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558 Discussions
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558 Discussions

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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

JanaBeginner

asked in Ask a Peer

maxSr. Karbon Community Guide

asked in Ask a Peer

Any plans to integrate Docusign into the portal?

Does anyone know if there are plans to integrate IRS compliant E-Signature software into the Karbon portal?

5 months ago

Susan VigilRising Star

asked in Ask a Peer

Karbon Side Menu

Before yesterday afternoon the side menu was always visible and I had the option to click on the X and hide it. Now the menu never appears and in order to see it I have to click the 3 bars at the top left. I don know what happened that changed it and I don’t see a way to change this. Can anyone help. Thank you.

9 months ago

Kim ClemmerSuperstar

asked in Ask a Peer

Best Practices for Clients with Specific Email Address Requests

Curious what your best practices are for situations where customers have specific requests for what email address you use for certain types of items. We have a number of customers that would like us to email them to their personal email addresses for specific items, and business addresses for other specific items, but it is not cut and dry. We are not emailing ‘all personal items’ to their personal email address, and ‘all business-related items’ to their business email address. This seems to be most specifically when someone else may have access to their business email address, so they want something business-related sent to their personal email address.It is quite difficult to manage these requests across customers, despite our best efforts, and aside from adding notes to every work item or the timeline there’s no super clear way to add this information that will be accessible when a colleague is emailing that customer, an inevitably we don’t do a perfect job at choosing the correct e

7 months ago

David SadowskyRising Star

asked in Ask a Peer

See all of one industry

In the accounting details of each client, it lists the industry. So for instance, I put in Brewery for some of them. Now, if I get an email that affects all my brewery clients - how do I find them? I went to the organization contacts and searched brewery and it didn’t pull up anyone that had that listed in the industry.

2 days ago

Nancy D'AmatoBeginner

asked in Ask a Peer

Subcontractors and tracking work assigned

All of my subs have their own practices so not sure that adding them as a Karbon user is the best idea. How can I track work I’ve assigned to them in Karbon for my own purposes?

1 year ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Write-off of time

Might seem like a dumb question, but traditionally using other WIP management/timesheet systems, when time is allocated to a client or work, and then billed, the remainder is written off or carried forward. We’ve then reported on unbilled WIP periodically to account for any time that could be billed that hasn’t been. My question is, given Billing hasn’t rolled out in Karbon:Is there even a need to write-off WIP at all? How does one report on unbilled WIP? How do you keep track of ad hoc time not associated with work?

4 months ago

MikeLiangSuperstar

posted in Ask a Peer

Folder Structure

By the chance of the implementation of connection of Karbon to our DMS-sharepoint, I am re-thinking our folder structure. Due to we are full service provider, there are too many level of folders and I cannot think of a way to avoid that, below is a typical folder structure and level we currently have:First level folder: client name2nd level: service type (ie, bookkeeping, financial report, income tax return, ad-hoc advice, etc3rd level: no.of financial year ,ie FY2022, FY2023, etc.4the level: if the work is monthly, there will be month no., e.g., July, August and so on and so forth5th level: nature of document, ie, workpaper, client PBC, review documents etc. What I am thinking specifically:Anyway to avoid using the folder, but we can still file the documents in an organized way and can search and find files very quickly when needed. I thought of Metadata, however, don’t know exactly how that is implemented If still using folder structure, is there any other better structure, like t

2 days ago

Charles WannamakerBeginner

asked in Ask a Peer

Placeholder in Work Names

Is it possible to add a placeholder (like <%client_name>) in a work template, so that when you assign work it automatically adds the placeholder to the work name? Example: Template Name: 1040 Individual Return <%client_name> Once work is assigned it becomes: 1040 Individual Return John Doe

6 months ago

Wendy BarnaboRising Star

asked in Ask a Peer

Time entry/reporting

Hi all! I wonder how all of you are managing to pull hours out of Karbon to use for payroll? We use Gusto, and pay hourly, so the hours that we would have in Karbon would need to be used to feed payroll. Can you share your process or any best practices that would help us figure out the best path forward? It would have to include “non billable” time that is not connected to a client. Thanks!

