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1,018 Discussions
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maxSr. Karbon Community Guide

posted in Ask a Peer

Marketing Firm for Accounting Firms

Hi Karbon Community,We have started doing some marketing, and I’m not sure that our marketing firm understands how to market for accounting firms. I’m looking for someone who will outline what we need to do to build a marketing engine.I’m curious if anyone is using a marketing firm that has really figured out how to market accounting/bookkeeping services.

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Setting up recurring Monthly IAS/BAS jobs in Karbon

We have clients with monthly Instalment Activity Statements (IAS) reporting PAYGW, but every 3rd month (last month in quarter) it is a Business Activity Statement (BAS) reporting both PAYGW for that month and GST for that quarter.Now i cannot set up a recurring job for the IAS alone, as the recurrance would be 2 months out of every 3 months. I have set up a monthly recurrance as all the team understand the third month is a different statement, however we charge some clients a different amount for the IAS and the BAS.Does anyone have a solution for this?

2 years ago

MikeLiangSuperstar

asked in Ask a Peer

Note visibility and confidentiality

I know Karbon encourage to use note for internal communication. However, I noted that if a colleague send note to another colleague, the note is visible to all colleagues. I hope there is something I don’t know so that colleagues can confidently send note to each if it is a bit more privacy information/communication. If no way to get around, I will lodge an idea to the feature Idea. Another thing is the comments under a work/contact which is a private contact. I think Karbon needs to be fix is that, if I @ some colleague in that note/following comments. The colleagues should only see that specific comments/note I @ them. They shouldn’t be added to the contact/work as they will see all future Commnications not as intended. (I know when I @them, there is a reminding message from Karbon, but this is not helpful, especially when someone is careless or overlooks it). Currently, to avoid that, the only way is to send an email to the colleague separately, that will break the intuition and dec

2 years ago

Matthew ReifBeginner

asked in Ask a Peer

Document Management

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?

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

External links/hyperlinks in Karbon not working

I cannot find this issue discussed anywhere else. When I paste a hyperlink in an email within Karbon, the link does NOT work when received by the recipient in Karbon. If the email is generated in Outlook with the link pasted in, then the link DOES work when received by recipient in Karbon.Is this a known issue and is there something I should be doing in Karbon to ensure that the recipient can open the link, without having to use the Outlook workaround?

1 month ago

MikeLiangSuperstar

asked in Ask a Peer

IT support Company

This is not relevant to Karbon. But just want to see if any my peer firms (with 8-12 staff) have any recommendation of a good/cost-effective Managed IT service supplier to recommend? We are based in Sydney Australia. My main needs are:Procurement and management of IT equipment, mainly are laptops (if at a corporate discounted price, or leasing term, it will be better) Support to setup new laptop for new employees and remove content for leaving employees etc. Support to setup the new employee’s office 365 account and access to office 365,/MS Team IT guru/support when we have a service needs, e.g., when we need to realise some new feature with MS 365, MS Team, app connector etc., they can provide solution and implementation All other security and consistency in securitiy and IT policy measures

2 years ago

Rebecca MuscatBeginner

asked in Ask a Peer

Calendar Settings

Is there a way to change the calendar settings when setting due dates so that the calendar starts on a Monday?

2 years ago

Dan YamamotoRising Star

asked in Ask a Peer

Tagged on an email that is cleared from Triage

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?

2 years ago

Terri SvihlaRising Star

asked in Ask a Peer

Tracking age of work and prioritizing

How do we set up our work items and tracking so that we can use the kanban to identify how long a work item has been in our office? We have a turn around goal and we are struggling to identify how a work item is tagged in a way that we can sort in the kanban to quickly see whose return comes next for work. So, how do we track what day the information is considered received in our office and filter or sort by that in the kanban?

2 years ago

John BaconRising Star

posted in Ask a Peer

Ability to select a specific email (not just a contact) when sending client tasks!

Many of our contacts have multiple email addresses, and some are appropriate when contacting them about personal matters, while others are appropriate for places that they work, etc.Following the 2.13.22 update, we are no longer able to select a specific email when sending client tasks---we can only select the contact! But this doesn’t allow us to be certain which email address associated with the contact the client task checklist will send to!No good!

