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1,043 Discussions
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1043 Discussions

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JASBeginner

asked in Ask a Peer

Work Status

I am modifying the 1040 template for our firm. I have a Task in the Preparation step which has been marked “Waiting for Client”, however when I go to the All Work filters, I don’t see this task listed under the “Waiting” filter. How do I correct this?

2 years ago

Maya PallottaBeginner

asked in Ask a Peer

Most recent contacts

Does anyone know if it is possible to filter your contacts by added most recently? Thank you in advance.

2 years ago

Stuart RamsayBeginner

asked in Ask a Peer

Work Assignee

How do others tackle overall work assignee’s when it’s a long project and there’s multiple people involved?. Our Annual Financial Statements work can last up to 9 months and involve 4 different people, in different roles (Accountant, Client Manager, Partner & Admin). Currently we assign the overall work to the Client Manager. However, that means that lots of stuff appears in their My Week, when they don’t actually have to do any tasks on that project until it is already substantially started (Admin & Accountant take care of everything up to work review stage) I have seen on a webinar the use of dummy team members, using fake email addresses, and wondered if that was a solution. When looking back, I can’t find the webinar now...I think it was something mentioned in a Sara/ Andii webinar. Anyone use this facility or can point me in the right direction, please?

2 years ago

Lachlan MacindoeKarbon Team

posted in Ask a Peer

Your #2021inKarbon snapshots!

Karbon customers! Keep an eye out in Triage for a small surprise today — your personalized #2021inKarbon snapshot. We hope this serves as a timely reminder of just how much you did during what was another challenging and turbulent year for most. Small ask— share with others what you achieved! If you enjoyed receiving this, we’d be grateful if you shared a link to your snapshot on social media using with the #2021inKarbon hashtag and mentioning our Karbon profile. Let’s fill up everyone’s feeds with #2021inKarbon!!!

2 years ago

Tracy LampronBeginner

posted in Ask a Peer

clearing items from Triage

Anyone else having issues with clearing items from Triage this morning, every time I go back from work to triage the items that I have cleared reappear! thanks

2 years ago

AndrewRising Star

asked in Ask a Peer

Un-billable time tracking

Hi all,Just a quick query on how people track un-billable non-client related time within Karbon. With the advent of staff working from home due to COVID mandates in our area I’m keen to track all work undertaken by staff, not just the billable elements and not just those related to specific client work (billable or otherwise). Any suggestions as to how this is handled that would be greatly appreciated.

2 years ago

Jenelle EBABeginner

asked in Ask a Peer

Copying individual tasks one section to another section

Hi I have a one-off project that involves the same admin work relating to several clients in my practice, and I would like to copy the tasks I have created for each Client Section to all the others. Is there an easy way to do this?

2 years ago

Megan SellsRising Star

asked in Ask a Peer

How can I share contacts with my whole team?

My team is new to Karbon. I have set up all of our clients and the primary contacts for each (usually the owner and an office manager). This is based on our old client database and my email contacts (imported from Gmail). I added my team to each organization as “other colleagues,” so that they can see communication, work etc for each of our company clients. We are running into an issue and I’m hoping there are solutions even though I can’t find any other topics that cover this: My People contacts are not visible to the rest of my team. The People contacts don’t have the same field to add colleagues, and I don’t see any setting where I can make my contacts universal.

2 years ago

Lovie

asked in Ask a Peer

Template for Tax Organizer Process

Is there a Karbon template or workflow available for the (end of the year) tax organizer process?

2 years ago

AndrewRising Star

asked in Ask a Peer

Effect of entering new client tasks after initial email sent.

Hi all. So I’ve setup a client task, sent the email to the the client requesting information and then noticed a further query. I’ve now updated the client task with the new item. Do I need to resend the email or will the client see the new task automatically? TIA

2 years ago

Christian SoguelBeginner

asked in Ask a Peer

new API's to connect time in Karbon with other cloud apps

We are currently using a cloud-based ERP solution to manage our time sheets, but would like to use Karbon instead to manage time sheets. however there seems to be no API allowing us to perform such operation. Can you please let me know when you plan to develop further API’s to allow greater automation with other apps.Thank youChristian

2 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

Colleague Utilization - Exporting Time

Does anyone know if there is a way to export the Colleague Utilization information such that time is exported in hours, like how it is visible in Karbon? When we export, all the time is in minutes… And my brain doesn’t work in minutes past 90 minutes - lol. vs exported:

2 years ago

JoyBeginner

asked in Ask a Peer

Using Karbon Time exclusively without Tsheet going forward

Hi, all, I wonder if anyone has stopped using Tsheet and started using Karbon Time exclusively. I have both sync at the moment, but I would like just use Karbon going forward. When I disconnect Tsheet, I cannot clock on Karbon Time. Any idea how to fix this? Thanks,Joy

2 years ago

Tammy HendrixBeginner

asked in Ask a Peer

My work week view: overdue items

If I am using the my work week view, what happens to items that I do not complete with in the week?

