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699 Discussions

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Imbi FinlaysonRising Star

asked in Ask a Peer

SmittyRising Star

posted in Ask a Peer

Sorting by Status in Work View

I’ve searched around to see if this has already been posted but can’t find anything. Apologies for the duplicate if so.Is anyone else seeing that the Status column doesn’t sort in a logical/useful manner in a Work List View? We would expect this sort to be ascending/descending on the value of the Status field. However, it doesn’t appear to work that way.I contacted Karbon support about this and they said: The Status column is sorted by the due date (the earliest due date first) of the work-item, and then in ascending order of the name of the work-item and then to break a tie the ID of the work-item. Can anyone else make sense of this? Should I submit a “feature request” to try to influence a change? Or am I looking at this incorrectly?

2 months ago

Trevor SunnyBeginner

asked in Ask a Peer

Unable to submit and confirm the TIME ENTRY.

I am not able to submit TIME entry in karbon. Below is the error that pops up and the screenshot of the same;This date is within a locked time period. If you need to add a time entry on this date, contact your Timesheet Admin.Kindly help!Thanks in advance.

2 months ago

AntoniyaB.Superstar

asked in Ask a Peer

Client tasks - Quick access link

Hi everyone, I use client tasks to request information, however I am not sure if the client received the list OK (or whether it may have landed in their Junk mail). Is there a way for me, instead of setting up recurring reminders via Karbon, to get in touch with the client personally via e-mail and ask them if they did receive the tasks list, and if not - to add a link to it?Many thanks,Antoniya

2 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

External links/hyperlinks in Karbon not working

I cannot find this issue discussed anywhere else. When I paste a hyperlink in an email within Karbon, the link does NOT work when received by the recipient in Karbon. If the email is generated in Outlook with the link pasted in, then the link DOES work when received by recipient in Karbon.Is this a known issue and is there something I should be doing in Karbon to ensure that the recipient can open the link, without having to use the Outlook workaround?

2 months ago

StuartKKarbon Team

posted in Ask a Peer

How do you use e-signing/e-signatures?

Hi all,As part of building our understanding of which e-signing approaches are used across Karbon customers, we’d love to know more about the tools (such as DocuSign, Adobe Sign, Go Proposal, Ignition, etc) you use to collect signatures and approvals and the workflows in which you use e-signing.Leave me a message below of send message if you’d like to chat.Thanks!Stuart

2 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Auto-assigning client manager

Is anyone having issues with Karbon auto-assigning Client Manager role to a client?I have started noticing that I am Client Manager for many clients, when I shouldn’t be. This area should be blank for us as we don’t have a dedicated Client Manager for our clients.

3 months ago

Marshall MartinBeginner

asked in Ask a Peer

GoProposal vs Practice Ignition and why?

Both companies claim to work well with Karbon, but I’d like to know about your experience and why you chose one over the other. We’re leaning towards GoProposal, but it appears that most Karbon users using this type of app prefer Practice Ignition. Does Practice Ignition integrate better? Is there less manual work in Karbon after signing an engagement? Please share your experience so we can make an informed decision.Thank you!

3 months ago

augieNPIBeginner

asked in Ask a Peer

Can I setup access to a clien'ts own OneDrive, and have it live only in that client's profile?

We are onboarding a client who uses the Microsoft Cloud. Can we connect their OneDrive to only their profile in Karbon, to comply with their security standards? We work primarily in the Google Cloud, and want to work as harmoniously with their environment as possible.

3 months ago

Cindy HartRising Star

asked in Ask a Peer

VXT

Has anyone looked into moving over to VXT? I signed up for a demo, I really like that it is integrated with Karbon but have some questions about it. If anyone has used it or is thinking about it would love to hear your thoughts about it.

3 months ago

Rachel_SmithBeginner

asked in Ask a Peer

client task audit trail

Is it possible to see who checked off a client task as complete? Specifically, whether the client checked it off or whether a team member checked it off?

3 months ago

Megan RobertsBeginner

asked in Ask a Peer

If you could build your Karbon database over again, what would you differently?

Hi! We are still testing Karbon and loving it so far. I am interested in what you as current users would have done differently in establishing your database now that you are living in it every day? Any feedback is greatly appreciated!

3 months ago

Xavi MendezBeginner

asked in Ask a Peer

Is there a way to attach older emails to work items, if the Karbon user itself is relatively new?

