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  • 551 Discussions
  • 2,375 Replies

551 Discussions

DianeK
Sr. Community Champion
DianeKSr. Community Champion
posted in Ask a Peer

How has your CSM helped you?

We all love our CSMs (Community Success Managers).  If you are new to the community, they can assist you in a variety of ways.  I was hoping to get community feedback on what your CSM has done in the past that helped you utilize Karbon better?  Maybe we can all get a better idea of what a CSM can do.  Hit me with your best CSM moments.

2
Victoria Peters
Sr. Community Champion
1 month ago
Candice Diemer
Karbon Team
Candice DiemerKarbon Team
asked in Ask a Peer

We need your help - Sign up for research!

Hi everyone, Would you like to join the product design team in an upcoming research study?Sign up for research hereThank you! We will be in contact with you shortly to schedule a study session.  What is a research study?During a research study we may present you with and gather your feedback on an existing product, a new feature, or even prototypes. We may also interview you about particular daily habits or ask you what motivations and goals you have.Study sessions are 30 minutes long and take place online through your computer or mobile device.Sharing your experiences with us helps inform our strategic and product thinking. In the end, it will make your experience better!Thanks,Candice - Lead Product Designer @ Karbon

3
D
Rising Star
1 month ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Ask a Peer

What can go in the description when adding an organization with the API?

I’m working on a little script to clean up some bad data and I noticed there are keys in the description field:This makes me think there are other types of data we can put in the description field. Just curious. 😁cc: @StuartK

2
max
Sr. Karbon Community Guide
1 month ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Ask a Peer

Add and access organization address, phone number, and email address via API

When requesting an organization by key, I don’t see where the phone numbers, email addresses, and addresses are listed.I checked the docs and there’s no information about what I can “$expand”.Here’s what I see in Karbon:Here’s the request I made:url = "https://api.karbonhq.com/v3/Organizations/xxxxxxxxxx?$expand=Contacts"payload={}headers = { 'Accept': 'application/json', 'Authorization': 'Bearer xxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'}response = requests.request("GET", url, headers=headers, data=payload)print(response.text)Here’s the resulting code form an API request:{ "@odata.context": "https://api.karbonhq.com/v3/$metadata#Organizations/KarbonService.OrganizationDTO(Contacts())/$entity", "@odata.type": "#KarbonService.OrganizationDTO", "OrganizationKey": "xxxxxxxxxx", "FullName": "test full name", "ClientOwner": null, "ClientManager": null, "ContactType": null, "UserDefinedIdentifier": null, "RestrictionLevel": "Public", "LastModifiedDateTime": "2023-02-04T1

1
max
Sr. Karbon Community Guide
1 month ago
Kim Nixon
Beginner
Kim NixonBeginner
asked in Ask a Peer

Adding Multiple Timelines While Drafting Email

I would like to add an email to more than one timeline, while I'm drafting the email.  How can I do this without waiting for the email to show up in my sent folder or cc'ing myself and waiting for the email to come up?  I ask because sometimes I'll forget what timelines it should be in by the time I get back to it in my sent folder or it shows up in my triage.  Is there a way to do this?

1
max
Sr. Karbon Community Guide
1 month ago
A
Beginner
Alison_JanecicBeginner
asked in Ask a Peer

Timesheet report by client and work

I don’t use the Billing feature but need a report of time spent on a client (with ability to drill down on work) for a period of time i.e all hours spent on Client A for the month of Jan. I can only see how to do this by colleague? 

5
D
Rising Star
1 month ago
LuAnn Carpenter
Beginner
LuAnn CarpenterBeginner
asked in Ask a Peer

Email attachments

We, at Svihla & Associates CPA have noticed that when we receive attachments in an email, sometimes they are at the bottom of the feed and sometimes they are at the top.  Is this normal? We also noticed that when we have a thread of back and forth emails, they are never in the order in which they are sent or received.  They are all jumbled up.It would make things so much easier if the attachments were always in the same place and if email were received and read in the order in which they were sent. (does that make sense?)

2
AntoniyaB.
Superstar
1 month ago
D
Rising Star
David SadowskyRising Star
asked in Ask a Peer

QBTime, what does this mean?

On this guide for QBTime it says: Tracking time against a work itemTime recorded on work items does not track up to the contact level. You record time on the contact or work item, and they are separate totals. You can use the reporting in QuickBooks Time to get a total across both contact and work time entered. I haven’t connected our QBT yet, but I’m unsure what this actually means?  In QBTime we record time by customer (we have a flat hourly rate regardless of work type). We want to keep it that way so I was only going to sync contacts, NOT work. Yet, what happens if someone presses the timer in a work item, it won’t get to the contact?  I was hoping that now that we have Karbon, we could measure our time doing specific work as a way of analyzing our work load and time. So, ideally, in Karbon, we could see our time broken down by work, but in QBTime, just the amount of hours spent on a client.  

1
max
Sr. Karbon Community Guide
1 month ago
D
Rising Star
David SadowskyRising Star
asked in Ask a Peer

Is there a setting to go to work instead of timeline

Hi, when I click on a organization, is there a setting were it can take me to the Work tab instead of the Timeline tab?

3
D
Rising Star
2 months ago
Catelynn Oosthuizen
Beginner
Catelynn OosthuizenBeginner
asked in Ask a Peer

Client Group naming

When naming the client groups, what is the best approach to take? Do we use the main clients name? Does anyone have any ideas for us please?

4
DianeK
Sr. Community Champion
2 months ago
M
Beginner
Mike RobinsonBeginner
asked in Ask a Peer

Karbon/Front

Does anybody have any experience of running Front alongside Karbon?

