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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?
I would like to be able to generate a list of a specific contact type, for example, a listing of all individual clients with their email addresses that I can then put in to a program like mailchimp so I can email to a specific group of client.Or generate a list of all the lawyers we deal with so we can send them something customized.
Our firm has a client where paint sub-contractors paint apartment units. The general contractor gets the bill from the subs and forwards that to us, we take the information and key it into QBO and our client’s vendor portal for invoice payment.I would like a little app that receives the information from the painters and spits out an import file for QBO and an import file for the vendor portal.Has anyone done something like this? Do you have this capability in-house or have you worked with a contractor to get something like this up and running?
Is it possible to obtain a report or identify the time and date when a work item from within all work items reaches a certain status?For example, when customers complete their client task, the status is changed to Data Received. If 20 customers all complete the client task on the same day or over a few days, I want to be able to determine the order of who completed first without having to open every work item to see the time and date. This will enable me to keep a first in first out workflow going.
Does anyone know if there is the possibility of a preview pane in Triage. Maybe where the most recent email is open so I don’t need to click to expand every single email. It would save clicks. Perhaps there is a setting I don’t know about that allows for a preview pane @Craig Lohman
I noticed that in My Week work is categorized by work type, but sometimes there’s an “Other” category. “Other” includes a variety of different work, and in our case, it is not because of Default work types. Can someone explain why (or How) My Week chooses which work types each colleague is able to filter by- seemingly regardless of how much work they have to do in that category?
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.
I’m reviewing our Email Insights and for the first time I noticed that our placeholder accounts are being calculated. We have colleague accounts that have never been activated for placeholders and between the three of them, I’m wondering what kind of impact this is having on my overall metrics.How can we remove the non-activated accounts from the calculations?
We just started with Karbon one of my accountants finished her Sales Tax report and I can see that it went to the supervisor for review but I just logged in and it must have been already updated. She still sees it assigned to her. Is there a refresh button or process she can perform so she knows that things are updated when she looks at her Work?
We currently use Right Networks to host our tax software. (Drake). Then we have Karbon and Liscio that are cloud based products. We are looking for a document management system. What is the bested route to go cloud based or Right Networks approved. We are a small accounting (under 10 people) Not sure where to start looking. What do you use.
By default my list view has the columns ordered in the same order they’re listed in the filter list:Name, Client Name, Related Client Group, Status, etc.Is there any way to order these? For some of my saved views I’d like to have the fees and budget over towards the left more, among other things.I have tried to drag and drop but that doesn’t do anything.Thanks in advance.
Client Task FAQsF.A.Q.
Check out some answers to common questions you may have about client tasks, if you are unable to find your answer ask the community Why can’t my client access their client task list? There is two reasons why your client wouldn’t be able to access their client tasks. The work item has been completed They have expired, client tasks expire after 30 days of being sent. Re-opening the work item or resending the client tasks ill give them access again. Can a Client task be sent to multiple people within the same organization? While you cannot send client tasks in one group to multiple people, each separate group (different client tasks section) can be sent to different people, with their own reminders and due dates. If you send each group to a different person, they will not be able to see each other’s client tasks. I no longer want a client task to send, can I cancel it? To cancel the sending of a client task that is scheduled to send date future date, choose Cancel Sendin
Check out some answers to common questions you may have about TSheets, if you are unable to find your answer ask the community Is there a way to remove completed items from job list into TSheets? You can easily hide jobs directly in TSheets by un-assigning the job in TSheets. Follow these instructions to un-assign jobs. Is there a way to remove completed items from job list into TSheets? You can easily hide jobs directly in TSheets by un-assigning the job in TSheets. Follow these instructions to un-assign jobs. Is there a way to remove completed items from job list into TSheets? You can easily hide jobs directly in TSheets by un-assigning the job in TSheets. Follow these instructions to un-assign jobs. I’ve deleted work in Karbon, will it delete in TSheets as well? Karbon doesn't delete any job codes from TSheets. If there are work items you have deleted in Karbon, you will need to delete them in TSheets as well. How can I delete custom fields in Karbon?
With reference to this article: https://help.karbonhq.com/en/articles/2487653-how-are-contacts-linked-with-the-practice-ignition-integrationWe had a case that was not handled as per the logic in the above article.We added a client on PI with name Jane Doe for contact and client and email firstname.lastname@example.org (husband’s email). The hushband John Doe was already a client on Karbon. PI then added the work item to John Doe on Karbon instead of creating a contact Jane Doe and adding the work.According to flow diagram in article:Are client and contact name the same: YesIs there a person with same name (not email) in Karbon: NoThus a new person should have been created in Karbon.Please clarify? Is name in the article also referring to email? If so I think the article should mention that.
Does anyone else need a filter setting to remove inactive clients from your search view in Karbon? I would like the ability to turn this feature on and off. Most of the time I just want to see active clients, but occasionally I need to see an inactive client. If this is a feature you would also be interested in, please go to Help and Feedback - Have an idea that will make Karbon even better and request this feature. They really listen to your suggestions and try to add as many as possible.
Since a lot of us are solidly in the middle of getting year-end tasks done by the end of January, I was wondering if anyone has any solid processes or tasks that are helpful in efficiently getting the year wrapped up for clients. Karbon does have some good templates for this, but am looking more for any unique tips and tricks that work well for your particular firm. Maybe something that none of us have thought about or considered?
I noted that Karbon can import office 365 contact. Before I try it, anyone has the experience of the contact syncing from office 365 for following questions?If I hit the button, will current existing contact in Karbon lost or replaced by the imported office 365 cotact? Or the imported office 365 contact will be added as additional contact? Is it possible to double-way syncing contact with office 365? ie, if I update any details of the contact or add a new contact in Karbon, it will be synced back to office 365?
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