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  • 594 Discussions
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594 Discussions

Stuart McLeod
Karbon Team
Stuart McLeodKarbon Team
posted in Ask a Peer

Do you have a client that is doing amazing things?

OK! You may have heard of the Accounting Leaders Podcast? Or you may not have. Doesn’t matter! Either way, this might be of interest to you, our esteemed Karbon customer.I’m looking for a partner or director of a firm to come on the podcast with an interesting or exciting or different or beloved client of yours. This client should be doing amazing things in the world. They might have grown a successful retail business or they could be saving the planet or curing cancer. The point is that their story must be interesting.What’s also important is your relationship with this client. I really want to hear from them what you mean to them as a client of your firm and what they mean to you. The journey that you have been on together is what really matters.If you have clients that come to mind, then I would love to hear from you. Reach out to me here or at stuart@ you know the rest!And yes - if we feature you on the podcast, I’ll get you some Airpods!

3
max
Sr. Karbon Community Guide
4 months ago
Jeremy Wells
Rising Star
Jeremy WellsRising Star
posted in Ask a Peer

Recurring events in My Week

I really need you to fix how My Week handles recurring events in Google Calendar.If I edit a recurring event in Google Calendar, My Weeks creates a duplicate: the original and the edited version. This should not happen. If I delete an instance of a recurring event in My Week and select “All events,” i have to “Sign In With Google” again. This should not happen. If I delete the recurring event in Google Calendar, the My Week events—original and duplicated—remain. This should not happen. Once I’ve signed in with Google again, only the single occurrence—not the entire series—I clicked on is deleted. This should not happen, and it is—as far as I can tell—impossible to fully delete all instances of a recurring event.All these errors make for a very cluttered and frustrating My Week calendar integration experience. Something is off in the integration, and it has been for months now.

6
Jeremy Wells
Rising Star
2 months ago
Amanda Lampi
Beginner
Amanda LampiBeginner
asked in Ask a Peer

Budgets in Repeats

If a work item is created and you forget to add the budget before setting up the repeat period, why won’t Karbon update the budget when you edit the repeat?  I’m finding that whenever I go to edit to add the budget estimate, it will not carry over.  The only thing that carries over is time worked on the task.  Any suggestions?  What am I doing wrong if so? Thanks so much!Amanda Lampi

1
Victoria Peters
Sr. Community Champion
4 months ago
Nevada Donnelly
Beginner
Nevada DonnellyBeginner
asked in Ask a Peer

Can I Retake Karbon Assessments?

Can I Retake Karbon assessments for the certifications?

1
Aliesa Jackson
Karbon Team
4 months ago
C
Beginner
Cheryl BookBeginner
asked in Ask a Peer

Karbon Storage

I have a document that is 49 KB that I am trying to upload to Karbon Storage but it will not allow me due to the fact that the size has exceeded 250 MG.  Has anyone run into this previously?  How do I fix?   

1
Aliesa Jackson
Karbon Team
4 months ago
J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Comments on a section with multiple tasks

Hi,We had clients complaining that when they receive an email that they have comments, they are not able to see which of the tasks has the new comment, they need to check each of them to see where it is. I’m wondering if any of you have the same issue and you go about it. Thank you

2
Victoria Peters
Sr. Community Champion
4 months ago
K
Beginner
Kevin DodgsonBeginner
asked in Ask a Peer

Is there a way to bulk-assign new employee previously-created work?

I’ve just brought on a new tax preparer and have him set up in Karbon.  However, I have about 100+ clients that have already signed engagement letters via Ignition and have those work templates already created with me as the preparer.  Is there a way to quickly bulk assign a bunch of them to him?  (Updating the work template should fix it going forward, but looking to avoid manually assigning each client to him) 

1
max
Sr. Karbon Community Guide
4 months ago
C
Beginner
Christopher GalieBeginner
asked in Ask a Peer

Adding Work Team

Can I assign a Work Team to all existing jobs without going to them individually? 

