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  • 304 Discussions
  • 1,195 Replies

304 Discussions

Imbi Finlayson
Rising Star
Imbi FinlaysonRising Star
asked in Ask a Peer

Setting up recurring Monthly IAS/BAS jobs in Karbon

We have clients with monthly Instalment Activity Statements (IAS) reporting PAYGW, but every 3rd month (last month in quarter) it is a Business Activity Statement (BAS) reporting both PAYGW for that month and GST for that quarter.Now i cannot set up a recurring job for the IAS alone, as the recurrance would be 2 months out of every 3 months. I have set up a monthly recurrance as all the team understand the third month is a different statement, however we charge some clients a different amount for the IAS and the BAS.Does anyone have a solution for this?

4
Imbi Finlayson
Rising Star
3 months ago
M
Beginner
Martin McEwenBeginner
asked in Ask a Peer

How do I replace a user?

If we have an employee turn over, how we we replace the details on that user with a new user? (I can edit everything except the e-mail address.)

4
J
Superstar
8 months ago
A
Beginner
Ashleigh MuirBeginner
asked in Ask a Peer

Client Task Link Expiring

We have a few jobs checked in for the 2022 Financial year and clients uploading documents to the client task we have sent out for this but the link keeps expiring, does anyone know how to stop it from expiring so the client can always access that same task? 

4
Cate
Rising Star
4 months ago
Scott Wastell
Beginner
Scott WastellBeginner
asked in Ask a Peer

How do I show incomplete tasks for a particular Job

Is there a way to show incompete tasks for a particular job 

4
AntoniyaB.
Rising Star
8 months ago
max
Karbon Community Guide
maxKarbon Community Guide
asked in Ask a Peer

Change repeating work's start date - is it possible?

Hi Karbon Community!I had a weekly bookkeeping client setup to start on Tuesday and to be due on Friday, but I just want it to start and be due on Friday.Is there a way to update the repeating schedule without deleting and starting over?I thought I could change the start and due dates of a work item and the repeater would take over from there, but that hasn’t happened.Does anyone have experience with this? The help articles and community topics mostly deal with setting up recurring work for the first time. -- Edit --Alternative answer from @LD7E:An add on to this option if there are a lot of recurring work items that need to be deleted. Set an end date on the current repeating work item that is a day or more before the next work item that has already been created. Once you save this it will automatically delete all future work items. Then you can go in and change the work start date of the last work item completed to the new day of the week you want the work to start and create the new

4
max
Karbon Community Guide
8 months ago
S
Beginner
Stuart RamsayBeginner
asked in Ask a Peer

Esign v Client Task

Hi all,We’ve recently signed up to Karbon and are getting into setting up our processes in the appWe currently send out documents, such as VAT returns via E-Sign software and are considering whether to continue with that approach or switch to sending the VAT return out as a Client Task, to be ticked when approved.E-Sign feels to have more of an audit trail and legality behind approval, whereas Client Tasks feels to be making the process easierAnyone been through the same though process?

4
max
Karbon Community Guide
7 months ago
MikeLiang
Rising Star
MikeLiangRising Star
posted in Ask a Peer

More Control of normal user's access

Dear peers, I would like to understand your practice and logic of Karbon in managing access of the users to some certain change in key job management information.Facts:work assignee do not have experiences and authority to decide the start date and due date of a work. In my firm, manager decide who work on which work, and in what time frame.However, in Karbon, all users are able to change everything in a work setting, budget, fee, declines, starting date. It is becoming messy and lack of control/supervision and we cannot measure the result (say deadline meeting status) for each staff, since it is just one click for them to move the deadline or other information. I would like to understand how other peer firm is monitoring and controlling this? What is Karbon’s management logic behind this? I understand Karbon may encourage open and transparent work culture. But without saying dishonesty of team member, junior team member normally only does the work and have basic technical skills, but

4
max
Karbon Community Guide
4 months ago
T
Rising Star
Terri SvihlaRising Star
asked in Ask a Peer

Documents in karbon that are live

Hi, we are a new user, still working on our configuration and learning. We had in mind that we could attach a live document to a work item. But, I am now realizing that any time we want to update the document (like adding this week's payroll to an annual based payroll workpaper file) we would have to download the document, update it and then upload the changed file back. So, it seems that karbon is not meant to work efficiently with live documents. Am I missing something? I hope I am stating my concern clearly and apologize if not. For example, as we are doing payroll work, in our current system we would have a payroll prep workpaper pdf file. Each time we prepared payroll we would add bookmarks and the next payroll prep workpapers to this same pdf document. Now it seems we would not so efficiently be updating the workpaper pdf file, if it is stored in karbon. Documents that are stored in karbon seem like they are best if static?How do other firms incorporate the information that is co

4
Rebecca Williams
Superstar
4 months ago
R
Beginner
Renee AllanBeginner
asked in Ask a Peer

repeating work

 Hi all, How can you see all repeating work that has been created in Karbon?thanks

4
max
Karbon Community Guide
7 months ago
Adam Kusnierek
Beginner
Adam KusnierekBeginner
asked in Ask a Peer

How to have oversight of all work for a given client (Including notes and emails)

Our team has posed the question, whether we should use a basic ‘ad hoc’ work assignment template, instead of assigning emails and notes as tasks. This is in the context of small ad hoc tasks that come through from clients, for example if a client calls and asks for details from their accounts.If I receive that call, I will usually create a note, and then assign this to a team member to action. The question is whether we should use a ad hoc work assignment template instead, which has a basic action stage, and then review stage for whoever assigned the work.This would then show all client work and tasks, in one easy to identify place, being the client’s work screen, and would also mean that the person setting the task will automatically receive a task to review the work once it has been actioned.Any thoughts on whether this would be worthwhile trialing or implementing, or whether we are going against the way Karbon intend for us to use the software?

