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  • 558 Discussions
  • 2,406 Replies

558 Discussions

C
Beginner
Cheryl BookBeginner
asked in Ask a Peer

Karbon Storage

I have a document that is 49 KB that I am trying to upload to Karbon Storage but it will not allow me due to the fact that the size has exceeded 250 MG.  Has anyone run into this previously?  How do I fix?   

1
Aliesa Jackson
Karbon Team
2 months ago
C
Beginner
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?

3
Rebecca Williams
Karbon Community Guide
3 months ago
Michaela Hunter
Beginner
Michaela HunterBeginner
asked in Ask a Peer

Account Analysis ideas?

Hi all! Our firm has been acquiring recent clients who need their books cleaned up quite a bit. We’re in the process of developing an accounting analysis process and am having a somewhat difficult time finding resources/inspiration. Does anyone have some thoughts/resources they’d like to share? Has anyone created their own account analysis template through Karbon? 

1
max
Sr. Karbon Community Guide
10 months ago
R
Beginner
Ramakrishna RayabarapuBeginner
asked in Ask a Peer

task

task can be exist part of it will what happens 

1
DianeK
Sr. Community Champion
10 months ago
A
Beginner
augieNPIBeginner
posted in Ask a Peer

Best practices for employee profile and access changes?

Hello Karbon community!  I’m curious what your best practices when employee roles change and you need to transfer profiles to another.  How do you do this without losing data.  Some of our roles are tied to more general named emails for said department.  However sometimes this changes.  We also use aliases as well, but I’m still unsure if this is best practice for managing the firm’s Karbon instance.

3
Victoria Peters
Sr. Community Champion
2 months ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
asked in Ask a Peer

Repeat Preview seems to be missing

Has anyone else noticed that the repeat preview section no longer shows a preview of the repeating name when adding a placeholder to a work naming convention?Previously, I would see the name of the repeating work item in the repeat preview area when I added a placeholder. If it wasn’t what I wanted, I could adjust it before I create the repeat.  Now, this area remains blank and I have to create the repeat, look at the item’s name to see if it was what I wanted and if not edit to change the placeholder.Anyone else seeing this issue?

3
DianeK
Sr. Community Champion
6 months ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
posted in Ask a Peer

Anyone else need a setting to filter out the clients you have marked inactive?

Does anyone else need a filter setting to remove inactive clients from your search view in Karbon?  I would like the ability to turn this feature on and off.  Most of the time I just want to see active clients, but occasionally I need to see an inactive client.  If this is a feature you would also be interested in, please go to Help and Feedback - Have an idea that will make Karbon even better and request this feature.  They really listen to your suggestions and try to add as many as possible.

0
DianeK
Sr. Community Champion
1 year ago
C
Beginner
Christopher GalieBeginner
asked in Ask a Peer

Adding Work Team

Can I assign a Work Team to all existing jobs without going to them individually? 

2
DianeK
Sr. Community Champion
2 months ago
nicolem
Beginner
nicolemBeginner
asked in Ask a Peer

CRT click on work

Typically when I crt click on a link it opens the link in a new tab. This is true for every link on the internet. However when I try to do that on the name of a work, I get a pop-up with the job info. How do I stop this from happening so I can open it in a new tab? It’s really interfering with my workflow to not be able to do this and getting this pop-up instead. Thanks!

3
kylenecarse
Community Champion
7 months ago
M
Beginner
MichaelBeginner
posted in Ask a Peer

Can a client forward tasks to someone else?

Can a client forward tasks to someone else?

1
DianeK
Sr. Community Champion
1 year ago
C
Beginner
Colleen KempBeginner
asked in Ask a Peer

tag

When asked to tag, do I Reply and then “Tag”?

1
max
Sr. Karbon Community Guide
1 year ago
Sabina Chung
Beginner
Sabina ChungBeginner
asked in Ask a Peer

Uploading QBO file format

Since about a couple month ago, our client has not been able to upload (attach) QBO file format (.qbo) to the client tasks. Could anyone please let me know what has changed and what we need to do to fix this issue?Thank you  

1
max
Sr. Karbon Community Guide
6 months ago
C
Rising Star
Christopher T Raines
asked in Ask a Peer

Null emails

We ran into an issue with a client task on year 2 of a repeat workflow.  The client email was sent out last year and we see it in the comment history from last year.  This year, some but not all of the emails did not go out because the client contact email was missing.  I’m trying to understand how the contact email can be dropped from one year to the next.  I can understand human error but this was more then just a few.

