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904 Discussions
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904 Discussions

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Jeremy WellsRising Star

asked in Ask a Peer

LusamaiBeginner

posted in Ask a Peer

Taking care of an organization

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? Thanks!!!!!Best RegardsJessica Layson

1 year ago

Kim ClemmerCommunity Champion

asked in Ask a Peer

Workaround for recurring semi-monthly/monthly payroll jobs

For semi-monthly and monthly payroll jobs that are due X number of days before the end of the month (depending on how they are processed, ie: Gusto, ADP) how are you working with Karbon’s limited settings to have accurate due dates so that Payrolls are not missed?Since the end of the month fluctuates (28/29/30/31) and the payrolls are due X number of days before the end of the month + avoiding weekends, there is not an accurate way to set up these types of Payroll jobs in Karbon so that the due dates are an accurate reflection of when the Payroll actually needs to be processed. This is causing us to occasionally miss payrolls, especially when our team has to fill in for other team members who are out and when they are not familiar with when the clients payroll needs to be run.What are your workarounds for recurring jobs that are due at/near the end of the month, but aren’t always due on the same day of the month? Aside from setting up each Payroll job individually (non-recurring) or ad

1 year ago

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 year ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Email Aliases and client logins for bookkeeping

We do a fair amount of bookkeeping and are looking to expand that part of our business.We discovered that if we create a distribution list, the email comes through to Karbon as one email on two people’s triage lists. We use this for department-level email management. If one person clears the email, it still stays on all other triage lists until cleared, so it’s a little cumbersome in that regard, however, any notes, comments, and assignments are visible to all when made by one.Next what we did is we created aliases in our system for that distribution list.Example: bookkeeping@ourcompany.com is a distribution list that gets sent to three of our staff.acme_stores_llc@onmicrosoft.ourcompany.com is an alias of bookkeeping@ourcompany.com so all emails sent to the first come through the second.We use this alias email when setting up online logins to that client’s online banking and vendor portals.What is really cool is that when we list this email address as one of the client’s email address

1 year ago

Dan YamamotoRising Star

asked in Ask a Peer

Repeating Monthly Task

OH I can’t believe I can’t figure this out. I setup a monthly task from a template called give it a name of “TPT Filing April 2022” The dates are May 1 to May 20When I do the repeating I see the following: I select repeating period so it looks like this:But the repeat preview always shows “TPT Filing June 2022” with due dates in June. The next one should be May I don’t know how to fix this?Can anyone help?I am sure this is easy :)

1 year ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Downloading excel files

Good morningI have just been made aware of the download function under the ‘details’ tab, however this client has uploaded an excel file and when I go to the recent documents area and ‘manage’, it does not give me the option to download. Does anyone know why this is?

1 year ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Cancelled status not available

I am trying to set up an automator that goes like this:If all the tasks in the section are above have the status completed, then update the status of tasks in this section to Cancelled.I have ensured that the work type settings have Cancelled selected as a task status, as below:But when I go to set up this automator in the work template, Cancelled is still not an option. Can anybody help with this?

2 years ago

Trey FulmerRising Star

asked in Ask a Peer

Timesheets via API

Anyone using the Karbon API to pull timesheets into another platform for billing? The limitations around expanding only 2 records seems very troublesome to pull all time in a month/quarter.

2 years ago

blueprintbrianRising Star

asked in Ask a Peer

Karbon Email Insights - what is your "Email Added to Contacts" percent?

I’d be curious to know what others “Email Added to Contact” percent is within the Karbon Email Insights feature. I just turned it on to trial it and see how it works was shown this stat. I feel like it’s really low… I showed you mine… now you show me yours 😂

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Downloading client uploads on client tasks

Does anyone know best practice for downloading client uploads on tasks. For example if a client uploads 6 separate image files of bank statements, I cannot drag and drop them, nor can I choose a ‘download all’ function like I can in an email.Is there a workaround or a planned upgrade to Karbon to fix this?

2 years ago

Nathan HodgensRising Star

asked in Ask a Peer

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

2 years ago

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?

2 years 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.

2 years 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??

2 years 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.

2 years 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?

2 years 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?

2 years 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

2 years ago

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