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  • 514 Discussions
  • 2,165 Replies

514 Discussions

Neve
Beginner
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

6
Grant J.
Beginner
5 months ago
jadedonno
Beginner
jadedonnoBeginner
asked in Ask a Peer

SharePoint

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

6
A
5 months ago
BrooksW
Superstar
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

6
K
Beginner
5 months ago
Richard Oliver
Beginner
Richard OliverBeginner
asked in Ask a Peer

Can you create a status for email sent to My Week

I would like to know if its possible to create a status for emails so that I can filter better in my week.

6
Aliesa Jackson
Karbon Team
4 months ago
I
Beginner
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. 

6
max
Sr. Karbon Community Guide
7 months ago
T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

documents list

Does anyone have a generic document list or cognito form they are willing to share that all clients get to request current tax documents etc. This as opposed to sending the outdate pdf organizer. 

6
max
Sr. Karbon Community Guide
3 months ago
Rob Lile
Rising Star
Rob LileRising Star
asked in Ask a Peer

Reassigning Work throughout the work cycle

Hi everyoneI wanted to ask how others handle re-assigning Works please.We are changing our workflow so that the Work reassigns using automators once someone completes their section.(based on valued advice from the Community :-)However, if the last person the work is assigned to is say me and it stays that way once the work is complete, then will the next repeat also be assigned to me, rather than to the first person in the cycle?Do we need to put in an automator at the beginning of the Work to ensure it is assigned to the right person? Or to do that at the end of the previous Work so that the repeat picks up the right person to start the Work?Would appreciate your thoughts.Thanks!Rob 

6
Rob Lile
Rising Star
1 month ago
Ciara Danofrata ABB
Beginner
Ciara Danofrata ABBBeginner
asked in Ask a Peer

Time and Budget - Expenses on a Repeating Work Item

Hi, I am not sure if it is already implemented but is there a way to have the “Expenses” coded on a repeating work (Time and Budget section) be automatically coded on the next set of work just like the budgets? If not, is it possible in the future to have this feature? 

6
Ciara Danofrata ABB
Beginner
2 months ago
StuartK
Karbon Team
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.If you have few minutes spare, we’ve created a short e-signing survey or if you don’t mind sharing feel free to leave a response below.If you’d like to chat with me - the survey has a question at the end where you can leave your email address, or you can drop me a message.Thanks!Stuart

6
BrooksW
Superstar
5 months ago
Smitty
Rising Star
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?

6
BrooksW
Superstar
22 days ago
T
Rising Star
Tom KneelandRising Star
asked in Ask a Peer

email follow up

I am missing the ability I had in Gmail to have add-ons such as Boomerang etc to remind me to follow up on emails. Has anyone come up with a workaround in Karbon?  

6
Rebecca Williams
Sr. Community Champion
11 days ago
K
Beginner
Karelle BerryBeginner
asked in Ask a Peer

Repeating work - timing of creating work and tasks

Hi - When creating repeating work the Work Creation options are 1 day before start date or 1 week before start date.  Does anyone know how to make that some where between that ie 2, 3, 4 etc days? 

6
Kim Clemmer
Superstar
3 months ago
B
Rising Star
blueprintbrianRising Star
posted in Ask a Peer

Using Karbon with response time SLAs

Question for the community: I’m implementing a sort of response time service level agreement where certain levels of service have quicker responses. Has anyone implemented this in their firm?If so, have you implemented something in Karbon to manage this? If so, interested in sharing? 😅

6
B
Rising Star
16 days ago
Rob Lile
Rising Star
Rob LileRising Star
asked in Ask a Peer

Client Portal

Hi, been watching the client portal webinar and all looks fantastic - great work!A couple if questions:If a client has multiple entities in Karbon that are managed with the same email address, are they able to create logins to see work for each entity? e.g. company, individual, trust? Or will they only be able to see the work for the ‘main’ entity their email address is assigned to ?   With the client portal and completed tasks - is there anyway to sort these in a particular order (eg date most recent) - I can;t tell how completed tasks are sorting by default and a text task I have just completed appear 2/3 way down the list.   After creating an account the confirmation email that a client receives comes from “Karbon Concierge” - most clients will have no idea who this is and will miss the practice name (in the subject line) - could this be changed to the practice’s Company Name field (in Settings, Account Settings)?Many thanksRob 

6
Rob Lile
Rising Star
5 months ago
Elisa Meyer
Beginner
Elisa MeyerBeginner
asked in Ask a Peer

Report summarizing over/under budget work, by colleague?

