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696 Discussions
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696 Discussions

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Imbi FinlaysonRising Star

asked in Ask a Peer

SmittyRising Star

asked in Ask a Peer

Emails with same subject in Triage

Occasionally we send out mass emails to groups of clients, using bcc functionality in Gmail. However, we’ve found that when clients respond, Karbon groups all of those responses together in a single message in Triage rather than separating them by client. They way that Triage handles these messages makes it confusing to see who is responding to the message and limits what you can do with the message after opening it. I’m curious if others have experienced this issue and how you work around it?

1 year ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Add multiple emails to same work item

Is there a way to add multiple emails to a work item at once?For example, when a client sends in 10 separate emails one after the other.

1 year ago

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??

1 year ago

Brian DavisRising Star

asked in Ask a Peer

Opening an email starts with oldest email in thread

When i open an email it seems to open with the oldest email in the thread first. Is there any way to change that? I tried to assign an email to an associate that was the result of three emails back and forth to get the current address. I wanted to assign that last email to the associate to update the address in our tax software. But instead my associate got the full chain and has no idea what i was asking her to do. The address itself is buried way down in the bottom of the thread.

1 year ago

Dee GRising Star

asked in Ask a Peer

Due Dates in Automators

I’m wondering how other firms work with due dates that change based on task completion.Currently, we only have the option in an automator to change the due date to x amount of days after the automator is triggered. Logically, it would only make sense to set a specific day.For example, a personal tax return has a due date of April 15. However, when the task “Extension” is done, the due date now changes to October 15. With the current setting, because I can only set the due date an amount of days later, it won’t give an accurate due date since I will be completing the task “Extension” on different days.Changing due dates for hundreds of work items manually is a real pain.Any ideas?

1 year ago

Dan YamamotoRising Star

asked in Ask a Peer

Used Template to set up a client but only the current month work is showing

When we were first setup with Karbon our karbon person set us up so that there would always be the next 3 monthly accounts task setup automatically 90 days out. I setup a new monthly task for a new client and the new clients does not seem to be setup with the 90 days of monthly tasks (next 3 months). Can someone tell me how to change the setting for that clients so it will do it automatically?

1 year ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Automating client tasks scheduling

I am changing a quarterly repeating work item to auto-send the client tasks on the 1st day of the month following the end of the quarter. When it asks me if I want to update ‘all instances’ to auto-send to client, what dates will that set up to auto-send on future instances?Will it be the 1st day of the month following the repeating period? It doesn’t specify and I can’t find the answer in the online guide.Thanks

1 year ago

Dan YamamotoRising Star

asked in Ask a Peer

Sent clients request

Sent client a task request link. Client said he added the files and sent it back. How do I know when I client sends the file and where do I look. I know I should know that by now but it was our first link request for files.Dan

1 year ago

Dan YamamotoRising Star

asked in Ask a Peer

Refresh My Work Screen

We just started with Karbon one of my accountants finished her Sales Tax report and I can see that it went to the supervisor for review but I just logged in and it must have been already updated. She still sees it assigned to her. Is there a refresh button or process she can perform so she knows that things are updated when she looks at her Work?

1 year ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Trouble with support

In general, Support has been excellent at Karbon and is one of the deciding factors that’s pushing us to make the switch, however I have run into a snag and I’m wondering if anyone has a way around this issue.I’ve contacted support about emails that come through Karbon without the attachment. The attachment is in Outlook, and when I forward the email to myself, the attachment comes through to Karbon, so something strange is stipping out the attachment that’s originally getting sent.I contacted support and got escalated to the engineers, one of which asked me several questions and asked for screenshots from outlook and Karbon, etc. I sent everything in and it was a week since I heard from her, so I sent a new message in the chat. It’s been another week with no reply. As of today, the last time I heard from the engineer was February 14th.. almost a month ago. I sent in a new message through the support chat and was told that the support person would get an update for me (no update yet),

