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697 Discussions
2,996 Replies

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697 Discussions

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Imbi FinlaysonRising Star

asked in Ask a Peer

SamGKarbon Community Guide

asked in Ask a Peer

How do you deal with Triage not showing whether or not someone has said something in a meeting response to you?

If you send a meeting invitation from Outlook to someone else using Outlook and they respond: Accept, Decline, Tentative and edit their response to add a message to their response, Triage doesn’t show the message, only their response.How do you deal with this?Do you open Outlook to check every meeting response before clearing it?Do you clear it without checking Outlook because you don’t care whether or not they added a message?Did you not know about this?

11 months ago

Candace SalvatucciBeginner

asked in Ask a Peer

Copy and paste client tasks to new templates

I am a newbie here and trying to avoid a truck load of work…PLEASE tell me there is a way to merge two templates.I have a individual tax return template and a business return template but I need both of those together to have a sole trader template.I thought it would be logical to be able to copy client requests and paste them in new templates - ??Please help me 🙃

2 months ago

MiyaRising Star

posted in Ask a Peer

To-Do List Notification?

Anyone here thinking that it will be a good feature if you will get a notification or just a simple “red” bell icon at the top that you have a pending due on your to-do list?

1 year ago

DianeKSr. Community Champion

asked in Ask a Peer

What are the most effective Dashboards-Saved Views?

What do you recommend as the Best Dashboard Views to have saved in Karbon?

2 years ago

Sandy HillBeginner

asked in Ask a Peer

Sorting Work Items

Hi All, New to Karbon, is it possible to sort work items by creation date so I can attend to work on a first in first out basis?

1 month ago

Victoria PetersSr. Community Champion

asked in Ask a Peer

Tasks due BEFORE the work start date

Has anyone been able to effectively use the #of day before work start date effectively when creating tasks? We find that the task does not show up in the To do list or now My Week until the Work Order start date. The task is overdue when the assignee actually gets notice of it. Is it me? What I am doing wrong? It seems like a great feature, a reminder to get something set up so the work is ready to go on the start day. A recent example is onboarding a new employee, there are some tasks to be completed by HR before the employees start date but the work order is set to be assigned to the receiving team on the start date, and it would be good for the receiving team to know that those tasks are complete. Our work around has been separate work orders but we muddy visibility.

1 year ago

Christopher T Raines

asked in Ask a Peer

Exporting organizations with contact details

I’m currently exporting out the contact the list for the organizations. The export does not include all of the “contact detail” included in the organization’s detail tab.Unless I’m missing something all of the other contact information (ie address) exports. The only field not exporting is the email. Is anyone able to export emails for the organization contact only. thank you

1 year ago

Ken RogersRising Star

asked in Ask a Peer

My Week sorted by Status

I am finding that in My Week some of the work that has the same status is showing up under duplicated statuses. The work is not duplicated, but some work is showing up under the status in one section and some with the same status in another section. Any thoughts as to why this is happening?

7 months ago

Mary-Clare SwitzBeginner

asked in Ask a Peer

#myweek - one off Work (not repeating)

How do I get a one off Work to show in MyWeek as ‘To Plan’ ???

1 year ago

Brian DavisRising Star

posted in Ask a Peer

how to change an employee's email

i sit possible to change an employee’s email address? I created an email of admin@----- and now i want it to be her name@------

1 year ago

Katie StokesBeginner

asked in Ask a Peer

Repeating work status

All of our repeating work in Karbon starts out in the “In progress” status. We would like it to start out in the “Ready to Start” status. How can we edit the repeating work to change its start status? Can Karbon do this request in a bath for us?

1 year ago

Renee AllanBeginner

asked in Ask a Peer

repeating work

Hi all, How can you see all repeating work that has been created in Karbon?thanks

1 year ago

Lachlan MacindoeKarbon Team

asked in Ask a Peer

If you could learn from anyone, who would it be?

Every year, we bring together a panel of industry leaders, all-stars and influencers to review the year in accounting, discuss the top trends, and share their top actionable tips for the year ahead. It’s usually our most popular webinar by far.My question for you: Which panelists would you like to hear from this year?Go wild! No suggestion is too big or too small. If you could learn from anyone, who would it be? Someone from your own firm doing amazing things? A peer who you admire? A leader or influencer you’ve never met but are constantly inspired by? You can even suggest yourself!Our aim is to bring you an amazing and diverse panel from across the globe who you can learn from and be inspired by as we finish up another huge year.

1 year ago

Yvonne Irene LustreBeginner

asked in Ask a Peer

"Download All" function in the Note assigned to a team member

Hi! Is there any way to download bulk documents attached in the Note assigned to me by my team member? Thank you.

8 months ago

Umesh GohilBeginner

asked in Ask a Peer

Importing client information

I am new to Karbon and want to upload all my clients . Is there an import function using a standard CSV template Thanks

10 months ago

Maya PallottaBeginner

asked in Ask a Peer

Most recent contacts

Does anyone know if it is possible to filter your contacts by added most recently? Thank you in advance.

1 year ago

William MertzBeginner

asked in Ask a Peer

Modifying information in Contacts

Is there a way to customize the information on an organization contact. I would like to add information such as whether the client is cash basis or accrual basis, etc.

1 year ago

MikeLiangSuperstar

asked in Ask a Peer

Office 365 contact sync

I noted that Karbon can import office 365 contact. Before I try it, anyone has the experience of the contact syncing from office 365 for following questions?If I hit the button, will current existing contact in Karbon lost or replaced by the imported office 365 cotact? Or the imported office 365 contact will be added as additional contact? Is it possible to double-way syncing contact with office 365? ie, if I update any details of the contact or add a new contact in Karbon, it will be synced back to office 365?

1 year ago

Victor ZhouBeginner

asked in Ask a Peer

To-do-list Report

I want to export the completed “to-do-list” for particular employees. Does Karbon provide such function?

2 years ago

Kendra MottlBeginner

asked in Ask a Peer

Saving things in Karbon

Hi, I was wondering what’s the best way to save documents for a client? Should I be using Karbon and Google drive or can all the info be saved to Karbon in one place? I noticed you can attach documents to a client’s work item but after the work item is complete are those documents archived?

4 months ago

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