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question for you Karbon and Sureprep users: sometimes clients will send me an email with information for their tax return. Currently i drag and drop that email into the Sureprep binder. With Karbon, i seem to have lost that ability to easily add the email to a Sureprep binder. I’m wondering if anyone has a way to handle things like this.
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?
Two current issues with Notes and My Week:When creating a Note, there is no way to add it to My Week. In My Week, the three dot menu button for an inactive Note gives a dropdown menu to move it in My Week; however, when you make a note active by clicking on it, that same exact three dot menu button gives the Add/Assign/Rename/Delete dropdown menu. It seems in My Week, those two menus should be merged, so that the menu options to move an item in My Week are also in the Add/Assign/Rename/Delete dropdown menu.
i sent a client task to someone with some questions. They entered a comment on the client task. How do i now get that information out of Karbon and into my workpapers? I need those notes printed out but i don’t see anyway to print that like i might print an email.
How do we make our default work status "Planned" rather than Ready to Start? In Automaters I have set a new task status to Planned when created, and have turned off the automator that changes work from Planned to In Progress when it reaches its start date. But new created jobs just start as Ready to Start.
Typically when I crt click on a link it opens the link in a new tab. This is true for every link on the internet. However when I try to do that on the name of a work, I get a pop-up with the job info. How do I stop this from happening so I can open it in a new tab? It’s really interfering with my workflow to not be able to do this and getting this pop-up instead. Thanks!
Hi everyoneI wanted to ask how others handle re-assigning Works please.We are changing our workflow so that the Work reassigns using automators once someone completes their section.(based on valued advice from the Community :-)However, if the last person the work is assigned to is say me and it stays that way once the work is complete, then will the next repeat also be assigned to me, rather than to the first person in the cycle?Do we need to put in an automator at the beginning of the Work to ensure it is assigned to the right person? Or to do that at the end of the previous Work so that the repeat picks up the right person to start the Work?Would appreciate your thoughts.Thanks!Rob
We have work that we want to discuss in our team meetings. However, finding a way to create a list in ‘work’ filters is difficult. We did add a status of “staff meetings’ to work that we wanted to discuss BUT of course, that is messy. What do you do to create a filtered view of work as an agenda of sorts for meetings?
Has anyone else noticed that the repeat preview section no longer shows a preview of the repeating name when adding a placeholder to a work naming convention?Previously, I would see the name of the repeating work item in the repeat preview area when I added a placeholder. If it wasn’t what I wanted, I could adjust it before I create the repeat. Now, this area remains blank and I have to create the repeat, look at the item’s name to see if it was what I wanted and if not edit to change the placeholder.Anyone else seeing this issue?
I’m currently exporting out the contact the list for the organizations. The export does not include all of the “contact detail” included in the organization’s detail tab.Unless I’m missing something all of the other contact information (ie address) exports. The only field not exporting is the email. Is anyone able to export emails for the organization contact only. thank you
When i open an email it seems to open with the oldest email in the thread first. Is there any way to change that? I tried to assign an email to an associate that was the result of three emails back and forth to get the current address. I wanted to assign that last email to the associate to update the address in our tax software. But instead my associate got the full chain and has no idea what i was asking her to do. The address itself is buried way down in the bottom of the thread.
We ran into an issue with a client task on year 2 of a repeat workflow. The client email was sent out last year and we see it in the comment history from last year. This year, some but not all of the emails did not go out because the client contact email was missing. I’m trying to understand how the contact email can be dropped from one year to the next. I can understand human error but this was more then just a few.
We have a married client who got divorced. We originally set them up individually in Karbon and then associated them with an organization, i.e., individually: James Smith Jane Smith Organization: Smith, James and Jane. The work was associated with the organization for the couple.Now that they are divorced we will still complete their individual returns. I made the organization inactive and removed it from the individual records. However, when I look up Jane Smith the organization still appears in parentheses next to her name. I thought that removing the association in her individual record would eliminate it so I was surprised to see it.Any ideas on how to remove this association, assuming it can be removed?
Does anyone know if there is a way to export the Colleague Utilization information such that time is exported in hours, like how it is visible in Karbon? When we export, all the time is in minutes… And my brain doesn’t work in minutes past 90 minutes - lol. vs exported:
A client sends an email which requires an action to both me and a work colleague.I save the email into task.I action the work required.In comments (blue section) I write “ Email has been actioned” so that I can look quickly at all emails within that task to see if they have been dealt with.The problem we have is that when I write a comment because the original email included a colleague she also gets a message showing my comments. How do I write internal comments which everyone can see but don’t have to be notified of. My colleague is complaining that her triage is being filled up with my one line comments.
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