Hi all, I’m trying to review some team members’ productivity on tax returns. I’d like a report summarizing, for a given period:Team member Work completed Time budget Actual time I tried doing this using the Completed work filter. This doesnt work because ultimately all tax returns get assigned back to the admin team for signing and filing, so when they go into completed status they’re no longer assigned to the preparer. Am I missing how to do this?

6
Victoria Peters
Sr. Community Champion
3 months ago
N
Beginner
Nick BrittBeginner
asked in Ask a Peer

Internal work, do you make your firm a “billable client” to make Work cards?

Does anyone use work/tasks for internal projects?  Do you add your firm as a “client”? So the work can be created?Example: if we had a repeating work card for invoicing clients, a junior internal team member compiles the completed client work into client invoices, and we have senior internal team member review before sending invoices to the clients.  Would make sense to have this be a repeating “work card” so this can be tracked.  And if one of the team members moves on their “tasks” can be reassigned. Does anyone handle internal work this way and if so do you make your firm a “client” for the section “who to bill to”?Does anyone do something different than make a “work” card for internal work?

6
N
Beginner
3 months ago
J
Rising Star
Joel BreierRising Star
asked in Ask a Peer

Client Request with attachment

Hi, Is there any way to send a client request with an attachment?

6
J
Rising Star
2 months ago
S
Beginner
Shannon McPhailBeginner
asked in Ask a Peer

Filtering Completed Work by Role

We have recently started using Karbon. The Work Templates are generally “Completed” by the admin team eg when returns are lodged  We are wanting to report on how many Jobs were completed by the accountant who prepared the job and it doesn’t appear you can filter by a role. When use filters on completed and assignee it is listing the jobs as the role that completed/the Karbon job which is generally not the person who prepared the work. Anyone having this issue or have found a work around?

6
max
Sr. Karbon Community Guide
2 months ago
C
Beginner
CBC-OfficeBeginner
asked in Ask a Peer

Privacy setting for Person Contact to reflect Organisation Privacy setting

I’m not sure if something might already exist or if this would need to be a feature request.Wanted to know if there was a way to set the Privacy of a Person Contact to show visability of communication connected to their contact card to only those who are also part of the client team for the organisation. Eg. “John” has sent an email to us (CBC) this email is automatically connected to “John” as a personal contact, then connected to any relevant work & Organisation “Company A” that applies.“John” has a Public privacy setting, but “Company A” is Private. The email can still be seen by everyone at CBC (total 10 people) from the timeline for “John” but we want to limit the privacy to that of the Organisation for this email now that it has been connected to “Company A” (client team of 4).We have a few person contacts, that are connected to multiple Organisations. And these Organisations have different client teams, we would like to limit visibility by Organisation and still have the opt

6
max
Sr. Karbon Community Guide
4 months ago
B
Rising Star
Brian DavisRising Star
asked in Ask a Peer

Setting a task to working on now

sometimes a client will call me to ask about the status of his return. I click on the magnifying glass to search for the work. then i open the work. I see which tasks have been marked off and where the project is - then i think i should put this at the top of the queue to finish off today. There doesn’t seem to be any way to mark a task to put it in My Week as “working on now” while i’m in the project.  Is that right? 

6
max
Sr. Karbon Community Guide
4 months ago
Susan Vigil
Rising Star
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. 

6
max
Sr. Karbon Community Guide
6 months ago
Sharon Babin
Beginner
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?

6
max
Sr. Karbon Community Guide
6 months ago
AntoniyaB.
Superstar
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?

6
Terri Warren
Superstar
4 months ago
mikedoan
Rising Star
mikedoanRising Star
asked in Ask a Peer

Email Insights and Volume of Emails in Triage

I use Volume of Emails in Triage as a way to monitor if my team is getting through their daily traige. I really push the message that triage should be cleared out daily.Being a leader who tries to lead by example, I make sure that my traige is cleared daily -- with the exception of vacation, I make an effort to clear daily.So I go to check the leaderboard today and I find that I’m leading the pack on the number of emails in triage...92 emails! I can count cleared emails and I know that at no poinit this week have I had 92 emails in a day or even during the entire week. How is this metric being calculated and when is the data polled to update the Insight? 

5
Loraine Tumpalan
Beginner
1 month ago
AHJohn
Beginner
AHJohnBeginner
asked in Ask a Peer

Karbon API Update

Wondering what the status of the more full fledged API is? You all heard any news? Several months ago it sounded like this was something coming out really soon, but then nothing. The current Zapier integration is really too basic in triggers and actions to make use of more than it just being a contact database at this point.

5
max
Sr. Karbon Community Guide
1 year ago

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