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906 Discussions
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906 Discussions

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AllisonBeginner

asked in Ask a Peer

Printing Emails

Hello! I opened the “...” button but do not seem to have a print feature for my emails. Has anyone else encountered this? Is there an easy remedy? Thanks!Allison

2 years ago

Emily WilsonRising Star

asked in Ask a Peer

Privacy for managers - advice needed!

We are going live tomorrow after using Karbon as managers for a few weeks. Our work has been bulk uploaded and the team will be trained tomorrow morning. I knew that everyone can see one another's to do list (which I would like to restrict ideally), but we’ve just realised that everyone can see each other’s notes and emails too, for example HR issues. How are you handling this? I assume via work items in hidden clients? Any advice appreciated, please!

2 years ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Change repeating work's start date - is it possible?

Hi Karbon Community!I had a weekly bookkeeping client setup to start on Tuesday and to be due on Friday, but I just want it to start and be due on Friday.Is there a way to update the repeating schedule without deleting and starting over?I thought I could change the start and due dates of a work item and the repeater would take over from there, but that hasn’t happened.Does anyone have experience with this? The help articles and community topics mostly deal with setting up recurring work for the first time. -- Edit --Alternative answer from @LD7E:An add on to this option if there are a lot of recurring work items that need to be deleted. Set an end date on the current repeating work item that is a day or more before the next work item that has already been created. Once you save this it will automatically delete all future work items. Then you can go in and change the work start date of the last work item completed to the new day of the week you want the work to start and create the new

2 years ago

Morgan WintertonBeginner

asked in Ask a Peer

Mass Email

Is it possible to send out a mass email? We just got a new owner and we would like to be able to send out a letter to all of our clients all at once but we are not sure the best way to do this.

1 month ago

MariaVRising Star

asked in Ask a Peer

How to auto share emails for staff

Hello Karbon Community,I have a fairly new team member and am wonder if there is a way for me, as the admin, to set up auto sharing of his emails or is that a setting that only he can control. I am hoping that this is something that someone here has dealt with before.Thanks in advance.

2 years ago

Samantha TweddleBeginner

asked in Ask a Peer

Export client task responses

Is it possible to export responses from clients in client tasks? This would be a really handy feature and it would save a lot of time!!

1 year ago

AndrewBeginner

asked in Ask a Peer

Recurring jobs - dates not correct

Hi all, I’m new to Karbon and have been using it for a few months now for job tracking - going well. We are now about to venture into the next phase which is recurring jobs, particularly for Quarterly BAS and monthly IAS. So I have a job in the system for the September 2021 BAS for a client. Job starts 1/10/2021 and finishes 29/10/2021 (being the end of the month on a weekday). I go to create a recurring quarterly job using this job and selecting “quarterly” as the repeat settings. Looking at the repeat preview the first BAS job is Jan to March 2022 (completely ignore December BAS) and the job dates are starting 31/12/2021 finishing 28/04/2022. So the problem is the job can’t start 31/12/2021 as the month hasn’t even begun then - the job should start 01/04/2022 but I can’t for the life of me find a way of changing the start date on the recurring jobs? I’m clearly missing someting - HELP!!! :)

2 years ago

Mike LiangRising Star

asked in Ask a Peer

Visibility to comments

We now encourage a lot to use comments for internal communication. There is an indicator in the pane to show how many staff can see the message. But when I click that, I cannot see which staff has the visibility.I am wondering, what is the quickest way to do that in current version of KARBON? And quickest way to remove those staff who is not required to be notified. and I would be happy to see if this feature can be added directly to show the staff name when I click on the visibility number. I am wondering if other peer firm may have the same need.

2 years ago

DianeKSr. Community Champion

posted in Ask a Peer

My Week

Is anyone else excited to learn more about My Week? There is a Webinar today at 4 Central Time US. You should register for it even if you can’t attend. They will send you a recording. We have been testing it out at the Firm and are excited to learn more.

2 years ago

Mike LiangRising Star

posted in Ask a Peer

Search capability

I am wondering if other peers have the same feeling that the it is not convenient to locate and find the past emails, communications, notes easily. I am wondering it will be good if following can happen:Current search doesn’t show up the comments, but comments is now a very important communication internally Karbon encourage to replace emails for internal communication, so the search should cover comments to enable us to find past comments easily. When we search something, Initially, it should show up all the results no matter it is email, note, work or comments. the tab for emails, notes etc. can still be there, but it will serve as filter function.

