Home
Product Updates
Open Karbon
Support

Home
Community overview
Discussions
Ask a Peer

Ask a Peer

Connect with other Karbon users and industry professionals

914 Discussions
3,794 Replies

When you subscribe we will email you when there is a new topic in this category

914 Discussions

Most Views

Recently Active Most Replies Newest First

Yi LiBeginner

asked in Ask a Peer

Congratulations to our Community members shortlisted for CPA.com's Innovative Practitioner Award!

CPA.com have announced the finalists for their 2022 Innovative Practitioner Award, and it’s fantastic to see to Community members @Gary Wood and @joshlance (as well as fellow Karbon customer Steve Chaney) making the shortlist. Congratulations Gary, Josh and Steve! It’s great to see this recognition for the work you’re doing to help to drive the profession forward. View all of the finalists here, and support the Karbon community by voting for Gary, Josh or Steve!https://www.cpa.com/innovative-practitioner

1 year ago

Lauren LewisBeginner

asked in Ask a Peer

Internal reminders for @ Mentions

Hello! We are wondering if there is a way to create a reminder on internal @ mentions? When we have a question and @ mention each other either in a task, note or otherwise, we are noticing if the question is not answered immediately, it is forgotten and then we get behind. Is there a system where we can implement to set reminders on these things? Thank you!

2 months ago

Jason GrantRising Star

asked in Ask a Peer

Email formatting - Right/ Left align

HiI am new to Karbon and trying to use Triage and email from Karbon (rather than Outlook, which is what I am used to)Minor point on formatting in emails - but I can’t see the right left & centre alignment icons as there is on this New discussion screen!?Is it missing or is it hidden somewhere?

8 days ago

Megan RobertsRising Star

asked in Ask a Peer

Did you set SMART goals for Karbon utilization before you went live?

I am working on an internal presentation for the management team and my team of early adopters. I would like to include some SMART goals that embracing Karbon will help us to achieve. I am curious if anyone else did this before going live and what those goals might be for efficiency / communication, etc. Thanks for any input!

1 year ago

Amaal ShaikhBeginner

asked in Ask a Peer

Client reminders

How to set Client reminders for GST & Income tax payments?Is it possible to send reminders without having to create a Work item?I want to send reminders to multiple clients, what is the best way of doing this?

5 months ago

Pamela PhillipsBeginner

asked in Ask a Peer

Karbon keeps crashing

Hi, has anyone noticed that karbon is crashing quite alot recently.My team are all impacted so it’s not just one person. Plus we all work remotely so it’s not our internet causing the problemsJust now Karbon is stalling with a spinning wheel. We had the same issue last week and a couple of weeks before.

2 months ago

Madeline MillerRising Star

asked in Ask a Peer

Is Karbon Down?

Our Karbon won’t open, anyone else?

1 month ago

Quynh NgoBeginner

asked in Ask a Peer

How to set due date of a task based on work end date?

Lets say I have a work template. The start date for this work template is whatever date. The end date however, is December 31st. My question now~ Is there a way for me to set a task’s due date such that it is due 1 week before the end of the work date? (December 24 in this case, given the example above). At the moment I only see setting due dates after the work has started, or before the work has started. But I would like a more dynamic way to set a due date for a task using the end date instead of the start date.

4 months ago

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?

1 year ago

AntoniyaB.Superstar

asked in Ask a Peer

Are you usaing Xama for your Practice?

If so, I’d love to hear your feedback!

1 year ago

Danielle ClarkRising Star

asked in Ask a Peer

"Other" Work Type in MyWeek

I noticed that in My Week work is categorized by work type, but sometimes there’s an “Other” category. “Other” includes a variety of different work, and in our case, it is not because of Default work types. Can someone explain why (or How) My Week chooses which work types each colleague is able to filter by- seemingly regardless of how much work they have to do in that category?

1 year ago

Shane SchepensBeginner

asked in Ask a Peer

CC when Replying

In the past couple of days, whenever I reply, my email gets added to the “to” field. Therefore I get a copy of my own email. Does anyone have a fix for this? It takes extra seconds to either delete my name in the “to” field, or clear it from my inbox when it ends back in my triage. Thanks!

16 days ago

Xavi MendezBeginner

asked in Ask a Peer

Is there a way to attach older emails to work items, if the Karbon user itself is relatively new?

Hi! So basically my firm has a large client which we designated a specific email for any correspondence from them. OInly yesterday did we finally create a Karbon User for this email, so we could attacxh any emails from them to the work items. Ideally our firm, wants to go back and have all the older emails appear in triage to attach them to our clients timeline and work item. Is there a feature/setting within Karbon that allows that or will we only be allowed to attach new emails in the triage to our client’s work item/timeline? Thank you!

10 months ago

SamGSr. Karbon Community Guide

posted in Ask a Peer

Issue with $ not showing on time entries added to Work item post-Completed

Posting to warn others who may be unknowingly experiencing the same issue.. and because I wasn’t able to start a chat with Karbon Support like I usually can 🤔 so have had to email them instead.We're encountering a bug where time we add to a completed job is being added fine in terms of mins, but is showing 0.00 for dollars 😭 Hard-refresh and incognito aren’t helping.My colleague first alerted me to the issue and I was able to replicate it below:Switching from Completed to not completed and back to Completed fixes the $ issue.. but is obviously not something we want to need to do for things to work as they should 😢

3 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.

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!!

2 years ago

davideignerRising Star

asked in Ask a Peer

Who Created The Contact

Is there any way when fetching a contact from the API to see who created that contact?

1 year ago

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.

1 year ago

Zoë GranvilleBeginner

asked in Ask a Peer

Email Karbon Calender

Is it possible to email / send out your calendar in Karbon?

9 months ago

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 year ago

DianeKSr. Community Champion

asked in Ask a Peer

Best Settings within Karbon

What are best practices for the Settings within Karbon? If a setting needs to be changed, How would I do that?

2 years ago

Page 30 / 37

Badge winners

Jason Granthas earned the badge Collaborator 5
Chris Gascoynehas earned the badge Idea Generator 10
Quynh Ngohas earned the badge Topic Starter 5
Shaun Farrugiahas earned the badge Collaborator 10
naomi_paulsonhas earned the badge Collaborator 10

Show all badges

Terms & Conditions Cookie settings

Sign up

Already have an account? Login

Use your Karbon account to log in to the Community.

KARBON LOGIN

Log in to the Karbon Community

Use your Karbon account to log in to the Community.

KARBON LOGIN

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.