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902 Discussions
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902 Discussions

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KamleshBeginner

asked in Ask a Peer

Export Client Details

Hi Everyone, Does any one know how to export certain information of each client?I need to prepare a report of clients with their email and telephone number.

1 year ago

Kiersten BacociniBeginner

asked in Ask a Peer

INACTIVE

How do I make a client inactive if they don’t have any work? Because it just gives me the option to just delete but I don’t want to delete them.

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

Power BI Resources

I have recently been assigned to start working with Power Bi for our firm to pull reports. Does anyone have any great training videos or articles to share? Thanks!

1 year ago

AngelDBeginner

asked in Ask a Peer

Rob LileRising Star

asked in Ask a Peer

Reassigning Work throughout the work cycle

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

1 year ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Upload documents when creating a note via API?

I use an Apple Shortcut to create notes in Karbon from an icon on my phone’s home screen, but it would be nice to be able to snap a photo at the client site and attach it to the note from my phone while I’m there.I could accomplish this by uploading the photo to the client’s file in OneDrive, snagging the link, and then passing it as input to the shortcut, but I would like to do something simpler and reliable for the people receiving and acting on the note in Triage.https://developers.karbonhq.com/api#operation/Notes_PostIn the documents I see that we can create HTML notes only. Am I understanding that properly?CC: @StuartK

1 year ago

crow33Beginner

asked in Ask a Peer

Task assigned to someone else

Hello I’m looking for a best practice clearing my triage. Tasks that are part of a recurring work and assigned to a colleague will come to me for questions. I can’t assign it to myself, nor add to my week and end up keeping these questions in my triage until I can address them. Is there a better way to handle this situation?

1 year ago

Cynthia VinczeRising Star

asked in Ask a Peer

Finding Unassigned Tasks in Work

Hey Karbon Family!Is there an easy way to find Unassigned tasks in work? When setting up some tasks/repeating I chose “assign later”. Where can I find these to correct them? I realize now this was an error...oops!Thanks, Cynthia

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

How do I get a copy of this video to my clients?

There is a video I would like to send to a client about the new portal access. It says you can send a copy, but how do you get a link to send it? Is it just the help article link? Can they access it without being a community member?https://help.karbonhq.com/en/articles/6403578-client-portal-how-to-guide

1 year ago

Tom KneelandRising Star

posted in Ask a Peer

iPM sync

I was told today by my Intuit representative that IPM sync with Lacerte is flawed and as such will no longer be sold. Not sure what that means. Karbon HQ please build your own sync or help Intuit fix the issue. Without the suns the value proposition is much lower. thanks? Tom

1 year ago

crow33Beginner

asked in Ask a Peer

Recon Approvals

What is the best practice to manage balance sheet recon work? Process; Balance Sheet Recon is prepared by Staff, approved by a Manager -- both in house. Is this 1 task in the work that is assigned to the staff member, then reassigns to the manager and update the status to awaiting approval?Or two tasks so the staff member can mark each recon complete & the manager has to monitor the work to know what is ready to review?

1 year ago

Gillian KirkmanRising Star

asked in Ask a Peer

Annual repeating jobs showing already despite create work date no until Feb 2023

Hi allProbably user error but, as we work through our 2022 annual accounts jobs I am setting them up as a recurring annual job, all repeating in May 2022, and the Create Work date is 3 months before it starts. The reasoning being 1st February next year we can spend some time planning for when to schedule these jobs in and then move the due dates as appropriate. The problem is. as we have finished the 2022 jobs, I have a heap that have already gone and created themsevles. I can go into those jobs, look at the repeat, it def says starts 1 May, create work 3 months before it starts, create tasks 1 day before it starts, yet there are all these 2023 jobs on our annuals list. So frustrating. I know I could set the filter to try and exclude jobs starting after 1st February 2023 but my question is why are the jobs creating now and ignoring the instructions?

1 year ago

Pedro NoyolaBeginner

asked in Ask a Peer

Can you change the repeating cadence?

I’d like to change the repeating status of Work that has been assigned to a Client. How do I do that?

1 year ago

Karen JepsenBeginner

asked in Ask a Peer

Tracking client expenses

I am trying to work out the best way to track ongoing client expenses - For example Yearly Xero subscriptions Has anyone come up with a way to do this Karbon?

1 year ago

davideignerRising Star

asked in Ask a Peer

Contact Update Details Through The Webhook

When getting a webhook that a Contact/Organization/Group was updated, is there a way to see what exactly was updated? Which field?

1 year ago

Alex SmithBeginner

asked in Ask a Peer

Sending payslips to employees

I need to send pay slips to both the admin of an organization each month, and individually to each employee. We send pay slips as attachments to client requests. Please can someone tell me - do I create the contact for each employee as part of the organization create the employees as individuals, not connected to the organisation?I don’t want the employees to be able to access the clients account.

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Philly-area Karbon Users Get-together -- would anyone join?

I’m in the Philidelphia, Pennsylvania, USA area for a while and I was wondering if anyone else was nearby. Maybe we could get a little happy hour or something going.Is anyone nearby and interested in enjoying some good food and drink, and meeting each other in-person?

1 year ago

Randi RoseBeginner

asked in Ask a Peer

How do we get notes from a work item to show up on the main timeline?

How do we get notes from a work item to show up on the main timeline? When we add notes to a work item for a client, it does not seem to transfer to the client’s main timeline.Am I missing something?

1 year ago

Ciara Danofrata ABBBeginner

asked in Ask a Peer

Time and Budget - Expenses on a Repeating Work Item

Hi, I am not sure if it is already implemented but is there a way to have the “Expenses” coded on a repeating work (Time and Budget section) be automatically coded on the next set of work just like the budgets? If not, is it possible in the future to have this feature?

1 year ago

Debbie TheobaldBeginner

asked in Ask a Peer

My Client Wants to Access their Responses to Client Tasks

My client wants to be able to view his client task which relates to payroll and timesheets/hours. He provides us in the comments the hours his staff has worked but wants to be able to go back and view his response.Once the Work Item has been completed, does this mean that he can’t access that anymore?I have created a test Work Item with Acme Corporation and noticed that when I communicate, the client doesn’t receive a new email with any additional comments. Is this the norm?

1 year ago

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

1 year ago

Benjamin QuickmireBeginner

asked in Ask a Peer

Sureprep Workflow Templates

We are adding Sureprep as a tool for this tax season. I was wondering if anyone has/or would like to share a workflow template which incorporates using Sureprep.

1 year ago

Gina HamiltonRising Star

asked in Ask a Peer

Onboarding Template for Gusto Clients

Hi there! I’m new to using Karbon, and I’m also a new business owner. I only offer payroll services through Gusto, and I am wondering if anyone has any advice on best practices for a client onboarding template related to onboarding a Gusto client? The onboarding template in Karbon’s library didn’t really apply. Any help or suggestions would be greatly appreciated!Thank you!

1 year ago

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