1 year ago

Scott WastellBeginner

asked in Ask a Peer

How do I show incomplete tasks for a particular Job

Is there a way to show incompete tasks for a particular job

2 years ago

RoslynBeginner

asked in Ask a Peer

Exporting Tasks and templates

Is it possible to download the tasks or templates for tasks. It would be great if this was possible.

2 years ago

MiyaRising Star

asked in Ask a Peer

Karbon Email Signature

I was trying to add an email signature in Karbon with some images on it to make the signature fancy and look more professional. However, I noticed that some of our clients whenever they are receiving my email, most of the images on the signature are not showing or even just a box with no image on it. I also find it complicated to paste or create a graphical email signature in Karbon compare to Outlook. Anyone who has a workaround or having the same issues?

2 years ago

Mike LiangRising Star

asked in Ask a Peer

MariaVRising Star

asked in Ask a Peer

Does the Time and Budget feature only work if you are connected to QuickBooks Time?

In reading some of the Time and Budget posts, it seems that some firms are using the Time and Budget feature and they are not connected to QuickBooks Time. I don’t know that for a fact but that is the impression I get. Is that possible?I initially started the setup for the integration but never completed it. When I go to disconnect the sync I get a message that I will no longer be able to track time in Karbon. My thinking was to get more comfortable with the Time and Budget features before turning on the integration.I would appreciate any clarification on this. Thanks all!

2 years ago

NancyRising Star

asked in Ask a Peer

Outlook Emails Intermittently Not Pushing to Karbon Triage

One of our team members is not receiving all of his emails from his Outlook inbox to the Karbon Triage and we can't work out why.He has been receiving them just fine for quite a while and then recently noticed that there were a few emails from clients that have intermittently not been pushing across. Is anyone else having this problem?

2 years ago

davideignerRising Star

asked in Ask a Peer

Client task/reminders are being send on the weekend

We are new to Karbon (using it now for about 3 months). We like it, but we found one issue, and we can't think of any workaround, so I'm curious how other people deal with this.For client tasks and reminders, you can send the work automatically once the work hits a specific date or status, but the issue is that Karbon will also send it on weekends, compared to new Works, we can move it back to a Friday before the start date, but for Client Task and Reminders, we don't have the option, for example, to move it to the following Monday.We don't wan the emails to be send over the weekend for a few reasons;We don't want our clients should think that were in the office working on weekends. If I send them tasks during the weekend, the email might get flooded with all his other emails. I want it should be fresh in his inbox Monday morning.How do you deal with this?Thank you

1 year ago

TWDBeginner

asked in Ask a Peer

Sent email show from me? Not to who I sent to?

Have I missed a set up feature? When I look at my sent e-mails, they show that I sent them, rather than who i sent to. I would like to see who I sent it to instead.

2 years ago

Becca WilliamsRising Star

asked in Ask a Peer

How do you print client tasks for workpapers?

We are always looking to improve our processes and I was wondering how other people handled printing client tasks. Ideally, we would be able to use Karbon as a tax organizer but with the number of hoops we have to go through to extract the information it isn’t ideal.Currently, if we want to use a client task as part of a workpaper, we have to take a screenshot/snip of the page, paste it into Word and print that to pdf. It is inefficient, time consuming and doing screenshots can increase the file size drastically. We don’t love any of the other options available to us for client organizers and if we could do it through Karbon it would be amazing.(Yes, we have sent this suggestion in to Karbon many times through the feature request)

1 year ago

AccountedForYouBeginner

asked in Ask a Peer

Sending task to client - email search

Hey Karbon team & community When sending client tasks out, you used to be able to search by the organisation name and it would bring up all the emails from contacts associated. It no longer does this.So now my staff have to look up, who is the contact for that organisation, go back and send the task.Is there a better way to do this or is that being brought back to the search function in a future release.Thanks very much.

2 years ago

Mica ByrdBeginner

asked in Ask a Peer

Draft standard message and include in to-do?

Is if possible to draft a standard message and include that draft in the to-do for the day?

2 years ago

Santosh_HubaliBeginner

asked in Ask a Peer

What is the validity of Karbon Invite notification

Karbon Invite notification time limit : How long a Karbon Invite will be active. Let’s say a new user joining next week & I send invite this week Monday, so will it be active or need to send invite again ?

2 years ago

Mersal NasserBeginner

asked in Ask a Peer

Clear email in search

Hello All,Is it possible to clear an email(s) in the search area of Karbon. I have a backlog of emails and it is cumbersome to have to search for the email(s) in triage and clear it that way.If there is no specific way of clearing the email has anyone found a workaround?Thanks

2 years ago

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