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756 Discussions
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756 Discussions

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LusamaiBeginner

asked in Ask a Peer

If a Client gets rid of an email address, how to not have old email auto-populate?

If a client gets rid of an old e-mail account, how can we make sure we are not ever having the e-mail auto populate with the old information, even though we have taken it out of the contact card?

1 year ago

Aaron GilmoreBeginner

asked in Ask a Peer

Company Authentication Code

Is it possible to add an additional box in the contqct details to sav ethe company authentication code ?

1 year ago

Barbora StranakovaBeginner

asked in Ask a Peer

Filter by role

I was wondering if there is a way how to filter work items by roles, for example bookkeeper? I would like to have same view as when you filter all work by client manager role (which means you get work items assigned to CM and work items not currently assigned to CM).Is this possible?Thanks.

1 year ago

nicolemBeginner

asked in Ask a Peer

CRT click on work

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!

1 year ago

Reino BarkemaRising Star

asked in Ask a Peer

Down Time / Slowdown

Hi All, is it just me or is Karbon quite slow on some days?

1 year ago

Nicole DugginsBeginner

posted in Ask a Peer

Automation of Sending Client Tasks

I have not been able to find a way to successfully do this yet - any tips and tricks are appreciated! I would like to send our checklist one task section at a time so as not to overwhelm clients. Has anyone encountered how to automate sending the next section to the client once the preceding section is complete? Thank you!

1 year ago

Johann GoreeRising Star

asked in Ask a Peer

New features and how to videos

I love the development we are seeing in Karbon, its brilliant but i have a slight irritation. The time difference between being told a feature is live and the planned webinar on how to use it. Prime example is last night OneDrive went live, brilliant!! Been waiting on this and very pleased it’s here. when’s the webinar explaining it and how to use it? A WEEK later! Thats so irritating! Am i being unreasonable or do others which the resources were available on the day of release so that those of us eager and waiting can setup and implement immediately?

1 year ago

Stephanie GuthrieBeginner

asked in Ask a Peer

Finding a specific workflow

I am trying to add an email from a client to a specific workflow, but when I click on the three dots and hit add to work Karbon only provides suggested workflows. I noticed these workflows are previous work items that I worked on. When I tried to search for the specific work item I had zero luck. My work around was to go to the workflow I wanted to add the email to, that way it was in my most recent, then add to work under suggestions. I feel that going to the work just so it’s in my recent definitely wastes a lot of time. It would be helpful to be able to search any work/client with Karbon. Just to add… Karbon does let me search work/clients but only finds a handful.

1 year ago

AndrewBeginner

asked in Ask a Peer

Changing a client email for client tasks

Hi all, I’ve created a job for a client and emailed the client tasks. The problem is that I discovered that the client email has changed. So I updated the client email against the client record and then realised I couldn’t see a way of changing the client details attached to the job to get the checklist resent to the new email. Sending a reminder only sends the list back to the original email regardless of the change to the client. Am I missing something? Is there some way of updating the email - I’ve had to delete the job, create a new job, and then send again to the correct address.

1 year ago

Mel FordRising Star

posted in Ask a Peer

What scheduling system do you recommend?

What scheduling software do you guys use to set up recurring monthly or quarterly meetings with clients? Is there a good option out there for accounting firms, or any business that has regular client meetings at the same time every month? (or is that just us?) We’ve been using Acuity/Squarespace but don’t like a lot of the functionality. We were looking into switching to Calendly but they don’t have seamless recurring meeting functions.We’ve previously used Google calendar and liked their recurring function so now that they have an Appointment booking function we were going to switch back to that. Since we currently use Google Workspace for many other things, switching back to them makes sense pricing wise, but they don’t have the ability to let clients reschedule their own meetings using the booking page as needed if you set them up manually as recurring events. At least, not that we can tell…(we’re testing it). Now, we’re on the hunt for a good recurring booking scheduler, and we nee

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

Repeat Preview seems to be missing

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?

1 year ago

Susan VigilRising Star

asked in Ask a Peer

Work in My Week with Reassigned Tasks, but They Aren't

So I have work in My Week that has tasks that will be assigned to me when the automator triggers. But in My Week, it says “All Your Tasks Have Been Reassigned”. I go to the Work and I am still the designated assignee in the automator. Also, my role with that client has not changed.Can anyone help me fix this so I am not tempted to click on that “Move to Done”. Thank you.

1 year ago

AmandaUBeginner

asked in Ask a Peer

Sharing a checklist

We are about to handover bookkeeping tasks to a client and we’re wondering if it’s possible to share the checklists that we’ve created with the client?

1 year ago

Elena BytchRising Star

asked in Ask a Peer

Sending automated client request to Outbox

Hi, is there a way to make automatically generated client task emails stay in Outbox before they are sent to clients?E.g., if I want to review the emails before sending or if need to attach files. Kind regards,Elena

1 year ago

blueprintbrianRising Star

asked in Ask a Peer

Karbon Email Insights - what is your "Email Added to Contacts" percent?

I’d be curious to know what others “Email Added to Contact” percent is within the Karbon Email Insights feature. I just turned it on to trial it and see how it works was shown this stat. I feel like it’s really low… I showed you mine… now you show me yours 😂

1 year ago

blueprintbrianRising Star

asked in Ask a Peer

Client task but only with email

I’ve got an idea where when a work item hits a certain stage, such as:Books closed each month; Tax return in for review; Tax return ready for signature; etc.That an email automatically sends to the client.Currently for our month-end close work item, I’ve got a client task as the last section so that the bookkeeper can send an email to the client saying their books are now closed. On top of this, even if it’s not possible to automatically send this when the last internal task is completed, it would be awesome to send the notification but without an actual client task. More like an email being sent but associated with a specific work item. That way the client doesn’t need to login and mark off the task. I was looking through the API documentation to see if there’s a way to send an email but it doesn’t look like it. That might’ve worked because the email would be associated with the work item it’s being sent about to notify the client of a change in the work item status that they may wa

1 year ago

Brian DavisRising Star

asked in Ask a Peer

how do you you see replies?

I posted a question about half an hour ago. Now it is flagged as having two replies (see image). Where are those replies?

1 year ago

Rowena Vincent-NordinBeginner

asked in Ask a Peer

Change work type on a work Item

I am new to Karbon and cant find how to change the work type on a work item that has already been created with the wrong work item. Does anyone have a way to do this?

1 year ago

Adam KusnierekBeginner

asked in Ask a Peer

Bookkeeping Pricing

Hi Everyone. A quick question regarding bookkeeping pricing. We are finding our current method inefficient, in terms of 1, actually calculating what the fee should be, and 2, trying to ensure the price is a true reflection of the work undertaken. We use GoProposal, and our fees are set up using the following line items:Invoice processing fee - Fee based on no. of invoices processed.Bank rec fee - A fee for reconciling the bank rec each month.VAT return fee - A fee for producing and submitting the return. Could anyone share how they price these services and any tips you have found when pricing bookkeeping?Thanks in advance.

1 year ago

Renee AllanBeginner

asked in Ask a Peer

My Week - to plan

Why does the work sit in ‘to Plan’ when it is complete. Why doesn’t it automatically ‘move to done’ or can you do a bulk move?

1 year ago

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