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551 Discussions
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551 Discussions

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David PerrySuperstar

asked in Ask a Peer

Work Filter clearing when I leave and come back (driving me CRAZY)

So… I am wondering if I accidentally changed a setting in Karbon. It used to be, when I used the filters in Karbon, let’s say I filtered by a specific client, to see all the work items for the client. If I selected a work item to look at the details, I could go back to the work section with my filter still active (I could still see all the work for that specific client). NOW, when I do this, my filter disappears and I have to filter all over again, it’s frustrating and wasting so much timeOddly, if I use one of my saved views, select a work item, look at it, and go back out to work, my filter is still there. It seems in the past few months, it has been like this. But, it did this once before, and then it went back to saving my filters when I went in and out, and now it’s back to not saving the filter. Not sure if it’s a cache issue, or Karbon doesn’t keep the filter anymore if you go somewhere else and come back unless it’s a saved view. But I don’t like this and hope there is a wa

3 months ago

Roy W Henderson JrBeginner

asked in Ask a Peer

CCH Axcess Engagement

Does anyone use CCH Engagement and/or looking to move to the cloud version when Axcess Engagement is ready? Thinking maybe we could share ideas / thoughts.

1 month ago

crow33Beginner

asked in Ask a Peer

Task assigned to someone else

Hello I’m looking for a best practice clearing my triage. Tasks that are part of a recurring work and assigned to a colleague will come to me for questions. I can’t assign it to myself, nor add to my week and end up keeping these questions in my triage until I can address them. Is there a better way to handle this situation?

3 months ago

DianeKSr. Community Champion

asked in Ask a Peer

How do I get a copy of this video to my clients?

There is a video I would like to send to a client about the new portal access. It says you can send a copy, but how do you get a link to send it? Is it just the help article link? Can they access it without being a community member?https://help.karbonhq.com/en/articles/6403578-client-portal-how-to-guide

3 months ago

Tom KneelandRising Star

posted in Ask a Peer

iPM sync

I was told today by my Intuit representative that IPM sync with Lacerte is flawed and as such will no longer be sold. Not sure what that means. Karbon HQ please build your own sync or help Intuit fix the issue. Without the suns the value proposition is much lower. thanks? Tom

3 months ago

DianeKSr. Community Champion

asked in Ask a Peer

Power BI Resources

I have recently been assigned to start working with Power Bi for our firm to pull reports. Does anyone have any great training videos or articles to share? Thanks!

3 months ago

Cynthia VinczeBeginner

asked in Ask a Peer

Finding Unassigned Tasks in Work

Hey Karbon Family!Is there an easy way to find Unassigned tasks in work? When setting up some tasks/repeating I chose “assign later”. Where can I find these to correct them? I realize now this was an error...oops!Thanks, Cynthia

3 months ago

crow33Beginner

asked in Ask a Peer

maxSr. Karbon Community Guide

posted in Ask a Peer

Philly-area Karbon Users Get-together -- would anyone join?

I’m in the Philidelphia, Pennsylvania, USA area for a while and I was wondering if anyone else was nearby. Maybe we could get a little happy hour or something going.Is anyone nearby and interested in enjoying some good food and drink, and meeting each other in-person?

3 months ago

Alex SmithBeginner

asked in Ask a Peer

Sending payslips to employees

I need to send pay slips to both the admin of an organization each month, and individually to each employee. We send pay slips as attachments to client requests. Please can someone tell me - do I create the contact for each employee as part of the organization create the employees as individuals, not connected to the organisation?I don’t want the employees to be able to access the clients account.

3 months ago

Debbie TheobaldBeginner

asked in Ask a Peer

My Client Wants to Access their Responses to Client Tasks

My client wants to be able to view his client task which relates to payroll and timesheets/hours. He provides us in the comments the hours his staff has worked but wants to be able to go back and view his response.Once the Work Item has been completed, does this mean that he can’t access that anymore?I have created a test Work Item with Acme Corporation and noticed that when I communicate, the client doesn’t receive a new email with any additional comments. Is this the norm?

3 months ago

Joe CarufeKarbon Team

posted in Ask a Peer

Opportunity: Part-time/flexible Contract work onboarding new Karbon firms

Hey Karbon Community!Joe Carufe here with the Professional Services team. Karbon is looking for contract Karbon Experts with deep knowledge and experience using Karbon to partner with customers on their change management journey and teach them how to build processes in Karbon to optimize their firm’s efficiency. If the below sounds like something you’d be excited about then shoot me an email (joe@karbonhq.com) and we can have a chat. As a Karbon Expert, you will... Facilitate overview sessions of our customer’s Karbon setup and revise and/or update settings to best suit their needs Lead training utilizing the “See one, Do one, Teach one” method where you will show the client how to build a template in Karbon, guide and instruct the client on how to build one themselves, and ultimately help the client reach the point where they can teach others in their firms to do the same Maintain knowledge of and share best practices with our end users About You Deep knowledge and experience us

