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594 Discussions
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594 Discussions

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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.

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?

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...

NeveBeginner

asked in Ask a Peer

Ability to search all client documents in one place

Looking for a way to search for documents without remembering which job it might be on, is this possible ie: all documents for certain client and search within comments to?Thanks for any tips

jadedonnoBeginner

asked in Ask a Peer

SharePoint

Are there any plans to connect Sharepoint to the document manager?

A

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?

BrooksWSuperstar

asked in Ask a Peer

My Week Questions

Hello Fellow Peers! So far we have only lightly started using My Week, but will need to be fully experienced in using My Week by the end of the year. Now that I am really digging into it, I’m curious if everyone else who is using it more already has the answers:Is there a way to filter My Week to show completed Notes and Work? There is no quick way to see if they are completed without clicking on them. When the To-Do list goes away, how will we know something has been moved to Done (by accident) if it hasn’t been completed yet? What happens in situations where the Work is assigned to you, but then you also have a task assigned to you within that Work? If you mark the task complete, the whole thing in My Week will then show that all your task are complete, and if you aren’t paying attention, might move the whole thing to Done even though there are a bunch of open task. I think maybe the most obvious answer is to to either have all your tasks assigned to you, or none of them (conside

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.

Morgan WintertonBeginner

asked in Ask a Peer

Mass Email

Is it possible to send out a mass email? We just got a new owner and we would like to be able to send out a letter to all of our clients all at once but we are not sure the best way to do this.

Emily WilsonRising Star

asked in Ask a Peer

Privacy for managers - advice needed!

We are going live tomorrow after using Karbon as managers for a few weeks. Our work has been bulk uploaded and the team will be trained tomorrow morning. I knew that everyone can see one another's to do list (which I would like to restrict ideally), but we’ve just realised that everyone can see each other’s notes and emails too, for example HR issues. How are you handling this? I assume via work items in hidden clients? Any advice appreciated, please!

Ivan RiosBeginner

asked in Ask a Peer

What tax software are other firms using that works good with Karbon?

I would like to hear from other firms what tax software they are using that works great with Karbon. We currently are using UltraTax and it doesn’t integrate with any other third party.

Terri SvihlaRising Star

asked in Ask a Peer

Automators to assign work to a role

We set up our 1040 work template using roles for the different sections of our template. We added automators to re-assign the work when a section was completed to a “role”. Karbon allows that. We typically do not know which staff member to assign a section to ahead of time. It would normally be assigned in the order the return information is received from our clients. So using “roles” made sense. But when we added the template to a client and created work, there is an error message that work cannot be assigned to a role. So, our work has invalid automators and warnings.We have thought that we should consider leaving the invalid and warning automators as is. Since the brightly colored warnings bring the attention to whomever is picking up the work to also edit the automator to assign the work to themselves. We also have thought about a work around where we might add a karbon user that is not a real person, but a holding spot for unassigned work.How do other firms handle the work

maxSr. Karbon Community Guide

asked in Ask a Peer

Trouble with support

In general, Support has been excellent at Karbon and is one of the deciding factors that’s pushing us to make the switch, however I have run into a snag and I’m wondering if anyone has a way around this issue.I’ve contacted support about emails that come through Karbon without the attachment. The attachment is in Outlook, and when I forward the email to myself, the attachment comes through to Karbon, so something strange is stipping out the attachment that’s originally getting sent.I contacted support and got escalated to the engineers, one of which asked me several questions and asked for screenshots from outlook and Karbon, etc. I sent everything in and it was a week since I heard from her, so I sent a new message in the chat. It’s been another week with no reply. As of today, the last time I heard from the engineer was February 14th.. almost a month ago. I sent in a new message through the support chat and was told that the support person would get an update for me (no update yet),

Dan YamamotoRising Star

asked in Ask a Peer

Task complete why do we have to move to done

Our accountant completed all of her tasks in our monthly accounting task, she clicked off on all of them then realized the still show as incomplete because she has to do the additional task of moving them to done. This doesn’t seem to make sense. Is there a setting where we can change it so when the task if checked off in our monthly accounting work that it is automatically moved to done?

