Ask a Peer

Connect with other Karbon users and industry professionals

  • 750 Discussions
  • 3,203 Replies

750 Discussions

T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

IPM Contact/Organization Sync Steps for Tech Stack

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 

2
W
Karbon Team
1 year ago
Cynthia Vincze
Rising Star
Cynthia VinczeRising Star
asked in Ask a Peer

Access to the Template (In-house &) Library

Karbon Community Team!I’m trying to grant access to my employee so that he can help me work on templates. I had no idea that he did not have access! I went into Settings > Profile > Permissions.As a standard user, I would have expected him to have access to Work > Templates…. with the goal of helping me create and improve my templates. Do I really need to make him an admin user to achieve this?@max 

2
Rebecca Williams
Sr. Karbon Community Guide
5 months ago
Ben Zachary
Beginner
Ben ZacharyBeginner
asked in Ask a Peer

Is anyone using VXT Phone Service and their new Karbon integration?

We are looking at switching our VOIP service provider and had a demo with VXT. Is anyone currently utilizing VXT and the new Karbon integration that would be willing to share their experience with it?

5
Cindy Hart
Rising Star
3 months ago
Imbi Finlayson
Rising Star
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?

4
Danielle Clark
Rising Star
1 year ago
L
Beginner
Lenard ColeBeginner
asked in Ask a Peer

Client Portal

I have a couple questions regarding the client portalIs there a way to have old documents that I upload show for the client? Is there a way for clients to upload documents without a task assigned? Is there a way to have a generic upload box so I can include it in my email footer for people to upload documents?

3
SamG
Sr. Karbon Community Guide
27 days ago
L
Beginner
Linda SkrlaBeginner
asked in Ask a Peer

Is anyone else experiencing any lag when using the search tool?

I am not sure if this is widespread or just our environment. But as of this week, I have experienced a lag with the search tool in Karbon CRM. As simple task to search a client contact for example.  Anyone else experiencing this too? 

9
DianeK
Sr. Community Champion
4 months ago
N
Beginner
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!

3
max
Sr. Karbon Community Guide
1 year ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Ask a Peer

Love Karbon? Want some exclusive swag and to be featured in our video? Read on!

Do you have a spare few minutes to help me out with something?We’re putting together a short video to use in a campaign that explains why accounting firms should choose Karbon as their practice management solution. The video will feature some of our most special customers talking about why they love Karbon.All you need to do is record a short 30-sec video on your computer or phone that answers one or all of the following questions in your own words:What do you love most about Karbon? How would you describe Karbon in one word? In what way has Karbon impacted your firm for the better?If you can record yourself and send the video this week, we’ll send you some exclusive Karbon swag to say thank you.I’ve added some more guidelines below. But if you have any questions, just let me know here or by emailing me: lachlan@karbonhq.com------Video filming guide:Either film via zoom or on your phone indoors or outdoors. If using Zoom or your computer, adjust your video for low light Don’t use any b

1
max
Sr. Karbon Community Guide
1 year ago
E
Beginner
Emily S.Beginner
asked in Ask a Peer

Why does the client task space display our internal Karbon work title?

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

2
Terri Warren
Superstar
1 year ago
Adam Kusnierek
Beginner
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.

3
Victoria Peters
Sr. Community Champion
1 year ago
Rebecca Williams
Sr. Karbon Community Guide
Rebecca WilliamsSr. Karbon Community Guide
asked in Ask a Peer

Expense processing - what tools do you love ❤️ (and which should we avoid)?

We currently use Dext and have been for quite some time but we’re becoming more and more frustrated by the simple things it can’t do and lack of product development. Thought I’d crowd-source from the community what other options are out there!We’ve used HubDoc previously, and unfortunately there are many frustrating limitations with that as well (and also lack of product development) so that’s off the table for us as an option.A couple of others I’ve come across and will look at testing are Veryfi and AutoEntry by Sage. We’ve also been told the QBO receipt capture tool is being improved. I don’t believe it’s near what we would need at this stage, but if you currently use it I’d love to hear from you too!

8
Jonathan Gibson
Rising Star
5 months ago
MikeLiang
Superstar
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

4
SamG
Sr. Karbon Community Guide
1 year ago
Chris Hervochon
Beginner
Chris HervochonBeginner
asked in Ask a Peer

Tasks in Blank Work Item via API

We are building out some automation in our firm with Python and the Karbon API and we are a bit stuck… We are creating blank Work items, ideally without using a template, and want to add a variable number of tasks to that Work item. However, it’s not readily apparent in the API documentation how to add a task under a Work item. Does anybody have any experience with this that can point me in the right direction? Or, is this simply a case where we need to accomplish this by calling Work templates and molding our automation to fit what we can accomplish with tickets? Thanks!

2
Chris Hervochon
Beginner
10 months ago
J
Rising Star
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?

4
Kim Clemmer
Community Champion
1 year ago
T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

Tasks Organization

I’m having a difficult time using Tasks or My Week to organize and have clarity on tasks. Especially random to dos such as phone calls etc. Asana, Todoist, are great but this. Anyone have a good Karbon hack for this?

