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697 Discussions
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697 Discussions

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lbernsteinRising Star

asked in Ask a Peer

IT managed service provider for remote teams

We are looking for a managed IT service provider to help us support our remote team both US and overseas. Microsoft environment. If you like the group you work please share recommendation.Team size is currently 8 seats and growing. TIA

1 year ago

JoyBeginner

asked in Ask a Peer

time billing

For those using Karbon billing, do you know why “Actual (time period)” is different from “Actual”. I found if I run a certain period, it’s not the same. It seem “Actual” capturing all the time in the work item since work item has been created but “Actual (time period)” only revelant the period you run for?

1 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

MariaVRising Star

asked in Ask a Peer

Emails not assigned to Work

I would like to generate a list of emails for the firm that have NOT been assigned to work to make sure nothing is falling through the cracks and that the team is assigning their emails as they should. Does anyone know of a way to do that?

1 year ago

Leonie AddisonBeginner

asked in Ask a Peer

Adding a Comment

A client sends an email which requires an action to both me and a work colleague.I save the email into task.I action the work required.In comments (blue section) I write “ Email has been actioned” so that I can look quickly at all emails within that task to see if they have been dealt with.The problem we have is that when I write a comment because the original email included a colleague she also gets a message showing my comments. How do I write internal comments which everyone can see but don’t have to be notified of. My colleague is complaining that her triage is being filled up with my one line comments.

1 year ago

Jeremy WellsRising Star

asked in Ask a Peer

My Week "To Plan" 😬

Am I the only one thinking I’m finally getting a grip on My Week, then notices there are 218 things in “To Plan” that needed to get done yesterday? 😲 😱 😬 😖 🤬 😔

1 year ago

MariaVRising Star

asked in Ask a Peer

Changing the start date in repeating work?

Is it possible to change the start in the repeating work? This is what I am experiencing.If I try to change the repeat settings, changing the start date for the repeat is not an option. I am able to edit the start and end dates for a singular piece of work but that does not seem translate to the repeating work.It seems that the only option is to cancel the repeat and start over which can be tricky because you can accidentally delete a POW you need if your not careful.Has anyone else had any experience with this?

1 year ago

ctindallBeginner

posted in Ask a Peer

Sent emails, please have them tag to work items

Also please have sent emails searchable, when I search for emails I know I sent that didn’t get replied to, they don’t show up. Would also be great if we could have a little button on sending emails that can do a “follow-up if no reply X days or by X date” so I don’t have to manually add a follow-up to my to do list off an email.

1 year ago

William MertzBeginner

asked in Ask a Peer

Default settings

Is there a way to set a default setting in Work. I prefer the list view, but the system defaults to the Kaban view.

1 year ago

Marty McCutchenBeginner

asked in Ask a Peer

How is everyone tracking recurring internal tasks?

I am looking to create a list of recurring admin task that I perform. I am hoping this is the last year i have to do any of this stuff. I’d like to create a recurring Work project and assign the Work to an office manager next year. Some of the tasks I want to put in the Work are:Renewing tax software license - Nov 15 Rolling forward tax software - Dec 1 Rolling forward depreciation software - Jan 31 Pay state CPA firm dues - Feb 15 Updating engagement letters - Dec 15 Renewing technical subscriptions - various EtcAny ideas would be appreciated.I am trying to Clockwork my firm.Thanks,Marty

1 year ago

Nancy D'AmatoBeginner

asked in Ask a Peer

Subcontractors and tracking work assigned

All of my subs have their own practices so not sure that adding them as a Karbon user is the best idea. How can I track work I’ve assigned to them in Karbon for my own purposes?

1 year ago

Ruby EleanorBeginner

asked in Ask a Peer

Client tasks going to junk folder

I don’t know about all of you, but our client tasks are received in junk/spam folders all the time. This is very annoying because they don’t see it!Do you have any hacks/ideas to stop this from happening? Or to help clients find the email?We have added a small note in our booking confirmation email to let them know the checklist may go to their junk folder.

1 year ago

Ashleigh MuirBeginner

asked in Ask a Peer

Client Task Link Expiring

We have a few jobs checked in for the 2022 Financial year and clients uploading documents to the client task we have sent out for this but the link keeps expiring, does anyone know how to stop it from expiring so the client can always access that same task?

