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909 Discussions
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909 Discussions

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Marty McCutchenBeginner

asked in Ask a Peer

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”?

2 years 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?

2 years 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

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?

2 years 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!

2 years 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?

2 years 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.

2 years 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?

2 years 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

2 years 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.

2 years ago

Terri SvihlaRising Star

asked in Ask a Peer

Documents in karbon that are live

Hi, we are a new user, still working on our configuration and learning. We had in mind that we could attach a live document to a work item. But, I am now realizing that any time we want to update the document (like adding this week's payroll to an annual based payroll workpaper file) we would have to download the document, update it and then upload the changed file back. So, it seems that karbon is not meant to work efficiently with live documents. Am I missing something? I hope I am stating my concern clearly and apologize if not. For example, as we are doing payroll work, in our current system we would have a payroll prep workpaper pdf file. Each time we prepared payroll we would add bookmarks and the next payroll prep workpapers to this same pdf document. Now it seems we would not so efficiently be updating the workpaper pdf file, if it is stored in karbon. Documents that are stored in karbon seem like they are best if static?How do other firms incorporate the information that is co

2 years ago

LD7ESuperstar

asked in Ask a Peer

Activity Notification or Report

Is it possible to obtain a report or identify the time and date when a work item from within all work items reaches a certain status?For example, when customers complete their client task, the status is changed to Data Received. If 20 customers all complete the client task on the same day or over a few days, I want to be able to determine the order of who completed first without having to open every work item to see the time and date. This will enable me to keep a first in first out workflow going.

2 years ago

Anonymous

posted in Ask a Peer

How has COVID changed the way you work?

Hi all, Posting here for added visibility. @Jess Marcello has a request for your input - responding gets $5 sent to UNICEF’s Child Emergency fund and you added to a gift card drawing. 🙌🏼Thanks on advance for your help!

2 years ago

AndrewBeginner

asked in Ask a Peer

Timesheet periods in Karbon

Hi,I was wondering if there is a way of changing the timesheet periods in Karbon so they line up with our payroll periods? At present the system shows the current period Jan 10 - Jan16 2022 but I would rather have the period commence for the current period today 13 Jan to coincide with our payroll period.

2 years ago

Christopher T Raines

asked in Ask a Peer

Null emails

We ran into an issue with a client task on year 2 of a repeat workflow. The client email was sent out last year and we see it in the comment history from last year. This year, some but not all of the emails did not go out because the client contact email was missing. I’m trying to understand how the contact email can be dropped from one year to the next. I can understand human error but this was more then just a few.

2 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

Client Naming - Legal vs Known By Names

We struggle with this issue across any platform that we have to enter client names- both individual and business clients. For our tax software, we have to list the client legal names for the tax filings. But a lot of clients don’t go by their legal names, so we have struggled over the years on how to capture both the legal name and “known by” name in our CRM.Ex: Client goes by Scott and wife goes by Rebecca (both their middle names). But their first names are entirely different.How does everyone handle this in Karbon? When emailing clients or calling them, we want to use their “known by” names. Not every person in the firm will know who goes by what. On the Contact types in Karbon, the Person type does have a field for Preferred Name, but I don’t see this appear anywhere other than the detail tab of the contact’s card. On the Organization type - there is no field for a dba so we have issues here with our business clients where they have a legal name and dba. Any suggestions on

2 years ago

Vinnie StevensBeginner

asked in Ask a Peer

Tag multiple items in triage to one work in one go.

Is it possible to tag multiple emails in Triage to the same work in one go? i know this is possible when done one by one. For example i have had 5 emails from a client that all relate to the same piece of work, instead of individually tagging them each to that work can you select all 5 emails and tag them to the one work?

2 years ago

Rory CondonBeginner

asked in Ask a Peer

Emails not flowing through to Triage

I have a number of emails this morning that have not flown through to Triage. They are not in Low Priority and I haven't cleared them by mistake - they just haven't come through. Has anyone else had issues?

2 years ago

Mary-Clare SwitzBeginner

asked in Ask a Peer

#myweek - one off Work (not repeating)

How do I get a one off Work to show in MyWeek as ‘To Plan’ ???

2 years ago

10 Eslami MarshaBeginner

asked in Ask a Peer

Log in Issue

Is there a current problem with Karbon. No one in my office can get past the login Screen.

2 years ago

augieNPIBeginner

posted in Ask a Peer

Fraudulent emails flagged in Gmail, not in Karbon

Gmail will flag these emails with a very visual banner, like shown in this Google image search. With recent scam messages, Gmail will display this External senders message. The problem we are having is that none of this is visible within the Karbon interface. If we are not careful, we can easily mistake a message as real. We caught one recently that would have cost us thousands of dollars!!Is there a way to enable these messages within Karbon? What other security features can we lock down to make sure we don’t have any further possible issues?

2 years ago

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