2 years ago

Dan YamamotoRising Star

asked in Ask a Peer

To Do list overload

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.

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Client task auto-send

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?

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Undo automators

We are having an issue with clients who are ticking off items on their checklist and then unticking them. The issue is the ticking off initially sets our automators to mark the work item as ready to start and the next internal task as ready to start.When client unticks the box the work still sits on Ready to Start instead of the status reverting back.I am having to check all our work at Ready to Start to see if the clients have done this (we have had 4 clients do this today upon sending of the checklists for their Activity Statement work.Not sure if anyone else has this issue with clients?

2 years ago

Lachlan MacindoeKarbon Team

asked in Ask a Peer

CPA Practice Advisory Readers' Choice Awards — Vote for Karbon!

Voting is now open in CPA Practice Advisory Readers' Choice Awards, and we’d love your help voting Karbon as one of the technologies you rely on and trust to help run your business (Practice Management & Workflow categories). Plus, you’ll get to learn about the tech your peers are using in all of the other categories. You can vote here: https://www.surveymonkey.com/r/2022ReadersChoiceThank you!!

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Repeating notes

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?

2 years ago

Dan YamamotoRising Star

asked in Ask a Peer

Used Template to set up a client but only the current month work is showing

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?

2 years ago

blueprintbrianRising Star

asked in Ask a Peer

Tracking sales in Karbon

Did I see there was a webinar recently about tracking sales in Karbon? If so, anyone have the link?

2 years ago

Laura DaviesRising Star

asked in Ask a Peer

When a client needs to confirm A or B... what's your work around??

Hi there, We need to send a client mailing asking them to confirm if there are any P11D benefits that need filing. So our client tasks are something like: Yes there are P11D benefits - here are the details. There are no P11D benefitsSo our clients will only complete one or the other task - never both. The problem is that the client ‘section’ isn’t completed - so the Automator on the next task won’t kick in.The only work around I can think of is to have the next task being something like: ‘complete the remaining client task above and add an internal not showing “N/A” ‘ and once we have completed the client task the Automator for the next section will be put to ‘ready to start’ and we can continue with the work.Anyone have any better ideas??

2 years ago

Dee GRising Star

asked in Ask a Peer

Due Dates in Automators

I’m wondering how other firms work with due dates that change based on task completion.Currently, we only have the option in an automator to change the due date to x amount of days after the automator is triggered. Logically, it would only make sense to set a specific day.For example, a personal tax return has a due date of April 15. However, when the task “Extension” is done, the due date now changes to October 15. With the current setting, because I can only set the due date an amount of days later, it won’t give an accurate due date since I will be completing the task “Extension” on different days.Changing due dates for hundreds of work items manually is a real pain.Any ideas?

2 years ago

Jeremy BordeleauBeginner

asked in Ask a Peer

Is there any way to reorder the columns in the List View mode of the Work View?

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.

4 months ago

Nathan HodgensRising Star

asked in Ask a Peer

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?

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

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?

2 years ago

JoyBeginner

asked in Ask a Peer

time billing

For those using Karbon billing, do you know why “Actual (time period)” is different from “Actual”. I found if I run a certain period, it’s not the same. It seem “Actual” capturing all the time in the work item since work item has been created but “Actual (time period)” only revelant the period you run for?

2 years ago

Trey FulmerRising Star

asked in Ask a Peer

Timesheets via API

Anyone using the Karbon API to pull timesheets into another platform for billing? The limitations around expanding only 2 records seems very troublesome to pull all time in a month/quarter.

2 years ago

leeseinmtRising Star

asked in Ask a Peer

How to Create a Task and Add it to My Week

Its not unusual for me to have some micro task I need to look into this week, but it isn’t directly associated with a piece of work or an email that I can then have in My Week.I have created a To Do item assigned to myself with a for tomorrow, due end of week, but there’s no option to add it to My Week from that spot. I have to go to my To Dos, look for it, and THEn assign it to My Week.Anyone have a workaround that isn’t quite so labor intensive? Am I missing functionality somewhere?

2 years ago

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