgrade to Karbon to fix this?
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