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763 Discussions
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763 Discussions

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Nicole TestaBeginner

asked in Ask a Peer

JanaRising Star

asked in Ask a Peer

Text messaging in Karbon

Does anyone have a solution to add text messaging into Karbon? We would like to see client texts sent to our phones come into the triage just like email and be able to respond via Karbon.

23 days ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

When I add an email address to a Contact it turns off sharing for me only

All of my colleagues and I have email sharing turned on.If I add a second email address to a Contact, it automatically turns on sharing for that email address, for all of my colleagues, but not me.If I try and manually turn on email sharing for that email address, it doesn’t work (e.g. I refresh and it shows me as not sharing).Anybody else had that happen?

23 days ago

ARTBeginner

asked in Ask a Peer

Timelines & Tagging

I am incredibly confused with how correspondence is saved to timelines. My understanding is that if an e-mail is received from a certain client (e.g. a corporate entity) it will only be automatically saved to the timeline if it is from the primary contact. There are other people that I send e-mails to in the organisation and I would have thought that their correspondence should be automatically saved to the organisation timeline, if I set them up as a contact? Apparently this is not the case and Karbon is designed like this on purpose but I don’t understand why? Therefore, it becomes a manual process to remember to save e-mails to timelines which is likely to lead to things being missed. Perhaps, I am missing something?Also, in addition, if you are looking at an entity timeline, is there a way to filter out the correspondence from a certain department that you don’t want to see?

23 days ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Exploring the Integration of AI in Accounting: Let's Discuss! 🤖📊

Hello fellow Karbonites,With the rapid advancements in artificial intelligence (AI), I feel like our industry is on the verge of something incredible… like we have discovered the wheel but can’t quite figure out how to use it.I'm considering hosting a video call on Microsoft Teams to discuss the challenges and opportunities of integrating AI into accounting practices. The session aims to:Provide an introduction to the potential of AI in accounting. Discuss the challenges we face in harnessing this technology. Share real-world examples and insights. Offer resources for further exploration.If you have experience or if you know someone who would be a great guest speaker, let me know. I’d love to have time set aside for a few specific examples/demonstrations.Would anyone be interested in joining such a discussion? If yes, please comment below or send me a direct message. Also, if you have specific topics or questions you'd like to be addressed, feel free to share.

23 days ago

Ellen LeadbetterBeginner

asked in Ask a Peer

Updating Tasks in Template - flow on to reoccuring jobs.

Hi All!When setting up templates & tasks with reoccurring jobs, if you update the tasks within the template does it update the reoccurring jobs? I thought I saw that if the tasks weren’t yet assigned within the job and you updated the template, the new tasks would flow through. Looking forward to hearing from the community.

23 days ago

Jessie JohnsonBeginner

asked in Ask a Peer

Multiple email addresses in one account

I’m wondering when we will be able to have multiple email address to use in Karbon? My company has two divisions and we each have two email addresses. I know Karbon has talked about being able to manage several email boxes within one login, and I’m wondering when that is likely to happen? Thanks!

24 days ago

AntoniyaB.Superstar

asked in Ask a Peer

When I reassign recurring work to another person, their tasks need to be reassigned separately

Hi everyone, I’ve come across this a few times now and wondered if anyone has a better solution. When a recurring work is being reassigned to another person (from the Repeats Settings), the tasks in the repeating work still remain with the previous account manager, how can I make sure it gets updated on both places without having to open all work and scroll down through the tasks and reassign?

25 days ago

FischbooksRising Star

asked in Ask a Peer

Rethinking Recurring Bookkeeping Work

We started with Karbon last year and are trying hard to make it the most efficient we can. One area I’m seriously rethinking is not having a separate work type for each month of bookkeeping. The challenge here is that when we have recurring months and clients have to upload their statements, we’ll go a few months getting none, then they’ll do a bunch at once which means the documents are tagged to the wrong work item. If we had all bookkeeping in one work item but each month as a task then even if they do catch up with their items, they’ll all go into one documents area. Has anyone tried this? Can you think of any drawbacks?

25 days ago

Victoria KohlhagenBeginner

asked in Ask a Peer

Client Group timelines

Is there an easy way to search a client group timeline for an email? I know I can do a general search of all of Karbon items, but is there a way to search in just the clients related to a single client group? Do we need to add all the correspondence to the client group timeline? Eg if I wrote to one of the Smiths about super but can’t remember who, I don’t want to have to search through every timeline for A Smith, B Smith, C Smith, etc, and searching for “super” in all Karbon items returns too many results.

25 days ago

Yi LiBeginner

asked in Ask a Peer

Contact was deleted

Dear Karbon team, We have a contact called Pazel Super in the system, however, it was deleted on 14 Aug 2023 with no reason -Would you be so kind as to look at this issue please?Thank you kindly.Yours faithfully, Yi Li

26 days ago

Shaun FarrugiaBeginner

asked in Ask a Peer

Short 'To-Do' items not connected with any work.

Hi all,This might be a really basic question, with a really obvious answer.. but here it goes.I’m wanting allocate basic to do items to team members, for internal admin tasks etc.e..g Call bank to change our address etcIs there a simple way to do this without creating dummy jobs or other work arounds?

26 days ago

Nicole GordonBeginner

asked in Ask a Peer

Automated emails

Hi, I am loving the email task which we have put in place of a lot of client requests. My question is, can we have this automated rather than going into the task and creating draft then send?

27 days ago

ECJ TAXBeginner

asked in Ask a Peer

Weekly Production Reports or Scheduling

My firm would like to create a weekly production schedule that will be broken down to dates and clients in karbon or excel any ideas ?

1 month ago

lbernsteinRising Star

asked in Ask a Peer

deactivate a client/contact

Is there a way to deactivate a client or contact when they are no longer a client? Ideally this would remove them as a choice from tagging emails to work items, maybe even exclude from search unless “show inactive” was selected.i do not want to delete the client or contact record because i want to keep the history.

1 month ago

Hailey WilburBeginner

asked in Ask a Peer

Work item with time entries not showing in unbilled with other work items

For a client one of their work items is not showing up with the rest of their work as unbilled. It has not previously been billed either and it’s fee type is “time and materials.”

1 month ago

Curt MastioBeginner

asked in Ask a Peer

Project Manager Role/Job Description?

Hey All -- hoping to solicit some feedback from the group from folks who have someone at their firm in a “project management” type role.In an ideal world, I would want someone to be the owner of all things Karbon and fill a project management / account management role to augment our client services team. For those of you who have someone in that role in a dedicated capacity, how do you define their day to day responsibilities? I have a general sense of what it might look like (see below) but for awhile now I have struggled with how to properly articulate the job description. A sample list of the representative responsibilities would be things like:Assigning workload / capacity management of team members’ work Monitoring and ensuring delivery of client deadlines Scheduling / planning new client work Oversight of Karbon hygiene (making sure due dates are set appropriately, statuses are being used appropriately, etc.)We are a team of 20+ and have used Karbon for a few years now. Up unt

1 month ago

CateRising Star

asked in Ask a Peer

Is it possible to have the "All Work" for clients keep my choice as a default view?

I’d like to keep “All Work” checked without having to toggle every time. Is there a way to make it the default view?

1 month ago

Sophie HeveyBeginner

asked in Ask a Peer

Client group billing

Is it possible to bill a Client group? one of our clients normally has all organizations billed under the one entity, is this possible in Karbon?

1 month ago

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