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697 Discussions
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697 Discussions

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Roy W Henderson JrBeginner

asked in Ask a Peer

KarinBeginner

asked in Ask a Peer

Client Groups

we used client groups as it’s great so see the members, but unfortunately when information come in from practice ignition it can’t connect to a client group, only to people and organization. Anyone has any lead on how to handle this issue?

1 year ago

Yvonne Irene LustreBeginner

asked in Ask a Peer

"Download All" function in the Note assigned to a team member

Hi! Is there any way to download bulk documents attached in the Note assigned to me by my team member? Thank you.

8 months ago

Natalia ZacharinBeginner

asked in Ask a Peer

Pin Karbon to Task Bar

Is there a way I can pin Karbon to my PC taskbar so that I can easily access it? I am able to pin apps to task bar, but it doesn’t look like I have Karbon set up that way. If this isn’t possible, this would be helpful, so that I don’t have to constantly log in. Thanks!

1 year ago

Tom KneelandRising Star

asked in Ask a Peer

Client Secure Uploads

I am trying to prevent clients from uploading items to my old portal. However, they often times need a secure way to send me a file that has nothing to do with a Work item or a Client Request. The Karbon Portal does not have a section for clients to upload. What have you all found as the best fix?Bottom line is, I do not want clients doing things outside my Karbon EcoSystem. :)

8 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Updated client onboarding client request email

Hi allI am wondering if anyone can point me in the direction of an update to the client onboarding template that replaces the old wording in the client request email, noting how the karbon checklist works (e.g. referencing a pin number instead of the new magic links)?

11 months ago

Vinnie StevensBeginner

asked in Ask a Peer

Recent work tagged not appearing in a shortlist.

Where has the recently used work items gone from the tagging section? Historically when i have tagged something to a work, then tagged a second item to a different work, if i needed to tag a third item to the first work used there was a shortlist of recent items selected, this has now disappeared so i have to type in the name of the work every time.

1 year ago

KOshiroBeginner

asked in Ask a Peer

Muting comment threads

I have a conversation that has multiple people commenting and it continues to show up in my triage for me to clear. Is there a way to mute this conversation?

10 months ago

Rob LileRising Star

asked in Ask a Peer

Marking Work Complete

Hi allWe have various reasons for wanting tasks to remain uncompleted on a work - sometimes tasks are not applicable to a specific work, sometimes they are ‘checks’ which we use as Yes or No options - i.e. if checked = Yes, if not checked = No.When marking a work completed, is it possible for the default option to be changed to ‘Leave tasks as is’ rather than ‘Mark all tasks as completed” ThanksRob

10 months ago

Joel BreierRising Star

asked in Ask a Peer

Auto send Client Request Time

HI, At what time of the day do the automatic email task go out to the client?

10 months ago

Mike RobinsonBeginner

asked in Ask a Peer

Karbon/Front

Does anybody have any experience of running Front alongside Karbon?

7 months ago

Sean MeredithBeginner

asked in Ask a Peer

Multiple email addresses in one account

Can I have my Karbon account linked to more email addresses than one?We want to add a central payroll@company.com email address.Is there a way of linking my sean@company.com and payroll@company.com accounts so I will receive emails for both accounts in my triage? Also, when sending emails out, could I pick which account I want it to be sent from?

7 months ago

Catelynn OosthuizenBeginner

asked in Ask a Peer

Client Group naming

When naming the client groups, what is the best approach to take? Do we use the main clients name? Does anyone have any ideas for us please?

7 months ago

SamGKarbon Community Guide

asked in Ask a Peer

Karbon Practice Intelligence: Field that should be available is not available for use in a measure

Per this article: https://help.karbonhq.com/en/articles/6524704-kpi-table-and-column-names BUDGETED_COST The budgeted cost for a work item. is an available field in table: WORK_ITEM_DETAILSWhen I try and create a measure in that table, I can’t use the field BUDGETED_COST.Anybody know how to resolve?

10 months ago

Joel BreierRising Star

asked in Ask a Peer

Email threads in "My Week"

Hi,I see that if I put an email into “My Week”, further conversation in the email is not automatically added.Why is it like this? And Is there a way to get around this and make sure that the thread is being added into “My Week”?Thank you

10 months ago

KarinBeginner

asked in Ask a Peer

Work naming

I have an issue with naming of the work and the limited option available.I would like it to look like:02 - Feb Bookkeeping03- Mrz Bookkeeping04 - April Bookkeepingas now with only the name they’re all over the place. for one client, it would be nice if it would be in order of the month like above anyone has any idea how to fix that or if it’s even possible or am I just the only one who doesn’t like to options offered. thanks, Karin

6 months ago

LD7ESuperstar

asked in Ask a Peer

My Week Working on Now and no Tasks Assigned

I am the only individual assigned as the Assignee of work. Colleague’s will have tasks assigned. Once their tasks are complete or reassigned to someone else, the item in My Week for them is moved to Done.Frustratingly it appears back in their My Week when I or someone else who has tasks starts working on the work item, even when they have no more tasks assigned.Is this really how My Week is setup to function? It is creating a lot of extra work to identify in their My Week and keep moving it out. New staff are not as familiar with Karbon and it takes a lot of hand holding to ensure they identify there are no tasks assigned to them and that they need to keep moving items out of their My Week to done when there are none assigned.Thank you in advance.

7 months ago

Margie MechanicBeginner

asked in Ask a Peer

Can't set up log in to client portal

My client is saying that she gets error messages when she tried to set up a log in.

1 year ago

Paul ClarkeBeginner

asked in Ask a Peer

Client Portal Assignments

Just wondered when we’ll be able to see a list of all client portal assignments?It would be great if this could sort by person and organisation.Thanks

1 year ago

Rebecca WilliamsSr. Karbon Community Guide

asked in Ask a Peer

Managing/Tracking internal compliance of Karbon features

I’m looking for some suggestions about tracking internal Karbon usage. I am discussing with my Karbon CS rep too, but I thought I’d crowdsource some other ideas! ContextWe’ve spent a lot of time recently documenting how we use Karbon and our internal best practices/expectations, and this month everyone in the firm is completing our own Karbon training. As part of this, we want to be able to track and follow up with team members who are struggling to meet our targets.We don’t currently use Email Insights or Intelligence, so I’m hoping to also get some feedback from those who are using it that would help me build a business case if need be. KPIs I’m hoping to track!Triage (these are available in Insights I believe - what (if any) details can be exported? Is this available in the API to push into a spreadsheet?)Volume of email in Triage Ideally the amount at EOD for each user, and then a daily EOD average across the month Average days notifications are in Triage in a calend

1 year ago

Michelle TurnerRising Star

posted in Ask a Peer

Client Verification Details

Just wondering if there are any plans for Karbon to release any updates to manage the new client verification process coming in later this year? i.e. custom fields in details?Also interested in if any Karbon users have discussed how they will manage this within Karbon or do you have plans to manage elsewhere?https://www.tpb.gov.au/enhancing-client-verification-process-tax-practitioners-tax-agents Thank you in advance

2 months ago

Danielle ClarkRising Star

asked in Ask a Peer

MyWeek Best Practices

My week is very divisive, and each member of our firm has different levels of success when utilizing it. Do other firms allow employees to use their My Week in a way that makes the most sense to them, or monitor usage so it’s the same throughout the firm? Ex. Some people put all their work for Today in Working on Now while others take it a few tasks at a time. Only wondering because when you go to check colleague’s week or share tasks within a work item with someone, “working on now” can still be a gray area. Want to see if there’s a standard use for it common between firms that use karbon!

1 year ago

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