4
Adam Kusnierek
Beginner
7 months ago
max
Karbon Community Guide
maxKarbon Community Guide
posted in Ask a Peer

Anyone using the API?

Hi All,I’m starting to dig into the API a bit and am having some trouble getting it off the ground. I’m a beginner, but a quick learner and I feel like I’m missing a small piece.What I want to do is refresh my work list in an Excel document so I don’t have to keep exporting reports from Karbon for my capacity planning. I think I’m missing an important step in how Karbon authenticates the connection.Here’s what I have for my query in Excel:And here’s the error I’m getting:I’ve tried a couple different things with no difference. I don’t want to hard-code the API Key to the query, but I’ll try that next to see if it works.I did notice that when you use the copy function from the website, it pre/appends spaces to the string. I removed both spaces and it still won’t authenticate.

4
amlbmo
Rising Star
3 months ago
T
Rising Star
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

4
BrooksW
Rising Star
6 months ago
Miya
Rising Star
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? 

4
Victoria Peters
Superstar
7 months ago
Jeremy Wells
Rising Star
Jeremy WellsRising Star
asked in Ask a Peer

My Week "To Plan" 😬

Am I the only one thinking I’m finally getting a grip on My Week, then notices there are 218 things in “To Plan” that needed to get done yesterday? 😲 😱 😬 😖 🤬 😔

4
M
Rising Star
3 months ago
T
Rising Star
Terri SvihlaRising Star
asked in Ask a Peer

Tracking age of work and prioritizing

How do we set up our work items and tracking so that we can use the kanban to identify how long a work item has been in our office?  We have a turn around goal and we are struggling to identify how a work item is tagged in a way that we can sort in the kanban to quickly see whose return comes next for work.  So, how do we track what day the information is considered received in our office and filter or sort by that in the kanban?

4
max
Karbon Community Guide
4 months ago
John Bacon
Beginner
John BaconBeginner
posted in Ask a Peer

Ability to select a specific email (not just a contact) when sending client tasks!

Many of our contacts have multiple email addresses, and some are appropriate when contacting them about personal matters, while others are appropriate for places that they work, etc.Following the 2.13.22 update, we are no longer able to select a specific email when sending client tasks---we can only select the contact! But this doesn’t allow us to be certain which email address associated with the contact the client task checklist will send to!No good!

4
Amelia Freeman
Karbon Team
4 months ago
Ben Zachary
Beginner
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.

4
CTAStephen Edwards
Beginner
6 months ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
asked in Ask a Peer

CPA Practice Advisory Readers' Choice Awards — Vote for Karbon!

Voting is now open in CPA Practice Advisory Readers' Choice Awards, and we’d love your help voting Karbon as one of the technologies you rely on and trust to help run your business (Practice Management & Workflow categories). Plus, you’ll get to learn about the tech your peers are using in all of the other categories. You can vote here: https://www.surveymonkey.com/r/2022ReadersChoiceThank you!!

4
BrooksW
Rising Star
4 months ago
C
Rising Star
Christopher T Raines
asked in Ask a Peer

Sending one off emails

Looking for a solution to email clients for reasons not part of a workflow.  i run into situations that i need to notify clients for some reason or another.  Most of the time is wrapped around a work type.  An example would be that need to email payroll clients in New York about upcoming min wage increase.  Right now I’m exporting the entire contact list and workflow separately. i then i use a formula to match the client code in both files to pulling the email address.  The process always takes me about a hour to send an email.  

4
Rebecca Williams
Superstar
4 months ago
Katharine
Beginner
KatharineBeginner
asked in Ask a Peer

How track client source

Anybody out there find a way to track within Karbon each client’s source? For example is a new client came to me as a referral from another client I want to always now how they came to me or from a specific promotion or referred by a specific attorney. 

4
DianeK
Community Champion
6 months ago
M
Rising Star
MariaVRising Star
asked in Ask a Peer

Adding multiple e-mail addresses to an email

I am sending a bulk email to a group of clients.  I am sending the email to myself and the bcc’ing the group of clients.  I have the list of emails in a document.  In Gmail, I used to just copy and paste the emails and wa-la, they are all added.  But I can’t copy and paste in Karbon.Does anyone know of a way to do this?Thanks in advance. Maria

4
Kim Clemmer
Rising Star
5 months ago
Andrew
Beginner
AndrewBeginner
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.  

4
Gary Wood
Rising Star
6 months ago
David Perry
Rising Star
David PerryRising Star
posted in Ask a Peer

Connect4

Has anyone dove into the Connect4 integration?  It seems kind of neat, and could be useful.  Just wondering what others experience has been so far!?   May start using it with my team for one on one to try it out.

4
Gayle Goldman
Beginner
12 hours ago
Mary-Clare Switz
Beginner
Mary-Clare SwitzBeginner
asked in Ask a Peer

#myweek - one off Work (not repeating)

How do I get a one off Work to show in MyWeek as ‘To Plan’ ??? 

4
BrooksW
Rising Star
4 months ago
J
Beginner
JoyBeginner
asked in Ask a Peer

time billing

 For those using Karbon billing, do you know why “Actual (time period)” is different from “Actual”. I found if I run a certain period, it’s not the same. It seem “Actual” capturing all the time in the work item since work item has been created but “Actual (time period)” only revelant the period you run for? 

4
J
Beginner
3 months ago

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