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  • 400 Discussions
  • 1,628 Replies

400 Discussions

Jeremy Ferendinos
Beginner
Jeremy FerendinosBeginner
asked in Ask a Peer

Best practice for work items

Best practice for work items: I would like to understand the best way practises setup tasks for clients to manage clients and internal staff. i.e. Bookkeeping (do you create the tasks split or in one job) i.e. Bank reconciliation, DEXT, VAT, CIS etc or run these as all separate jobs which will clog the jobs board up very quickly however dates won’t get missed. How is the task tracked again time and budget if these are separate jobs but one costing to do the worki.e. Payroll (collate and run payroll and then file EPS) but with different deadline dates to process payroll and the file EPS. I would welcome and thoughts and support. Many thanks, Jeremy 

5
Jeremy Ferendinos
Beginner
3 months ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Client teams emails

We have emails that are sent to our entire team in outlook so the individual email addresses are not included.  So the first issue is the BCC issue which we see discussed.  For now we are working around that by forwarding the email then saving it.  But we got an email that related to SBA loan forgiveness that we want the entire team to be able to see.  Emails like that we’d to attach to our team but emails appear to be only able to attach to work or contacts.  Is there anyway to attach it to the team so everyone on our team can have access?BTW thank you for all the people who have helped me with our questions.  It’s quite an impressive community.

5
D
Rising Star
6 months ago
K.C. Eames
Beginner
K.C. EamesBeginner
posted in Ask a Peer

How big is your accounting team?

Curious how big your accounting team is? Are you Audit, Tax, CAS, or something else?Why did you pick Karbon over competitors?

5
D
Beginner
5 months ago
Kim Clemmer
Superstar
Kim ClemmerSuperstar
asked in Ask a Peer

Best Practice for Setting Up Repeating Jobs that Contain Different Task Lists

What’s ya’lls process for setting up recurring work items that contain different task lists and/or client task requests. We need to send out different requests for quarterly jobs based on the pertinent quarter. I am struggling to find a streamlined way to have the work item set up as recurring but keep the info/requests up to date for every quarter since the information, requests, and estimate payment due dates vary so much between quarters (+ we are always tweaking our templates to improve them!).It is so cumbersome, and without the ability to drag + drop / copy from other templates we end up having to reinvent the template “wheel” every quarter and then typically resort to manually resetting each of the work items for that quarter to the updated template.There has got to be a better way! Help! 😁

5
kylenecarse
Community Champion
2 months ago
Kaitlyn Porche
Beginner
Kaitlyn PorcheBeginner
asked in Ask a Peer

Font Color of Statuses

Does anyone know why some of the statuses show up as green and others do not? What designates a status to show up green or not? I have attached a screenshot for reference.  

5
Gregory
Beginner
10 months ago
William Mertz
Beginner
William MertzBeginner
asked in Ask a Peer

My wwek and Iphone app

Is there anyway to move emails in the mobile app to my week?

5
David Perry
Rising Star
7 months ago
T
Rising Star
Terri SvihlaRising Star
asked in Ask a Peer

Ideas for tracking client logins

Where is the best place to store client logins, to share amongst our team, in karbon?  For example, a client’s QB admin password.

5
max
Sr. Karbon Community Guide
2 months ago
Jordan Ramsey
Beginner
Jordan RamseyBeginner
asked in Ask a Peer

Marking emails as High Importance

Is there anyway to do this in karbon as it’s rather annoying not being able to!Edited to add: This is for client emails - some don’t require client tasks but are still urgent enough to require the flag. The only way I’ve been able to get around this is sending through outlook but copying myself in so it’ll pull through into Karbon too for the client’s timeline.I’ve submitted this as an idea -  

5
max
Sr. Karbon Community Guide
5 months ago
M
Beginner
Maya PallottaBeginner
asked in Ask a Peer

Most recent contacts

Does anyone know if it is possible to filter your contacts by added most recently?  Thank you in advance. 

5
M
Beginner
9 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.

5
Johann Goree
Rising Star
2 months ago
Rebecca Williams
Sr. Community Champion
Rebecca WilliamsSr. Community Champion
asked in Ask a Peer

Training for clients on Client Tasks

Does anyone have or know of a publicly available video or training materials that can be provided to clients showing how to use/operate client tasks? There’s this page in the support knowledge base, but it’s written from the perspective of a Karbon user, not a client. I’d thought there was a video but I can’t find it!https://help.karbonhq.com/en/articles/1524691-see-your-client-s-experience-of-client-tasks

5
max
Sr. Karbon Community Guide
2 months ago
J
Beginner
JASBeginner
asked in Ask a Peer

Task not updating

We have a template in which we created (modified the 1040 template) a user (Invoicer) to be notified when invoices should be sent.  The Inovicer completes the task but the task is not being marked complete in the template. What are we missing in the setup?