1 year ago

CBC-OfficeRising Star

asked in Ask a Peer

Is it possible to keep an old users name on all past work, after name has been changed?

We use generic emails (office@ etc) which are used for our Users in Karbon. When an employee leaves, we will disconnect the user and related email. However, when we have a new employee start we will allocate them an email from a past employee. The user is then updated with the new employee’s name and details, using the existing email.This will then overwrite all of the past comments, work etc that had been allocated and completed by the past employee. Eg. “Jane” commented on 01/01/2021, will then change from “Jane” to the new name “David”. Is there a way to have the past name “Jane” remain on all the past work and comments, but all new work and comments be from “David”?

1 year ago

William MertzBeginner

asked in Ask a Peer

My wwek and Iphone app

Is there anyway to move emails in the mobile app to my week?

1 year ago

Lachlan MacindoeKarbon Team

asked in Ask a Peer

CPA Practice Advisory Readers' Choice Awards — Vote for Karbon!

Voting is now open in CPA Practice Advisory Readers' Choice Awards, and we’d love your help voting Karbon as one of the technologies you rely on and trust to help run your business (Practice Management & Workflow categories). Plus, you’ll get to learn about the tech your peers are using in all of the other categories. You can vote here: https://www.surveymonkey.com/r/2022ReadersChoiceThank you!!

1 year ago

sarah.eRising Star

asked in Ask a Peer

Remove placeholder accounts from Email Insights

I’m reviewing our Email Insights and for the first time I noticed that our placeholder accounts are being calculated. We have colleague accounts that have never been activated for placeholders and between the three of them, I’m wondering what kind of impact this is having on my overall metrics.How can we remove the non-activated accounts from the calculations?

1 year ago

John BaconBeginner

posted in Ask a Peer

Ability to select a specific email (not just a contact) when sending client tasks!

Many of our contacts have multiple email addresses, and some are appropriate when contacting them about personal matters, while others are appropriate for places that they work, etc.Following the 2.13.22 update, we are no longer able to select a specific email when sending client tasks---we can only select the contact! But this doesn’t allow us to be certain which email address associated with the contact the client task checklist will send to!No good!

1 year ago

Terri SvihlaRising Star

asked in Ask a Peer

Tracking age of work and prioritizing

How do we set up our work items and tracking so that we can use the kanban to identify how long a work item has been in our office? We have a turn around goal and we are struggling to identify how a work item is tagged in a way that we can sort in the kanban to quickly see whose return comes next for work. So, how do we track what day the information is considered received in our office and filter or sort by that in the kanban?

1 year ago

Dan YamamotoRising Star

asked in Ask a Peer

Where is the settings button I am new to Karbon

Can someone show me how to find the settings button I am brand new to Karbon it doesn’t seem to be on my main screen unless I am completely overlooking it.

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

MikeLiangSuperstar

posted in Ask a Peer

More Control of normal user's access

Dear peers, I would like to understand your practice and logic of Karbon in managing access of the users to some certain change in key job management information.Facts:work assignee do not have experiences and authority to decide the start date and due date of a work. In my firm, manager decide who work on which work, and in what time frame.However, in Karbon, all users are able to change everything in a work setting, budget, fee, declines, starting date. It is becoming messy and lack of control/supervision and we cannot measure the result (say deadline meeting status) for each staff, since it is just one click for them to move the deadline or other information. I would like to understand how other peer firm is monitoring and controlling this? What is Karbon’s management logic behind this? I understand Karbon may encourage open and transparent work culture. But without saying dishonesty of team member, junior team member normally only does the work and have basic technical skills, but

1 year ago

Christopher T Raines

asked in Ask a Peer

Sending one off emails

Looking for a solution to email clients for reasons not part of a workflow. i run into situations that i need to notify clients for some reason or another. Most of the time is wrapped around a work type. An example would be that need to email payroll clients in New York about upcoming min wage increase. Right now I’m exporting the entire contact list and workflow separately. i then i use a formula to match the client code in both files to pulling the email address. The process always takes me about a hour to send an email.

1 year ago

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