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557 Discussions
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557 Discussions

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Tom KneelandRising Star

asked in Ask a Peer

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.

2 months ago

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

2 months ago

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 months ago

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.

2 months ago

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.

2 months ago

SmittyRising Star

posted in Ask a Peer

Sorting by Status in Work View

I’ve searched around to see if this has already been posted but can’t find anything. Apologies for the duplicate if so.Is anyone else seeing that the Status column doesn’t sort in a logical/useful manner in a Work List View? We would expect this sort to be ascending/descending on the value of the Status field. However, it doesn’t appear to work that way.I contacted Karbon support about this and they said: The Status column is sorted by the due date (the earliest due date first) of the work-item, and then in ascending order of the name of the work-item and then to break a tie the ID of the work-item. Can anyone else make sense of this? Should I submit a “feature request” to try to influence a change? Or am I looking at this incorrectly?

2 months ago

Tom KneelandRising Star

asked in Ask a Peer

Client Secure Uploads

I am trying to prevent clients from uploading items to my old portal. However, they often times need a secure way to send me a file that has nothing to do with a Work item or a Client Request. The Karbon Portal does not have a section for clients to upload. What have you all found as the best fix?Bottom line is, I do not want clients doing things outside my Karbon EcoSystem. :)

2 months ago

Tom KneelandRising Star

asked in Ask a Peer

1099s

This year I sent my 1099 client request with a downloadable spreadsheet. It maps to import to 1099 software. Do you ask find clients like a PDF form better?

2 months 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.

2 months ago

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!

2 months ago

Jeremy WellsRising Star

posted in Ask a Peer

Recurring events in My Week

I really need you to fix how My Week handles recurring events in Google Calendar.If I edit a recurring event in Google Calendar, My Weeks creates a duplicate: the original and the edited version. This should not happen. If I delete an instance of a recurring event in My Week and select “All events,” i have to “Sign In With Google” again. This should not happen. If I delete the recurring event in Google Calendar, the My Week events—original and duplicated—remain. This should not happen. Once I’ve signed in with Google again, only the single occurrence—not the entire series—I clicked on is deleted. This should not happen, and it is—as far as I can tell—impossible to fully delete all instances of a recurring event.All these errors make for a very cluttered and frustrating My Week calendar integration experience. Something is off in the integration, and it has been for months now.

8 days ago

Amanda LampiBeginner

asked in Ask a Peer

Budgets in Repeats

If a work item is created and you forget to add the budget before setting up the repeat period, why won’t Karbon update the budget when you edit the repeat? I’m finding that whenever I go to edit to add the budget estimate, it will not carry over. The only thing that carries over is time worked on the task. Any suggestions? What am I doing wrong if so? Thanks so much!Amanda Lampi

2 months ago

Nevada DonnellyBeginner

asked in Ask a Peer

Can I Retake Karbon Assessments?

Can I Retake Karbon assessments for the certifications?

2 months ago

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?

2 months ago

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 months ago

Kevin DodgsonBeginner

asked in Ask a Peer

Is there a way to bulk-assign new employee previously-created work?

I’ve just brought on a new tax preparer and have him set up in Karbon. However, I have about 100+ clients that have already signed engagement letters via Ignition and have those work templates already created with me as the preparer. Is there a way to quickly bulk assign a bunch of them to him? (Updating the work template should fix it going forward, but looking to avoid manually assigning each client to him)

2 months ago

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 months ago

Matthew GondaBeginner

asked in Ask a Peer

Triage Search Not Working

Is anyone else having issues where searching for a work item in triage (e.g., trying to attach an email thread to a work item) doesn’t work? Most of the time I try to add an email to a work item the item doesn’t show up -- I just get a blank search area.I reached out to support and they acknowledged this is a problem on their end, but it’s been 3 weeks now and no resolution. This is crippling the highest value tool Karbon has to offer.As you can see, it’s not returning a ‘no results found for…’ message, rather, I get this:[Karbon Search Error]

2 months ago

Ken RogersRising Star

asked in Ask a Peer

Deleting Repeating Work

When deleting the next repeating work item (lets say Q2 on a quarterly repeat) after Q1 is completed , will this delete future repeats for the item or is there another step to turn off the repeating item

2 months ago

Trevor SunnyBeginner

asked in Ask a Peer

Marking an email as unread

Hi, Any idea on how to mark an email as unread in Triage?Thanks in advance.

3 months ago

KamleshBeginner

asked in Ask a Peer

Export Client Details

Hi Everyone, Does any one know how to export certain information of each client?I need to prepare a report of clients with their email and telephone number.

3 months ago

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