2
C
Rising Star
1 year ago
Gayle Goldman
Beginner
Gayle GoldmanBeginner
asked in Ask a Peer

Connect4 - Who is using it?

I noticed that Connect4 is a new app in the integrations section. Who is using it? Do you love it?

2
max
Sr. Karbon Community Guide
9 months ago
T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

Intuit link

This will be my first season with Karbon/Intuit Practice Management. I like that with Lacerte I can have my tax software tied into my projects. I am a bit concerned about using Intuit link to request client documents as the client page has links to TurboTax etc.  Just send a bit weird. I know I can use client requests to get them info as well. Curious how you all would proceed. Use client request, for a more white label experience or Intuit Link which works allow for tracking of missing documents. 

1
K
Rising Star
5 months ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Drag and Drop from Karbon to Quickbooks Online

I am trying to Drag and W9 from a Triage email into Quickbooks to attach to a vendor but nothing happens.  Is this not possible or is there a certain way to to this?

2
max
Sr. Karbon Community Guide
1 year ago
Nevada Donnelly
Beginner
Nevada DonnellyBeginner
asked in Ask a Peer

Can I Retake Karbon Assessments?

Can I Retake Karbon assessments for the certifications?

1
Aliesa Jackson
Karbon Team
2 months ago
K
Rising Star
Ken RogersRising Star
asked in Ask a Peer

How long is completed work available

As we think about the upcoming tax season it would be helpful to understand how long is completed work is available?  If needed, for example, can I access work previously completed for a client’s tax work

2
Rebecca Williams
Karbon Community Guide
5 months ago
Diane Amato
Beginner
Diane AmatoBeginner
asked in Ask a Peer

Disassociate an organization with a person

We have a married client who got divorced.  We  originally set them up individually in Karbon and then associated them with an organization, i.e., individually:  James Smith  Jane Smith  Organization:  Smith, James and Jane.  The work was associated with the organization for the couple.Now that they are divorced we will still complete their individual  returns.  I made the organization inactive and removed it from the individual records.  However, when I look up Jane Smith the organization still appears in parentheses next to her name.  I thought that removing the association in her individual record would eliminate it so I was surprised to see it.Any ideas on how to remove this association, assuming it can be removed?

2
Diane Amato
Beginner
1 year ago
Donna Cox
Beginner
Donna CoxBeginner
asked in Ask a Peer

emails

Can we get a read receipt on emails and then setup the email to remind us to follow this up if we do not get a response.

1
Kim Clemmer
Superstar
8 months ago
E
Rising Star
Emily WilsonRising Star
asked in Ask a Peer

Time off in lieu (TOIL

How are your team recording their TOIL of their Karbon timesheets? I need to devise a system for staff to record their time off in lieu. A system we came up with in our last time recording software was to record negative time to a code. For example, if someone worked one extra hour in a day they log all time that day to a client/work item as usual then they would log ‘-1’ hour to the TOIL code, then, when they wanted to take the time off they would log it to the same code and they could run their own report against this code to track. We can’t log negative time in Karbon, so I’m wondering what others do? The best I can come up with is for everyone to keep a TOIL note at the bottom of their timesheets each week (e.g. brought forward hours +/- this weeks hours) but it’s a bit of a faff ! Do you have or have you seen any better solutions? Many thanksEmily  

2
DianeK
Sr. Community Champion
6 months ago
M
Beginner
Matthew StaaderBeginner
asked in Ask a Peer

Social media links in email signature

I’m having trouble trying to add in our social media links.So it’s all setup in office 365 (as below) but will not import - nor can I manually add to my Karbon signature.HELP!!  

2
Aliesa Jackson
Karbon Team
6 months ago
B
Beginner
Brooke WalkerBeginner
asked in Ask a Peer

Completed Work

Once I complete work and clear it, where do I find my completed work? I may need to look at that information again.

1
max
Sr. Karbon Community Guide
1 year ago
R
Beginner
Roberta PaganiBeginner
asked in Ask a Peer

Clear all Works

Hi everyone! I created a lot of works in Karbon months ago and now I would like to clear everything out. Just keep the contacts but delate all works and tasks. Which is the fastest way to do it? Thanks 

2
Terri Warren
Superstar
1 year ago
N
Rising Star
Nathan HodgensRising Star
asked in Ask a Peer

When to create couple organizations - under scenarios of divorces and MFS

Has anyone come up with a standard way to dictate when John & Jane Doe organizations are created?  We have a few clients that are divorced (but where we’d still want to keep that information and former spouse ready and available) and others that alternate between MFJ and MFS yearly depending on tax savings.  Any tips?

4
N
Rising Star
10 months ago

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