4
M
Beginner
2 months ago
J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Comments on a section with multiple tasks

Hi,We had clients complaining that when they receive an email that they have comments, they are not able to see which of the tasks has the new comment, they need to check each of them to see where it is. I’m wondering if any of you have the same issue and you go about it. Thank you

2
Victoria Peters
Sr. Community Champion
2 months ago
M
Beginner
Malcolm VeallBeginner
asked in Ask a Peer

Timer - setting to have it start immediately the previous timer is saved

Is there a way to have the timer start automatically once the previous timer is saved - rather than having to remember to hit the clock icon?  (with the details to be added once the team member has started on the next activity) That way we would have a complete 8 hour day logged, without the gaps caused by forgetting to start the timer.  

3
SamG
Sr. Community Champion
2 months ago
T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

email follow up

I am missing the ability I had in Gmail to have add-ons such as Boomerang etc to remind me to follow up on emails. Has anyone come up with a workaround in Karbon?  

6
Rebecca Williams
Karbon Community Guide
2 months ago
A
Beginner
Ashley DemersBeginner
asked in Ask a Peer

Unlock a timesheet

How do I unlock a timesheet that has been submitted and approved?

2
A
Beginner
2 months ago
A
Beginner
Asif VadariaBeginner
asked in Ask a Peer

How to Tag a client with different services

When importing and creating new contacts how can we tag different services provided to same client.Example payroll, sales tax, bookkeeping and income tax.

2
Victoria Peters
Sr. Community Champion
2 months ago
Stuart McLeod
Karbon Team
Stuart McLeodKarbon Team
posted in Ask a Peer

Do you have a client that is doing amazing things?

OK! You may have heard of the Accounting Leaders Podcast? Or you may not have. Doesn’t matter! Either way, this might be of interest to you, our esteemed Karbon customer.I’m looking for a partner or director of a firm to come on the podcast with an interesting or exciting or different or beloved client of yours. This client should be doing amazing things in the world. They might have grown a successful retail business or they could be saving the planet or curing cancer. The point is that their story must be interesting.What’s also important is your relationship with this client. I really want to hear from them what you mean to them as a client of your firm and what they mean to you. The journey that you have been on together is what really matters.If you have clients that come to mind, then I would love to hear from you. Reach out to me here or at stuart@ you know the rest!And yes - if we feature you on the podcast, I’ll get you some Airpods!

3
max
Sr. Karbon Community Guide
2 months ago
B
Rising Star
blueprintbrianRising Star
posted in Ask a Peer

Using Karbon with response time SLAs

Question for the community: I’m implementing a sort of response time service level agreement where certain levels of service have quicker responses. Has anyone implemented this in their firm?If so, have you implemented something in Karbon to manage this? If so, interested in sharing? 😅

6
B
Rising Star
2 months ago
C
Rising Star
CBC-OfficeRising Star
asked in Ask a Peer

Is it possible to assign to a Team instead of just to a Colleague?

Is it possible to assign to a Team instead of just to a Colleague? We have a few different Teams, for a mix of Client Teams, Department Teams etc. and it would be helpful if emails or tasks could be assigned to the Team as a whole instead of the individual (to start). This process happens already in some cases using the Team Tag. However, would work better with our processes if tasks or Work could be assigned to a Team (think repeat work/task creation) then can be assigned to the individual from here.

5
Terri Warren
Superstar
2 months ago
Chris Hervochon
Beginner
Chris HervochonBeginner
asked in Ask a Peer

Tasks in Blank Work Item via API

We are building out some automation in our firm with Python and the Karbon API and we are a bit stuck… We are creating blank Work items, ideally without using a template, and want to add a variable number of tasks to that Work item. However, it’s not readily apparent in the API documentation how to add a task under a Work item. Does anybody have any experience with this that can point me in the right direction? Or, is this simply a case where we need to accomplish this by calling Work templates and molding our automation to fit what we can accomplish with tickets? Thanks!

2
Chris Hervochon
Beginner
2 months ago
Ray Tasic
Beginner
Ray TasicBeginner
asked in Ask a Peer

Received email getting added to wrong contacts

We received an email however it has been added or assigned to a wrong contacts. Could you please help me identify what could be the problem. Thank you

1
Victoria Peters
Sr. Community Champion
2 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
A
Beginner
Amir MasoodBeginner
asked in Ask a Peer

Is there a way to disable the ability to send client task requests from emails that are not the current user's?

I was wondering if there was a way to remove the ability to change who the client task request is sent from? I do not want people to be able to send emails from accounts that are not their own. Thanks in advance.

1
Victoria Peters
Sr. Community Champion
2 months ago
K
Beginner
Kathy CogginsBeginner
asked in Ask a Peer

Admin mgmt of partner email (triage)

Is there a way for my admin to manage my triage in box?  (A pre-triage, if you will)?  I would love to have my admin pair down my inbox for me….  In the same way that colleges can see “my week”, can I also set up the ability for my admin to toggle between my triage and their own?  (this would also be great for expected team absences, such as vacations…) 

4
A
Beginner
2 months ago
LD7E
Rising Star
LD7ERising Star
asked in Ask a Peer

Work Creation - Bulk Change Create Work

Is it possible to perform a bulk change to the Create Work field in repeating work items? For example, I have 400+ work items that will be triggered into creation on 10/15 as the create work is currently set to 6 months before work start date. I would like to bulk change this to 3 Months before work start date (ideally 4 or 5, however not a choice available).Or is this something that could only be done on the back-end by Karbon support?t/y

13
T
Rising Star
2 months ago

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