Hi! So basically my firm has a large client which we designated a specific email for any correspondence from them. OInly yesterday did we finally create a Karbon User for this email, so we could attacxh any emails from them to the work items. Ideally our firm, wants to go back and have all the older emails appear in triage to attach them to our clients timeline and work item. Is there a feature/setting within Karbon that allows that or will we only be allowed to attach new emails in the triage to our client’s work item/timeline? Thank you!

3 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Stop seeing work you're not assigned in My Week

Currently if we assign someone a role for a task in a work item, the work item appears in their My Week, even if the work is not with them currently.I understand some people like to know what work they have coming up, however some people really don’t cope well with this, especially admin staff who have a role in almost every piece of work that gets created.Is there a way to stop seeing work in My Week where a task is not actively assigned to you? Other than just applying a filter?Clearing out jobs sitting on Planned etc takes up a good chunk of admins day.

3 months ago

Bec JohnstonBeginner

asked in Ask a Peer

Quarterly management accounts

Hello, we’re new to Karbon (and I’m new to accounting!) and I’m in the process of setting up Karbon for our firm and having a pratice with the work templates and dummy accounts. There’s a template for management accounts however its on a monthly basis. Do you know if there’s a quarterly option?

3 months ago

Rhonda ZlatanovskiBeginner

asked in Ask a Peer

Client Task Error

I have updated a client contact email. When I sent a client task to the new email I am getting the following error: Validation error for client Task Group with [clientTaskGroupPermaKey=4qd3fLsQvJPk] for tenant with [tenantPermaKey=8nLJnwZYFc8] Does anyone know the fix for this error? I have followed up and tested the email outside of the client task and it is a valid email. Thank youRhonda ZlatanovskiGBA LLP

3 months ago

Trevor SunnyBeginner

asked in Ask a Peer

Work item not showing up on the Client Portal.

I created a work for a client nonetheless, it’s not showing up on the client portal. Kindly help.Thanks in advance!

3 months ago

David SadowskyRising Star

asked in Ask a Peer

What feeds into budget overview?

I have set up my client with some time estimates: Note - these estimates are in both completed work and the upcoming work.Now when I go to my client’s time and budget screen, the budget overview says 0.Am I supposed to be putting a budget for the client somewhere else besides inside each work item?

3 months ago

Cynthia VinczeRising Star

asked in Ask a Peer

Access to the Template (In-house &) Library

Karbon Community Team!I’m trying to grant access to my employee so that he can help me work on templates. I had no idea that he did not have access! I went into Settings > Profile > Permissions.As a standard user, I would have expected him to have access to Work > Templates…. with the goal of helping me create and improve my templates. Do I really need to make him an admin user to achieve this?@max

3 months ago

Stephen RoosBeginner

asked in Ask a Peer

Adding additional timelines to notes in tasks

When a comment is added to a task, the comment is automatically assigned to that task in the Timeline. However, there doesn’t seem to be a way to add additional timelines to that comment.In my specific scenario I have a comment in a task related to Q2-2023 estimated taxes. I want to be reminded about the contents of that comment when I review the Q3 and Q4 estimated tax Work Items, and maybe when I prepare the tax return after year end. It would be simple if I could add the comment to more Timelines. Otherwise, the only workaround is to remember to cut and paste the comment into another Work item, Task, or Contact timeline, correct?

3 months ago

Heidi TedhamsBeginner

asked in Ask a Peer

Individual Contact as Organization?

Does anyone have individual clients set up as organizations? We have been operating fine with them as a contact until our recent integration with SuiteFiles. “Contacts” do not sync externally from Karbon, but Orgs do. Before we go through the whole list of our individual tax playing clients and make them into identical existing organizations, I would love to know if anyone has knowledge regarding this. Would a contact having the same name as an organization present any workflow issues? Otherwise for context our current setup is:Individual tax client = Contact - “Client - Individual Tax” Joint tax clients (individually, i.e. First, Last) = Contact - “Client” Joint tax clients (joint) = Org - “Client - Joint Tax” (both contacts from above linked to this org and work done at this level) Businesses - Org - “Client - Business entity type” Client Groups are created for anyone with more than one organization and we put all orgs and contacts under client group for visibility of work items, as

3 months ago

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