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When we were first setup with Karbon our karbon person set us up so that there would always be the next 3 monthly accounts task setup automatically 90 days out. I setup a new monthly task for a new client and the new clients does not seem to be setup with the 90 days of monthly tasks (next 3 months). Can someone tell me how to change the setting for that clients so it will do it automatically?
I am changing a quarterly repeating work item to auto-send the client tasks on the 1st day of the month following the end of the quarter. When it asks me if I want to update ‘all instances’ to auto-send to client, what dates will that set up to auto-send on future instances?Will it be the 1st day of the month following the repeating period? It doesn’t specify and I can’t find the answer in the online guide.Thanks
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?
In general, Support has been excellent at Karbon and is one of the deciding factors that’s pushing us to make the switch, however I have run into a snag and I’m wondering if anyone has a way around this issue.I’ve contacted support about emails that come through Karbon without the attachment. The attachment is in Outlook, and when I forward the email to myself, the attachment comes through to Karbon, so something strange is stipping out the attachment that’s originally getting sent.I contacted support and got escalated to the engineers, one of which asked me several questions and asked for screenshots from outlook and Karbon, etc. I sent everything in and it was a week since I heard from her, so I sent a new message in the chat. It’s been another week with no reply. As of today, the last time I heard from the engineer was February 14th.. almost a month ago. I sent in a new message through the support chat and was told that the support person would get an update for me (no update yet),
Is there anyway to do this in karbon as it’s rather annoying not being able to!Edited to add: This is for client emails - some don’t require client tasks but are still urgent enough to require the flag. The only way I’ve been able to get around this is sending through outlook but copying myself in so it’ll pull through into Karbon too for the client’s timeline.I’ve submitted this as an idea -
We have monthly work template setup for all of our clients that have say 20 items for the accountant to do. What we did not realize is that in the to list, if there are 20 clients for that accountant that the to do list will show 400 items. If shown that way the to do list doesn’t appear to be very effective when there are 20 to do’s for 20 clients that just say “Reconcile the bank”. Is there a way so the to do list could just show the monthly task instead of each and every task? How do you all deal with this. I am sure we are not the first company to encounter this.
I would like the ability to pin a note to a work timeline that actually repeats along with the repeating work schedule. This would be useful for a background note for the work that doesn’t change, not actually a task.Does anyone else feel like this would be useful and do you have a workaround?
I read the Karbon guide on client tasks, but it doesn’t mention where it draws the client email from when setting up a task to auto-send say, 1 day after start date.If it draws the email out of the contact relating to that work item, then this will be a problem, as the merge fields in the email will draw in the company or trust name the work item is under, and not the first name of the client.Can anyone help with this please?
Hi AllI wanted to get the community’s help with our next phase of Karbon implementation. We have been using Karbon for just over a year now, and it has provided enormous benefits to our work organisation. Until now, we have used Karbon as a hub for all our work, and a place for team members to organise their own weekly tasks, however we are now getting to the stage where we want to advance our use of the software as we feel we could get much more from it. The main areas we are looking at are KPIs and time. We currently calculate KPIs manually, and report these in an excel file on a monthly basis. The process of gathering these is a little clunky to say the least. In terms of time, we currently use QuickBooks Time, but are yet to link through to Karbon.I’ve put my questions below, and am keen to hear how everyone else uses Karbon in these areas, so please share any thoughts and tips you think we may find useful as we transition into this next stage. KPIsI know we can utilise the Insigh
Templates roll on the last day of the month to the next month. So any changes we make to a customers template during the current month replicates in the next month. We were told it does this on the last day of the month. Do you know if it’s the end of day on the last day of the month? I am trying to give my team a deadline to get them updated since it’s our first template rollover month. Also I am 99% sure of this. The work doesn’t have to be 100% signed off in a current month for the template to rollover right? My manager is worried if she doesn’t sign off on everything the template won’t roll. That can’t be the case because every client isn’t done every month every time. Thanks in advance for your information
We use automators to set due dates on tasks to be a certain number of days after the work item gets triggered as Ready to Start once the start date occurs. If we add a client task prior to the work start date, the work item changes to in progress and therefore our automators don’t kick off for the due date tasks.Is there any work-around? We like sending some client tasks ahead of time to prepare for month-end, and it’s best to keep them in the same work item they relate to.
I’m new to Karbon Time recording, so sorry if this is a basic question. When working on a client, with the timer recording, is it possible to switch to another client - pause the timer on the existing one, and start on the second client. Do the work on the second client, and swap back to the first. Swapping between clients during the course of the day, and confirming all the time at the end of day.
When an organisation is the primary owner of an email address and that email address is also linked to a contact, is there a way for it to show on the timeline with the contact’s name rather than the organisation’s name? For example, “Business” is the owner of “Person A” and “Person B”’s emails - when “Person A” emails us the email is auto tagged to the organisation’s timeline and shows up as the Organisation’s name and not “Person A”’s name. It can get confusing since it does not show who is exactly emailing us out of the 2 people. I know we can just click on the name to show which email address it came from but if there was a way to see the contact name without having to click further that would make it better from a visibility point of view.Thanks!
I was tagged on an email from a colleague. I want to keep track of any additional comments or conversations in that email. It’s not related to a client it’s Karbon question. If I clear that out of my Triage how will I be able to find that email later. Is it only if another person adds a comment?
So we have a clients who we are attaching applicable emails to. However this client is installing a CRM and there is a lot of emails regarding this project. I am trying not to flood the contact with all the CRM emails. Is it possible to setup a tag say “CRM Info” that I can add to all the emails. I am thinking I can do that and search by it. I would love if I could setup up some sort of subfolder for “CRM info” so that all the correspondence goes in that “sub contact folder” . Has anyone tried something like this?
We have emails that are sent to our entire team in outlook so the individual email addresses are not included. So the first issue is the BCC issue which we see discussed. For now we are working around that by forwarding the email then saving it. But we got an email that related to SBA loan forgiveness that we want the entire team to be able to see. Emails like that we’d to attach to our team but emails appear to be only able to attach to work or contacts. Is there anyway to attach it to the team so everyone on our team can have access?BTW thank you for all the people who have helped me with our questions. It’s quite an impressive community.
I am trying to save an email for instance form Karbon about new features. However I have no timeline to save it to since Karbon is not a client of ours they are a vendor. How do people clear this out of their Triage without adding it to a contact or timeline?
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 tried dragging and dropping the invoice attachment into Bill.com like I usually would from my Office 365 email, nothing happens. Bill.com recognizes that I'm trying to upload a file but it's unable to read it. Does anyone have this issue? And is there a way to do this from Karbon and not have to go out to outlook for this task?
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