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  • 697 Discussions
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697 Discussions

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
9 months ago
Jana
Rising Star
JanaRising Star
asked in Ask a Peer

Doc Management System

Does anyone know how to turn off the “Manage client work files from a single source of truth. Connect a Document Management System” yellow band that keeps appearing in Karbon?  We only need to be notified once, especially since our doc management system is not available.

7
Jana
Rising Star
1 year ago
Susan Vigil
Rising Star
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.

7
Susan Vigil
Rising Star
1 year ago
Kim Clemmer
Superstar
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
Kim Clemmer
Superstar
1 year ago
D
Rising Star
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. 

7
LD7E
Superstar
5 months ago
Imbi Finlayson
Rising Star
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?

7
DianeK
Sr. Community Champion
10 months ago
Kari Hannum
Rising Star
Kari HannumRising Star
asked in Ask a Peer

My Week and Working on Now

Our team has noticed that work items that they have opened are appearing in the Working on Now section automatically. It was my understanding that user has to move items into and out of this section according to their own work flow.  Has this happened for anyone else?   

7
LD7E
Superstar
25 days ago
MikeLiang
Superstar
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

7
max
Sr. Karbon Community Guide
5 months ago
M
Beginner
Michael MazeyBeginner
asked in Ask a Peer

Work Not appearing in Unbilled Billings

We have created a work item and input time against the work.However when we go into unbilled items in the billings - the Work is not appearing. How do we fix this?

7
M
Beginner
3 days ago
LD7E
Superstar
LD7ESuperstar
asked in Ask a Peer

Create Work from Email is Missing

I just noticed it is no longer possible to Create Work from an email. Has anyone else noticed this or is this a system glitch?When selecting Add to Timeline previously there was an option under the Add To field to Create Work. This was super helpful. It is now missing. 

7
Aliesa Jackson
Karbon Team
1 month ago
AntoniyaB.
Superstar
AntoniyaB.Superstar
asked in Ask a Peer

Internal Work Handover - Best Practice

Do you have work template in Karbon with tasks for team members when one colleague needs to handover work to another colleague? It’d be great to hear best practice ideas!

7
AntoniyaB.
Superstar
1 month ago
M
Rising Star
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

7
Aliesa Jackson
Karbon Team
1 year ago
M
Beginner
Madeline MillerBeginner
asked in Ask a Peer

How to best use "thumbs up"

I noticed that when someone “thumbs up” a comment it does not notify me of the numbs up in my triage. This seems unhelpful as I would have to go back and look for the thumbs up to view the acknowledgement. How are others utilizing the “thumbs up”?

7
Rebecca Williams
Sr. Karbon Community Guide
1 month ago
Jessica N Moon
Beginner
Jessica N MoonBeginner
asked in Ask a Peer

Sending a client a link to their reports

Hi, Is there a way to store links to the clients reports that they can easily access through their portal? I’m also still trying to understand what they see on their portal and if we can access it? Is there a way to send those report links without sending an email?

7
Jessica N Moon
Beginner
4 months ago
Melissa Balletta
Beginner
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.

7
max
Sr. Karbon Community Guide
7 months ago
M
Beginner
MaryQuickBeginner
asked in Ask a Peer

What happened to the "All" tab in Global Search?

Not long ago a new tab called “All” was the default tab in my global search - I found that really useful so I didn’t have to keep clicking between “Client” “Work” tabs when searching - but now that tab has disappeared!

7
Aliesa Jackson
Karbon Team
1 month ago
J
Beginner
Jaylaka MatthieBeginner
posted in Ask a Peer

Looking for a contractor to help with API across multiple platforms

We are a quickly growing Bermuda based accounting firm, looking for a qualified and experienced contractor to help with API integrations across these platforms:  Karbon / Microsoft Bookings / GoProposal / Zapier / DocuSign / Mail Chimp / (Potentially Clickup) Please contact jaylaka@abacus.bm 

7
J
Beginner
1 month ago
Jana
Rising Star
JanaRising Star
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.

7
kylenecarse
Community Champion
11 months ago
Cate
Rising Star
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...

7
Amelia Freeman
Karbon Team
7 months ago
Alex Smith
Beginner
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. 

7
Rebecca Williams
Sr. Karbon Community Guide
9 months ago
max
Sr. Karbon Community Guide
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?

7
max
Sr. Karbon Community Guide
9 months ago
Stephanie
Beginner
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.

7
Danielle Clark
Rising Star
1 year ago
D
Rising Star
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?

7
D
Rising Star
9 months ago
Erin Jamison
Karbon Team
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? 

6
max
Sr. Karbon Community Guide
2 years ago
TNA LLP
Beginner
TNA LLPBeginner
posted in Ask a Peer

Types of work pieces - accounting firm

I’m curious as to what other Karbon users have been doing when it comes to all the various types of filing s (accounting firm related) that accompany a year-end. For example, financial statements, a corporate tax return, sales tax filings, tax slips for income (T4’s T5’s), personal tax filings for owners, and the list can go on and on.Originally we had one work piece tracking the year-end filing itself, and would find other ways to customize things beyond that to manage all else that goes along with it. We are now moving towards setting up separate work pieces for each and every filing with its own deadline.I’m just curious to hear opinions and experiences from other users in any similar circumstances or different approaches to battling a comparable problem.

6
DianeK
Sr. Community Champion
2 years ago

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