3 months ago

Gillian KirkmanRising Star

asked in Ask a Peer

Annual repeating jobs showing already despite create work date no until Feb 2023

Hi allProbably user error but, as we work through our 2022 annual accounts jobs I am setting them up as a recurring annual job, all repeating in May 2022, and the Create Work date is 3 months before it starts. The reasoning being 1st February next year we can spend some time planning for when to schedule these jobs in and then move the due dates as appropriate. The problem is. as we have finished the 2022 jobs, I have a heap that have already gone and created themsevles. I can go into those jobs, look at the repeat, it def says starts 1 May, create work 3 months before it starts, create tasks 1 day before it starts, yet there are all these 2023 jobs on our annuals list. So frustrating. I know I could set the filter to try and exclude jobs starting after 1st February 2023 but my question is why are the jobs creating now and ignoring the instructions?

3 months ago

Kathy CogginsBeginner

asked in Ask a Peer

Admin mgmt of partner email (triage)

Is there a way for my admin to manage my triage in box? (A pre-triage, if you will)? I would love to have my admin pair down my inbox for me…. In the same way that colleges can see “my week”, can I also set up the ability for my admin to toggle between my triage and their own? (this would also be great for expected team absences, such as vacations…)

2 months ago

Randi RoseBeginner

asked in Ask a Peer

How do we get notes from a work item to show up on the main timeline?

How do we get notes from a work item to show up on the main timeline? When we add notes to a work item for a client, it does not seem to transfer to the client’s main timeline.Am I missing something?

3 months ago

Benjamin QuickmireBeginner

asked in Ask a Peer

Sureprep Workflow Templates

We are adding Sureprep as a tool for this tax season. I was wondering if anyone has/or would like to share a workflow template which incorporates using Sureprep.

4 months ago

Gina HamiltonRising Star

asked in Ask a Peer

Onboarding Template for Gusto Clients

Hi there! I’m new to using Karbon, and I’m also a new business owner. I only offer payroll services through Gusto, and I am wondering if anyone has any advice on best practices for a client onboarding template related to onboarding a Gusto client? The onboarding template in Karbon’s library didn’t really apply. Any help or suggestions would be greatly appreciated!Thank you!

4 months ago

Wayne CecilBeginner

posted in Ask a Peer

Send from Different Email Addresses

Sometimes my team and I need to send an email using a team email address to email our clients instead of our own email addresses. Can we send an email from a team email address in Karbon?

4 months ago

Joel BreierRising Star

asked in Ask a Peer

Email threads in "My Week"

Hi,I see that if I put an email into “My Week”, further conversation in the email is not automatically added.Why is it like this? And Is there a way to get around this and make sure that the thread is being added into “My Week”?Thank you

4 months ago

Lauren BeBeginner

asked in Ask a Peer

Billing - Exporting to QBO (Setting Up)

When exporting the invoice data to CSV for QBO, I noticed that the Work headings (ie. “Monthly Accounting for Jan 2022”) would be prepopulated in the “ItemDescription” field, which would be imported into QBO as “Monthly Accounting for Jan 2022”.For my invoices, though, I like to have a narrative, like “Preparation of the Monthly Accounting for Jan 2022” or “Preparation of Sales Tax Return for Quarter 1” rather than an abrupt listing.Does anyone have a workaround? I know we can edit the description in the csv file, but I’d like to get it to streamlined.

4 months ago

Terri SvihlaRising Star

asked in Ask a Peer

karbon time - no start and stop times in record

Hello all! We are wanting to move towards use of the time, budgets and future billing features of karbon. When we moved to karbon a year ago we also moved to QuickBooks Online and QuickBooks Time for our time and billing process. For various reasons billing in QuickBooks Online is not working well for us. The main reason we did not initially go with karbon for time was the lack of seeing and editing start and stop times, only having time duration. How do other firms work around this? It seems for DOL purposes that we should have a record of when an employee starts work and ends for the day and has a lunch break, etc. Do you use karbon timeclock for limited purposes and use another app for time for payroll, etc.? Or, am I missing something? Is there a workaround to track/notate the start and stop times? I think I need to show other managers in our firm the positives of having the time entered in karbon for productivity and budget measurement and planning purposes, but I will ne

4 months ago

SamGSr. Community Champion

asked in Ask a Peer

Karbon Practice Intelligence: Field that should be available is not available for use in a measure

Per this article: https://help.karbonhq.com/en/articles/6524704-kpi-table-and-column-names BUDGETED_COST The budgeted cost for a work item. is an available field in table: WORK_ITEM_DETAILSWhen I try and create a measure in that table, I can’t use the field BUDGETED_COST.Anybody know how to resolve?

4 months ago

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