1 year ago

Jordan RamseyBeginner

asked in Ask a Peer

Marking emails as High Importance

Is there anyway to do this in karbon as it’s rather annoying not being able to!Edited to add: This is for client emails - some don’t require client tasks but are still urgent enough to require the flag. The only way I’ve been able to get around this is sending through outlook but copying myself in so it’ll pull through into Karbon too for the client’s timeline.I’ve submitted this as an idea -

1 year ago

Dan YamamotoRising Star

asked in Ask a Peer

To Do list overload

We have monthly work template setup for all of our clients that have say 20 items for the accountant to do. What we did not realize is that in the to list, if there are 20 clients for that accountant that the to do list will show 400 items. If shown that way the to do list doesn’t appear to be very effective when there are 20 to do’s for 20 clients that just say “Reconcile the bank”. Is there a way so the to do list could just show the monthly task instead of each and every task? How do you all deal with this. I am sure we are not the first company to encounter this.

1 year ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Repeating notes

I would like the ability to pin a note to a work timeline that actually repeats along with the repeating work schedule. This would be useful for a background note for the work that doesn’t change, not actually a task.Does anyone else feel like this would be useful and do you have a workaround?

1 year ago

K.C. EamesBeginner

posted in Ask a Peer

How big is your accounting team?

Curious how big your accounting team is? Are you Audit, Tax, CAS, or something else?Why did you pick Karbon over competitors?

1 year ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Client task auto-send

I read the Karbon guide on client tasks, but it doesn’t mention where it draws the client email from when setting up a task to auto-send say, 1 day after start date.If it draws the email out of the contact relating to that work item, then this will be a problem, as the merge fields in the email will draw in the company or trust name the work item is under, and not the first name of the client.Can anyone help with this please?

1 year ago

Adam KusnierekBeginner

asked in Ask a Peer

Our Next Phase of Karbon - KPIs, Ad Hoc Assignments and QuickBooks Time

Hi AllI wanted to get the community’s help with our next phase of Karbon implementation. We have been using Karbon for just over a year now, and it has provided enormous benefits to our work organisation. Until now, we have used Karbon as a hub for all our work, and a place for team members to organise their own weekly tasks, however we are now getting to the stage where we want to advance our use of the software as we feel we could get much more from it. The main areas we are looking at are KPIs and time. We currently calculate KPIs manually, and report these in an excel file on a monthly basis. The process of gathering these is a little clunky to say the least. In terms of time, we currently use QuickBooks Time, but are yet to link through to Karbon.I’ve put my questions below, and am keen to hear how everyone else uses Karbon in these areas, so please share any thoughts and tips you think we may find useful as we transition into this next stage. KPIsI know we can utilise the Insigh

1 year ago

Beryl WilliamsBeginner

asked in Ask a Peer

Copy and Paste Sub-tasks

How can I copy and paste sub-tasks?

1 year ago

Dan YamamotoRising Star

asked in Ask a Peer

Updating monthly work templates deadline

Templates roll on the last day of the month to the next month. So any changes we make to a customers template during the current month replicates in the next month. We were told it does this on the last day of the month. Do you know if it’s the end of day on the last day of the month? I am trying to give my team a deadline to get them updated since it’s our first template rollover month. Also I am 99% sure of this. The work doesn’t have to be 100% signed off in a current month for the template to rollover right? My manager is worried if she doesn’t sign off on everything the template won’t roll. That can’t be the case because every client isn’t done every month every time. Thanks in advance for your information

1 year ago

Steven BallBeginner

asked in Ask a Peer

Client task triggering the Work item to go from Planning to In Progres

We use automators to set due dates on tasks to be a certain number of days after the work item gets triggered as Ready to Start once the start date occurs. If we add a client task prior to the work start date, the work item changes to in progress and therefore our automators don’t kick off for the due date tasks.Is there any work-around? We like sending some client tasks ahead of time to prepare for month-end, and it’s best to keep them in the same work item they relate to.

1 year ago

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