3
Kim Clemmer
Community Champion
4 months ago
L
Rising Star
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?? 

4
Terri Warren
Superstar
1 year ago
Fischbooks
Rising Star
FischbooksRising Star
asked in Ask a Peer

Use Karbon with single client email

We’d like to create more of a true triage/helpdesk style client service with Karbon. Have any of you done this? We want clients to email a single email, have emails sent from a single email but with signatures of each user and the ability to assign tasks to each user. Is this possible?

5
Fischbooks
Rising Star
1 month ago
Joe Carufe
Karbon Team
Joe CarufeKarbon Team
posted in Ask a Peer

Opportunity: Part-time/flexible Contract work onboarding new Karbon firms

Hey Karbon Community!Joe Carufe here with the Professional Services team.  Karbon is looking for contract Karbon Experts with deep knowledge and experience using Karbon to partner with customers on their change management journey and teach them how to build processes in Karbon to optimize their firm’s efficiency. If the below sounds like something you’d be excited about then shoot me an email (joe@karbonhq.com) and we can have a chat.  As a Karbon Expert, you will... Facilitate overview sessions of our customer’s Karbon setup and revise and/or update settings to best suit their needs Lead training utilizing the “See one, Do one, Teach one” method where you will show the client how to build a template in Karbon, guide and instruct the client on how to build one themselves, and ultimately help the client reach the point where they can teach others in their firms to do the same Maintain knowledge of and share best practices with our end users About You Deep knowledge and experience us

3
DianeK
Sr. Community Champion
1 year ago
AccountedForYou
Beginner
AccountedForYouBeginner
asked in Ask a Peer

Sending task to client - email search

Hey Karbon team & community When sending client tasks out, you used to be able to search by the organisation name and it would bring up all the emails from contacts associated. It no longer does this.So now my staff have to look up, who is the contact for that organisation, go back and send the task.Is there a better way to do this or is that being brought back to the search function in a future release.Thanks very much.

2
AccountedForYou
Beginner
2 years ago
Rebecca Williams
Sr. Karbon Community Guide
Rebecca WilliamsSr. Karbon Community Guide
posted in Ask a Peer

Tools for streamlining client onboarding!

Hi team! We’re starting a project to review and streamline our client onboarding processes, so hoping to get some ideas of possible tools we could look at to support this! They would of course need to fit into our Karbon workflow 😃Some other context/questions:We use Ignition so looking at this integration is already on the list We only do bookkeeping/payroll - no YE taxes! What do you use to gather client details/data? What tools do you use to help review the quality of prior bookkeeping work and identifying what cleanup or catchup might be needed? How do you summarise/track/take meeting notes with new clients as you learn about them? Suggestions for creating/managing balance sheet working papers/reconciliation tools - e.g. prepaid schedules, fixed asset tracking etc. Understanding client’s current processes Clients mostly on QBO (or will be migrated to QBO), some XeroLooking for off the shelf tools - we don’t have anyone who could do fun API things!

3
LD7E
Superstar
2 months ago
C
Rising Star
CBC-OfficeRising Star
asked in Ask a Peer

Is it possible to keep an old users name on all past work, after name has been changed?

We use generic emails (office@ etc) which are used for our Users in Karbon. When an employee leaves, we will disconnect the user and related email. However, when we have a new employee start we will allocate them an email from a past employee. The user is then updated with the new employee’s name and details, using the existing email.This will then overwrite all of the past comments, work etc that had been allocated and completed by the past employee. Eg. “Jane” commented on 01/01/2021, will then change from “Jane” to the new name “David”. Is there a way to have the past name “Jane” remain on all the past work and comments, but all new work and comments be from “David”?

2
C
Rising Star
1 year ago
J
Beginner
JASBeginner
asked in Ask a Peer

Task not updating

We have a template in which we created (modified the 1040 template) a user (Invoicer) to be notified when invoices should be sent.  The Inovicer completes the task but the task is not being marked complete in the template. What are we missing in the setup?

5
max
Sr. Karbon Community Guide
1 year ago
M
Beginner
Melissa ReevesBeginner
asked in Ask a Peer

How to delete mass work projects

We had Karbon set up with reoccurring monthly work. But we did not start using Karbon yet. So we have a ton of past-due work projects that need to be deleted. How do you do that for mass work projects?

3
M
Beginner
6 months ago
Marni Garcia
Rising Star
Marni GarciaRising Star
asked in Ask a Peer

Filter My Week to a Daily or smaller multi day view

I am getting overwhelmed at the beginning of the week with Work and Emails that aren’t due until later in the week and they are creating noise that I have to filter through.  Is there a filter coming to help with the noise in  My Week?

3
DianeK
Sr. Community Champion
1 year ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

Setting a task to working on now

sometimes a client will call me to ask about the status of his return. I click on the magnifying glass to search for the work. then i open the work. I see which tasks have been marked off and where the project is - then i think i should put this at the top of the queue to finish off today. There doesn’t seem to be any way to mark a task to put it in My Week as “working on now” while i’m in the project.  Is that right? 

6
max
Sr. Karbon Community Guide
1 year ago

Badge winners

Show all badges
Terms & ConditionsCookie settings