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880 Discussions
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880 Discussions

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Linda SkrlaBeginner

asked in Ask a Peer

When I put notes in a tag someone how can they see it in the task instead of just the Triage

I am leaving notes like this for my Accounting Supervisor but when she goes to the task its not open like this it’s closed. Is there a better way to leave notes in the monthly task where it shows when you open the monthly task?

1 year ago

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

2 years 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?

4 months ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Go vote for API improvements (if you care 😀)

I’ve recently added a couple API improvement ideas. If any of these ideas would help you as well, tap the links below and upvote! 😀If you have other API improvement ideas, link them in the comments and I’ll add them to my post. 😀

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

FYIdocs OneDrive integration

Since Document Management was rolled out, is anyone aware of an integration via OneDrive to FYIDocs?

1 year ago

Jeremy WellsRising Star

posted in Ask a Peer

Recurring events in My Week

I really need you to fix how My Week handles recurring events in Google Calendar.If I edit a recurring event in Google Calendar, My Weeks creates a duplicate: the original and the edited version. This should not happen. If I delete an instance of a recurring event in My Week and select “All events,” i have to “Sign In With Google” again. This should not happen. If I delete the recurring event in Google Calendar, the My Week events—original and duplicated—remain. This should not happen. Once I’ve signed in with Google again, only the single occurrence—not the entire series—I clicked on is deleted. This should not happen, and it is—as far as I can tell—impossible to fully delete all instances of a recurring event.All these errors make for a very cluttered and frustrating My Week calendar integration experience. Something is off in the integration, and it has been for months now.

1 year ago

David SadowskyRising Star

asked in Ask a Peer

See all of one industry

In the accounting details of each client, it lists the industry. So for instance, I put in Brewery for some of them. Now, if I get an email that affects all my brewery clients - how do I find them? I went to the organization contacts and searched brewery and it didn’t pull up anyone that had that listed in the industry.

1 year ago

Terri SvihlaRising Star

asked in Ask a Peer

Ideas for tracking client logins

Where is the best place to store client logins, to share amongst our team, in karbon? For example, a client’s QB admin password.

1 year ago

LD7ESuperstar

asked in Ask a Peer

My Week Working on Now and no Tasks Assigned

I am the only individual assigned as the Assignee of work. Colleague’s will have tasks assigned. Once their tasks are complete or reassigned to someone else, the item in My Week for them is moved to Done.Frustratingly it appears back in their My Week when I or someone else who has tasks starts working on the work item, even when they have no more tasks assigned.Is this really how My Week is setup to function? It is creating a lot of extra work to identify in their My Week and keep moving it out. New staff are not as familiar with Karbon and it takes a lot of hand holding to ensure they identify there are no tasks assigned to them and that they need to keep moving items out of their My Week to done when there are none assigned.Thank you in advance.

1 year ago

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 years ago

BOS OfficeBeginner

asked in Ask a Peer

Default Status

How do we make our default work status "Planned" rather than Ready to Start? In Automaters I have set a new task status to Planned when created, and have turned off the automator that changes work from Planned to In Progress when it reaches its start date. But new created jobs just start as Ready to Start.

1 year ago

Dan YamamotoRising Star

asked in Ask a Peer

Client Contact Timelines can we add subfolders

So we have a clients who we are attaching applicable emails to. However this client is installing a CRM and there is a lot of emails regarding this project. I am trying not to flood the contact with all the CRM emails. Is it possible to setup a tag say “CRM Info” that I can add to all the emails. I am thinking I can do that and search by it. I would love if I could setup up some sort of subfolder for “CRM info” so that all the correspondence goes in that “sub contact folder” . Has anyone tried something like this?

2 years ago

Bec JohnstonBeginner

asked in Ask a Peer

Quarterly management accounts

Hello, we’re new to Karbon (and I’m new to accounting!) and I’m in the process of setting up Karbon for our firm and having a pratice with the work templates and dummy accounts. There’s a template for management accounts however its on a monthly basis. Do you know if there’s a quarterly option?

9 months ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Financial Statement Software -- Looking for suggestions

Hi Karbonites,I’m looking around for a software to help us streamline our financial statement preparation. We have played around with TenkeyATB, but there are a few red flags:The website lags pretty badly when doing regular activities. The saving operations are not straightforward and we have moved ahead without saving and lost progress. It’s way to easy to delete things like account groups, journal entries, etc. without warning or confirmation. The report writer is extremely basic and doesn’t link with the financial statement. Account numbers are required.I’m curious if anyone has found a software that:Imports data from QBO/Desktop/flat file Allows account grouping and re-classification. Book and tax JEs with good workpaper representations Financial Ratios Visually professional statement and report output Statement-linked report writer with notes library Cloud-native (preferred, but will go self-hosted if necessary) UltraTax line mapping and export (preferred but not required)Other so

4 months ago

Antonia GapesBeginner

asked in Ask a Peer

undo function in email

Hi, when i am drafting an email and insert or format incorrectly is there an undo function that can be accessed as opposed to the time wasting of redoing?

2 years ago

ollieBeginner

asked in Ask a Peer

Searching by client references and UTR numbers

Does anyone know if there is a way in Karbon to search by client UTR or client references, such as Company Number? We are trying to work out a way of doing this in Karbon, but it doesn’t appear that you can search by client references at the moment

1 year ago

KOshiroBeginner

asked in Ask a Peer

Muting comment threads

I have a conversation that has multiple people commenting and it continues to show up in my triage for me to clear. Is there a way to mute this conversation?

1 year ago

Gordon TianBeginner

posted in Ask a Peer

Not receiving emails on time

I’m writing in frustration that Karbon seems to be very slow in receiving emails. We use gmail and there’s usually a 20-30min delay from when we see the emails in gmail and when it shows up in Karbon. The main reason we use Karbon is for the triage function. So this kind of delay is very poor. Does anyone else have similar issues?

4 months ago

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?

2 years ago

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?

1 year ago

LD7ESuperstar

asked in Ask a Peer

Best Practice for Seasonal Employees

Situation: Seasonal tax preparer(s) who return each year should retain their assigned work/tasks for the clients/work assigned after restoring the seasonal employee from Archived status.When Archiving a User, the archived user has all of their tasks/work reassigned to another user in bulk and also would not retain their tasks/work for new annual work when it recurs in the subsequent year. My thought would be to create a Temporary User with a Dummy email which we could then assign all of the Archived Users tasks/work to. This would be a placeholder. Once the seasonal employee comes back we could then Archive the Temporary User, assigning all of the work back to the Seasonal employee.This would be done so we are not incurring a licensing fee for the seasonal employee and we do not have to then go back into each work item to reassign tasks/work each year.In Andi A’s Best Practice Tip she indicates as long as the Temporary User does not accept the invitation we would not be charged for the

10 months ago

Sharon BabinBeginner

asked in Ask a Peer

connecting email accounts

Is there a way to connect an individual project in Karbon with a business project in Karbon so that the Timeline shows email thread in both projects?

1 year ago

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