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.

Aaron GilmoreBeginner

asked in Ask a Peer

Holiday time recording

Can i ask what do other practices do in terms of recording holidays on your timesheets, is it billable or unbillable. I am trying to work at getting a more accurate utilization value.

Megan SellsBeginner

asked in Ask a Peer

My Week: Assigned Notes & Emails

I’m making a serious effort to familiarize myself with My Week. My team is new to Karbon in general and I juuuust taught them how to manage their To-do, but since that’s getting replaced, I want to tell them to abandon that and get started using My Week ASAP. However...I can’t figure out how to solve a few problems. Two of the issues are actionable Notes and Emails. I encourage my team to be Inbox Zero, so I’ve drilled that they need to put reference info on appropriate Timelines and actionable items in as To-do (if it’s short term, like within the week) or as Work if it’s a long-term or repeat project. So, if a client emails an updated ACH form that needs to be applied to their recurring invoice from us, then that email gets assigned as a To-do item, so I will remember to apply that change in the very near future. Where on Earth would I find that if I don’t have To-do? Also, with To-do I can assign the To-do date for tomorrow if, for example, I know I am slammed with meetings today an

Tracy LampronBeginner

posted in Ask a Peer

clearing items from Triage

Anyone else having issues with clearing items from Triage this morning, every time I go back from work to triage the items that I have cleared reappear! thanks

MariaVRising Star

asked in Ask a Peer

Changing the start date in repeating work?

Is it possible to change the start in the repeating work? This is what I am experiencing.If I try to change the repeat settings, changing the start date for the repeat is not an option. I am able to edit the start and end dates for a singular piece of work but that does not seem translate to the repeating work.It seems that the only option is to cancel the repeat and start over which can be tricky because you can accidentally delete a POW you need if your not careful.Has anyone else had any experience with this?

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?

Michael ParkerBeginner

asked in Ask a Peer

Xero

Does anyone have a good workaround for Karbon’s lack of integration with Xero?

Kevin GonzalezBeginner

asked in Ask a Peer

Capacity Planning... Hitting a Wall

Let me start by saying that I love Karbon… I’m constantly defending it while having discussions with my team, but with the immense growth we’ve experienced during the past couple years it’s getting more and more difficult to plan adequately. At the moment we’re very “project based” with our work, that means tax returns, monthly bookkeeping, attest, one-off projects, monthly CFO work is all contained within its own project, from start to finish. The issue we’re running into now, is that multiple team members may have a function within one project. Those functions may overlap or be staggered in time. As an example, a tax return project may have time inputs of: scanning - 30 minutes, preparing - 1 hour, reviewing - 30 minutes, assembling - 15 minutes, etc.. Now we could budget based on roles at the time we create the project, but that only leaves us with a view of the overall time necessary by the statutory deadline, it doesn’t help while trying to capacity plan on a daily, or weekly bas

Susan VigilRising Star

asked in Ask a Peer

Client Manager Work View by Client

I want to create a work view that shows the clients managed by a particular colleague. When I filter by Client Manager, it will not allow me to show the Kanban view by Client.Does anyone have any input for me.Thank you.

Sharon BabinBeginner

asked in Ask a Peer

connecting email accounts

Is there a way to connect an individual project in Karbon with a business project in Karbon so that the Timeline shows email thread in both projects?

AntoniyaB.Superstar

asked in Ask a Peer

When I reassign recurring work to another person, their tasks need to be reassigned separately

Hi everyone, I’ve come across this a few times now and wondered if anyone has a better solution. When a recurring work is being reassigned to another person (from the Repeats Settings), the tasks in the repeating work still remain with the previous account manager, how can I make sure it gets updated on both places without having to open all work and scroll down through the tasks and reassign?

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