1 year ago

Mike RichardsonRising Star

asked in Ask a Peer

Notes API: Creating Notes via POST on Contact/WorkItem Timelines

Hey gang I’m hacking through some more python code, as per usual I create workitems for tax preparation appointments based on the company calendar and I would like to add a note to the timelines of these newly created workitems that list out the client’s entities based on data from our tax preparation software. using the following code, however, I keep getting this error:'{"error":{"code":"5001","message":"User profile is not the original author of the note"}}' here’s the code:headers = { 'AccessKey': ACCESS, 'Authorization': 'Bearer ' + BEARER, 'content-type' : 'application/json',}payload = { "Subject": "testing", "Body": "body", "AuthorEmailAddress": my_email_address, "AssigneeEmailAddress": my_email_address, "DueDate": date.today().strftime('%Y-%m-%d'), "Timelines": [ { "EntityType": "WorkItem", "EntityKey": "4C7lY7RwMQMV" } ]}data = json.dumps(payload)r = requests.post(baseUrl + '/v3/Notes', headers=headers, data=data) any

8 months ago

Melissa BallettaBeginner

asked in Ask a Peer

Employee Personal Emails in Contacts

Hello! We onboard our employees using a workflow we created. Often times their personal email is attached to the workflow given the communications are pre-employment. Some of our staff is having their personal emails show up in other colleagues contacts. Has anyone had this happen? Do you know why this happened? Should the staff that keeps being shown their colleagues personal email just archive that contact? Any input is appreciated as we have not run into this before.

1 month ago

scottkayBeginner

asked in Ask a Peer

Internal Practice management

Two things:1. I’m looking for information on managing my firms’ non-client matters.I know there is a video on setting up different Sales, HR, Finance, etc. Divisions and jobs out of that - that is the video/resources I’m interested in. (Note I’m not looking for “Effectively managing your firm’s internal operations” - this is a great webinar on setting OKRs and helping your practice grow by focusing on the right things)I am not not using the To-Dos very well - I'm not triaging my email to “trust myself” to go into To-Dos as there is a lot there to clean out - how do you manage with this?(Also I know there is a good video on this as well - if someone could share that would be amazing). Thanks!

1 year ago

JanaBeginner

asked in Ask a Peer

Text messaging in Karbon

Does anyone have a solution to add text messaging into Karbon? We would like to see client texts sent to our phones come into the triage just like email and be able to respond via Karbon.

6 months ago

CateRising Star

posted in Ask a Peer

Custom Reminders Not Turning Off When Client Tasks Are Complete

I have found that even when a Work item is complete, or when the Client Tasks are complete, the Custom Reminders are not automatically turning off.Is there a way to get EVERY Work item that has a reminder in a list so that we can turn off reminders one after the other without having to go into every single Work item? Or, can the Custom Reminders automatically turn off when the Client Tasks, or at minimum the Work item, is complete? There would be no reason for Reminders to stay on when the Work is complete...

1 month 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.

4 months ago

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?

4 months ago

Evan SmithBeginner

asked in Ask a Peer

Client Groups

Hi how can I download list of contacts/clients which are not added to any of the client groups?Thanks

9 months ago

StephanieBeginner

asked in Ask a Peer

Ticketing System?

I know the idea of Karbon is that everyone “owns” their email/tasks, but I have got to get out of everyone emailing me as the head of the company. I am going to explore ticketing systems, so I am curious to see if anyone is using those and how they can work with Karbon. I have a list of websites to check out, but I will prioritize a system that someone already is using with Karbon. I like Karbon for the workflow, so hoping to find something that works with it, so I don’t have to switch to a whole new system and recreate everything.

8 months ago

davideignerRising Star

asked in Ask a Peer

Contact Update Details Through The Webhook

When getting a webhook that a Contact/Organization/Group was updated, is there a way to see what exactly was updated? Which field?

4 months ago

Erin JamisonKarbon Team

posted in Ask a Peer

Question for everyone: Have you used the new Time & Budgets feature? If so, what's your experience been like?

As many, if not all, of you know we had a release for our Time & Budget feature where you can estimate and track time to jobs and people. If you’ve been using the feature, what has your experience with it been like?

2 years ago

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