2 years ago

JarvisBeginner

asked in Ask a Peer

How to create a work template or work item with NO client

There are some processes each year in our tax practice that are done in bulk and are not attached to a specific client. The task in question is software updating and data rollover, although there are several more that I would like to be able to schedule in Karbon.When I create a new work template or item, the Client field must be filled in order for me to create the work. I have tried selecting different Work Types, and that has not helped.

2 years ago

Diane AmatoBeginner

asked in Ask a Peer

Disassociate an organization with a person

We have a married client who got divorced. We originally set them up individually in Karbon and then associated them with an organization, i.e., individually: James Smith Jane Smith Organization: Smith, James and Jane. The work was associated with the organization for the couple.Now that they are divorced we will still complete their individual returns. I made the organization inactive and removed it from the individual records. However, when I look up Jane Smith the organization still appears in parentheses next to her name. I thought that removing the association in her individual record would eliminate it so I was surprised to see it.Any ideas on how to remove this association, assuming it can be removed?

2 years ago

Bovard CPABeginner

asked in Ask a Peer

What is best practice for Invoicing in Karbon workflow?

2 years ago

Terri SvihlaRising Star

asked in Ask a Peer

Emails copied or shared with colleagues automatically

We are considering a team member change for a client that we do extensive bookkeeping work for. We often assign some facets of the work to interns or junior staff and rotate that work so that they get new client experiences. That said we don’t particularly want our client to be aware that another junior staff or intern is doing their work! The client emails the currently assigned junior staff with task information, etc. How do we best use client teams or any other karbon features that would automatically assign emails from this client so that the new intern assigned as well as other team members working with this client will get information needed to do the bookkeeping work? Does the team member that is the email recipient get the email in his triage and then tags it to the work and that is how the other team members get notification of the email? Or is there a setting that would put all emails from that client in the triage of all team members?I am new to karbon and still learni

2 years ago

Ben ZacharyBeginner

asked in Ask a Peer

Any effective tips for pausing triage?

I’ve turned my triage notifications off, which is great! However, any time I use the navigation bar, it shows me an updated total of how many unread items are waiting for me in Triage. This pulls me back in to Triage when I should be focusing on work. Any tips for avoiding this? Or is there a way to stop the navigation bar Triage counter from showing?One potential solution I’m going to try is to just close the navigation bar, and save browser bookmarks so I can navigate that way in Karbon to different modules so I don’t have to open the navigation bar back up.

2 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

FIFO/LIFO

Hi y’all!We typically use the date a client drops off tax documents to help determine their place in the prep order. Any suggestions or ideas on how to best track work in a FIFO order? Thanks!!Kylene

2 years ago

mmaliberatoreBeginner

posted in Ask a Peer

Feature Request - Client Group Level information

Hi Karbon,Would you please consider including a “Group Level” client information section, which flows through to all members of the group. Currently, we need to edit team members for each entity.The other information (notes, etc) flows through the timeline in the “Client Group” contact, which is awesome.However, if we need to change, for example, client team members, we need to do this for each entity, and also for the “Client Group” contact. This is necessary for “@team” purposes, etc.There may be “entity by entity” matters which needs to be changed at an entity level. That is ok, and I’m not suggesting changes in this regard.Perhaps there is a “Client Group” field/section which only triggers when an organisation or contact is linked into a Client Group. That way, any information changed in this “Client Group” Section flows through to all the other group entities and the “Client Group” contact.Cheers,

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

I’m looking for a way to send an automated email to client IF an extension is required for planned work.The work would start on 1/1 with a planned as work status. i would like to have the client emailed after a certain number of day if the work status is still has a work status of planned. Is this possible?

2 years ago

MiyaRising Star

posted in Ask a Peer

To-Do List Notification?

Anyone here thinking that it will be a good feature if you will get a notification or just a simple “red” bell icon at the top that you have a pending due on your to-do list?

2 years ago

Kaitlyn PorcheBeginner

asked in Ask a Peer

Font Color of Statuses

Does anyone know why some of the statuses show up as green and others do not? What designates a status to show up green or not? I have attached a screenshot for reference.

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

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