2
DianeK
Sr. Community Champion
4 months ago
Matthew Gonda
Beginner
Matthew GondaBeginner
asked in Ask a Peer

Triage Search Not Working

Is anyone else having issues where searching for a work item in triage (e.g., trying to attach an email thread to a work item) doesn’t work? Most of the time I try to add an email to a work item the item doesn’t show up -- I just get a blank search area.I reached out to support and they acknowledged this is a problem on their end, but it’s been 3 weeks now and no resolution. This is crippling the highest value tool Karbon has to offer.As you can see, it’s not returning a ‘no results found for…’ message, rather, I get this:[Karbon Search Error] 

2
DianeK
Sr. Community Champion
4 months ago
K
Rising Star
Ken RogersRising Star
asked in Ask a Peer

Deleting Repeating Work

When deleting the next repeating work item (lets say Q2 on a quarterly repeat) after Q1 is completed , will this delete future repeats for the item or is there another step to turn off the repeating item

1
J
Superstar
4 months ago
T
Beginner
Trevor SunnyBeginner
asked in Ask a Peer

Marking an email as unread

Hi, Any idea on how to mark an email as unread in Triage?Thanks in advance.

2
T
Beginner
4 months ago
Kamlesh
Beginner
KamleshBeginner
asked in Ask a Peer

Export Client Details

Hi Everyone, Does any one know how to export certain information of each client?I need to prepare a report of clients with their email and telephone number. 

1
max
Sr. Karbon Community Guide
5 months ago
george
Karbon Team
georgeKarbon Team
posted in Ask a Peer

🌡️ Temperature check: Social Networks in 2023

Hi Everyone, George from Karbon here 👋.I’m conducting a little survey on how people are feeling about social networking - especially twitter and their plans for tweeting in 2023. If you have an account. I’d appreciate a vote in the 👉 poll 👈 If not, I’d still be interested to hear you take on the state of social networking, how twitter’s acquisition affects your plans (if at all) and what you’re planning for 2023 in the social space.All the best.G 

5
Victoria Peters
Sr. Community Champion
4 months ago
AngelD
Beginner
AngelDBeginner
asked in Ask a Peer

How to view Overdue TASKS

Has anyone found a way to be able to view overdue TASKS for the whole practice? Not overdue Work, I’ve got that, but I haven’t been able to view overdue tasks and haven’t found an answer to this in the Karbon community yet.

2
AngelD
Beginner
5 months ago
K
Beginner
Kiersten BacociniBeginner
asked in Ask a Peer

INACTIVE

How do I make a client inactive if they don’t have any work? Because it just gives me the option to just delete but I don’t want to delete them.

4
DianeK
Sr. Community Champion
5 months ago
T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

Ad-Hoc Work

I currently use to-dos mainly to track email follow up, as there is no time and billing for to-dos.  That leads me to how to best setup ad-hoc work.  For example, client emails me and want me to find an old lease document.  I want to bill for this, so it will have to be a work item.  Do people recommend:Using an ad-hoc project with no tasks to track the work and remember to bill at that end of the work, or Do you have a generic work item where there are vanilla type tasks may not always be on point, but they help keep work on track.Thank, Tom

4
DianeK
Sr. Community Champion
5 months ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Ask a Peer

Upload documents when creating a note via API?

I use an Apple Shortcut to create notes in Karbon from an icon on my phone’s home screen, but it would be nice to be able to snap a photo at the client site and attach it to the note from my phone while I’m there.I could accomplish this by uploading the photo to the client’s file in OneDrive, snagging the link, and then passing it as input to the shortcut, but I would like to do something simpler and reliable for the people receiving and acting on the note in Triage.https://developers.karbonhq.com/api#operation/Notes_PostIn the documents I see that we can create HTML notes only. Am I understanding that properly?CC: @StuartK

0
max
Sr. Karbon Community Guide
5 months ago
K
Beginner
kclm484Beginner
asked in Ask a Peer

Can I Delete Archived Emails in Outlook

I have close to 200,000 cleared emails now!  My Outlook mailbox is starting to get full and now I have a question I never thought I would have to worry about.  If I delete the emails from the Archive folder in Outlook do I lose them in Karbon?If so, what is the fix to lower my usage in Outlook?

12
Aliesa Jackson
Karbon Team
5 months ago
David Perry
Superstar
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

5
max
Sr. Karbon Community Guide
5 months ago
Roy W Henderson Jr
Beginner
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.

4
Roy W Henderson Jr
Beginner
3 months ago
C
Beginner
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?   

5
max
Sr. Karbon Community Guide
5 months ago
DianeK
Sr. Community Champion
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

1
max
Sr. Karbon Community Guide
5 months ago
T
Rising Star
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

1
max
Sr. Karbon Community Guide
5 months ago
DianeK
Sr. Community Champion
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!

7
J
Rising Star
5 months ago
Cynthia Vincze
Rising Star
Cynthia VinczeRising Star
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 

11
David Perry
Superstar
5 months ago

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