5
max
Sr. Karbon Community Guide
8 months ago
K
Rising Star
Ken RogersRising Star
asked in Ask a Peer

Printing Templates or Work

We are planning a review of our templates and looking to update as needed.  Given that there are multple staff involved - it would be create if we could print or download templates into a spreadsheet and make our updates off line before adding online.Is there a way to print templates?

5
Kim Clemmer
Superstar
1 month ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
asked in Ask a Peer

Copy from a Template?

Would anyone else find it useful to be able to copy a section of a template to work items.  This would be so helpful when updating existing work items.  I put in a feature request for this.  If you think this would be useful, please make a request as well.  Requests can be submitted by going to Help and Feedback and choosing this. 

5
J
Superstar
8 months ago
Paul Whitestone
Beginner
Paul WhitestoneBeginner
asked in Ask a Peer

Out of office

Can Karbon set up an out of office message?

5
Rebecca Williams
Sr. Community Champion
2 months ago
W
Rising Star
Wendy BarnaboRising Star
posted in Ask a Peer

Work items with no tasks?

I was wondering if anyone uses work items as a holding place for notes/emails at all.  No real tasks assigned to this area, but a repository for conversations/information.  Easily searchable notes/emails within the team.  or for other things...welcome any thoughts on this or current best practices and ideas.  Thanks!

5
J
Superstar
8 months ago
Imbi Finlayson
Rising Star
Imbi FinlaysonRising Star
asked in Ask a Peer

BCC disabling functions

If I am BCC’d in an email I cannot ‘plan for this week’ or add to any timelines.Is there a way to get rid of this feature?We often BCC other staff in emails to clients as an FYI and there may be action items in there for them and they cannot do anything with the email.

5
Imbi Finlayson
Rising Star
4 months ago
M
Rising Star
MariaVRising Star
asked in Ask a Peer

Emails not assigned to Work

I would like to generate a list of emails for the firm that have NOT been assigned to work to make sure nothing is falling through the cracks and that the team is assigning their emails as they should.  Does anyone know of a way to do that?

5
Victoria Peters
Community Champion
6 months ago
Nancy D'Amato
Beginner
Nancy D'AmatoBeginner
asked in Ask a Peer

Tracking work assigned to remote staff who don't, and won't, have Karbon access

I’ve got remote bookkeepers (subcontractors) who do not have direct contact with the client.  I need a way to track who I’ve assigned the work to without adding them as users. Thoughts?

5
DianeK
Sr. Community Champion
1 month ago
10 Eslami Marsha
Beginner
10 Eslami MarshaBeginner
asked in Ask a Peer

Log in Issue

Is there a current problem with Karbon.  No one in my office can get past the login Screen.

5
Coral
Superstar
8 months ago
R
Beginner
Rory CondonBeginner
asked in Ask a Peer

Emails not flowing through to Triage

I have a number of emails this morning that have not flown through to Triage.  They are not in Low Priority and I haven't cleared them by mistake - they just haven't come through. Has anyone else had issues?

5
max
Sr. Karbon Community Guide
7 months ago
Imbi Finlayson
Rising Star
Imbi FinlaysonRising Star
asked in Ask a Peer

Work in My Week when no tasks assigned

Hello.I’m trying to work out why work items are appearing in my My Week, when I have no involvement. I understand that when you re-assign all your tasks that you still remain on the ‘Work team’, but even if I remove myself from work team, the work still appears in my My Week.There are work items in my My Week that I have never had any tasks or emails assigned to me. The only way I can think I was involved as someone tagging me in a comment.Am I doing something wrong? 

5
Kim Clemmer
Superstar
3 months ago
A
Beginner
AnaLukacBeginner
asked in Ask a Peer

Individual Team Member Write Off Reporting

How does everyone track their write offs per team member?When we run a report it only shows the time over budget for the whole job and who the assignee is but not a breakdown of each team member.We have no way to track if a non assignee goes over their part of a work item? (Other than going into each job individually)  

5
max
Sr. Karbon Community Guide
6 months ago
C
Beginner
Cathy MBeginner
asked in Ask a Peer

Merge Contacts

For duplicate contacts, can we add an option to merge from one contact to the other in one click? Right now, we have to manually move the work, the emails and can take a while to do.

5
max
Sr. Karbon Community Guide
6 months ago
D
Rising Star
Dan YamamotoRising Star
asked in Ask a Peer

Repeating Monthly Task

OH I can’t believe I can’t figure this out.  I setup a monthly task from a template called give it a name of “TPT Filing April 2022”  The dates are May 1 to May 20When I do the repeating I see the following: I select repeating period so it looks like this:But the repeat preview always shows “TPT Filing June 2022” with due dates in June.  The next one should be May I don’t know how to fix this?Can anyone help?I am sure this is easy :)   

5
D
Rising Star
4 months ago

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