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For Contact Sync I have the following products that I would like to all sync. I can use Zapier if needed, but I doubt that is the case. I believe the order for connecting the products to avoid duplicates etc. is:Connect Lacerte Tax (I use IPM) Connect QBO (just QBO not time) Connect Ignition Stay away from Google Contact Sync unless that is just doable for the My Contacts section.Just setting up now, so want to think twice and sync once:) ~Tom
I am leaving notes like this for my Accounting Supervisor but when she goes to the task its not open like this it’s closed. Is there a better way to leave notes in the monthly task where it shows when you open the monthly task?
While I see that clients can choose to login to the portal and see all requests. I have several clients who want to see items in a folder structure. For example, they login and they can click on 2021, see the tasks that were performed and also just files (without having to drill down on requests). So, let's say I send the client a draft 1040 as a client task asking them to review. My clients would like to see the tax returns by year when they are in the portal. 2019, 2020 etc. I know this is much more like a ShareFile structure, but i gotta give the people what they want:)
We have a person contact for their personal tax stuff.We also have an org already in our system owned by someone else.That personal contact buys the org.How do we now associate the existing personal contact with the existing org contact?Follow up question, and really at the heart of the matter, how does one create a Zapier task to create both a personal contact and an org contact at the same time and have them be associated with one another?
I sometimes have clients emailing me attaching my staff on items I do not want them to be aware of. Or colleague will comment me on something and then they see my conversation with a client and I am unable to remove them from seeing the timeline. It would be helpful to be able to remove people from timeline without necessarily creating a separate new email. Is this possible?
CPA.com have announced the finalists for their 2022 Innovative Practitioner Award, and it’s fantastic to see to Community members @Gary Wood and @joshlance (as well as fellow Karbon customer Steve Chaney) making the shortlist. Congratulations Gary, Josh and Steve! It’s great to see this recognition for the work you’re doing to help to drive the profession forward. View all of the finalists here, and support the Karbon community by voting for Gary, Josh or Steve!https://www.cpa.com/innovative-practitioner
How do you deal with Triage not showing whether or not someone has said something in a meeting response to you?
If you send a meeting invitation from Outlook to someone else using Outlook and they respond: Accept, Decline, Tentative and edit their response to add a message to their response, Triage doesn’t show the message, only their response.How do you deal with this?Do you open Outlook to check every meeting response before clearing it?Do you clear it without checking Outlook because you don’t care whether or not they added a message?Did you not know about this?
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?
By the chance of the implementation of connection of Karbon to our DMS-sharepoint, I am re-thinking our folder structure. Due to we are full service provider, there are too many level of folders and I cannot think of a way to avoid that, below is a typical folder structure and level we currently have:First level folder: client name2nd level: service type (ie, bookkeeping, financial report, income tax return, ad-hoc advice, etc3rd level: no.of financial year ,ie FY2022, FY2023, etc.4the level: if the work is monthly, there will be month no., e.g., July, August and so on and so forth5th level: nature of document, ie, workpaper, client PBC, review documents etc. What I am thinking specifically:Anyway to avoid using the folder, but we can still file the documents in an organized way and can search and find files very quickly when needed. I thought of Metadata, however, don’t know exactly how that is implemented If still using folder structure, is there any other better structure, like t
As it currently stands, in the monthly Karbon work, I can select a specific date that my weekly tasks are due each month, but there is no choice to prompt our due dates to land on a certain day of the week each month. I’d like to be able to select a due date that would be something like, “Due on the second Tuesday of each month.” Because we currently don’t have this type of selection, I’m having to go into my new monthly work each month to reorganize the due dates. I’d love to see a change here. Is this in the works?
How are your team recording their TOIL of their Karbon timesheets? I need to devise a system for staff to record their time off in lieu. A system we came up with in our last time recording software was to record negative time to a code. For example, if someone worked one extra hour in a day they log all time that day to a client/work item as usual then they would log ‘-1’ hour to the TOIL code, then, when they wanted to take the time off they would log it to the same code and they could run their own report against this code to track. We can’t log negative time in Karbon, so I’m wondering what others do? The best I can come up with is for everyone to keep a TOIL note at the bottom of their timesheets each week (e.g. brought forward hours +/- this weeks hours) but it’s a bit of a faff ! Do you have or have you seen any better solutions? Many thanksEmily
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
I’m racking my brains trying to work out how to make these work with our clients. They are not working as well as I'd hoped because:1) Client gets overwhelmed with a large volume of emails saying tasks have been updated but they can't see which one without opening all. We had a more effective process before using Trello.2) Can't copy multiple people in on the list. Can't share a list. Pain in the bum to duplicate a list. And of course, that risks two people actioning the same task. Clients expect to be copied into tasks I am setting their team members to action to make sure that I'm progressing their job. most of our clients are quite large so in 70%+ of our clients the ToDo list would go to muliple people - Co-Directors or A Manager and the Team Member. Client Tasks is THE main reason why I signed up to Karbon but they are just not working for me.Wondering how more experienced Karbonites are using this feature!
Hi guys, I am fairly new to Karbon.Just wondering how everyone is managing client according to their needs and types of services provided. For instance, if want to quickly find clients who are individuals with business schedules to assign them specificly tailored templates for tax work, or if you want to pick ones you are doing BAS’s for.In our tax lodgment software, we have ability to assign Extra fields and then do reports based on certain parameters. Wondering if something similar exists in Karbon.I notices, you can add “Services” to clients in their details section but it doesn’t seem to do anything. Kind regards,Elena
We are finally beginning the process of integrating client tasks into some of our work. When we run tests, I can see that the client will have view of our internal work labeling when they go to check off their tasks. Our work labeling is not short nor sweet and I’d rather not field client questions asking what the work title means since we use shorthand to distinguish between work/department/timing, etc. I’d also love to not have to change our existing Karbon work labeling structure just to add client tasks to our toolbox. Has anyone found any workarounds? Cheers,Emily
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