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594 Discussions
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594 Discussions

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Ray TasicBeginner

asked in Ask a Peer

LD7ESuperstar

asked in Ask a Peer

Work Creation - Bulk Change Create Work

Is it possible to perform a bulk change to the Create Work field in repeating work items? For example, I have 400+ work items that will be triggered into creation on 10/15 as the create work is currently set to 6 months before work start date. I would like to bulk change this to 3 Months before work start date (ideally 4 or 5, however not a choice available).Or is this something that could only be done on the back-end by Karbon support?t/y

4 months ago

Yvonne Irene LustreBeginner

asked in Ask a Peer

"Download All" function in the Note assigned to a team member

Hi! Is there any way to download bulk documents attached in the Note assigned to me by my team member? Thank you.

4 months ago

Tom KneelandRising Star

asked in Ask a Peer

1099s

This year I sent my 1099 client request with a downloadable spreadsheet. It maps to import to 1099 software. Do you ask find clients like a PDF form better?

4 months ago

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?

4 months ago

Tom KneelandRising Star

asked in Ask a Peer

Client Secure Uploads

I am trying to prevent clients from uploading items to my old portal. However, they often times need a secure way to send me a file that has nothing to do with a Work item or a Client Request. The Karbon Portal does not have a section for clients to upload. What have you all found as the best fix?Bottom line is, I do not want clients doing things outside my Karbon EcoSystem. :)

4 months ago

Amanda LampiBeginner

asked in Ask a Peer

Budgets in Repeats

If a work item is created and you forget to add the budget before setting up the repeat period, why won’t Karbon update the budget when you edit the repeat? I’m finding that whenever I go to edit to add the budget estimate, it will not carry over. The only thing that carries over is time worked on the task. Any suggestions? What am I doing wrong if so? Thanks so much!Amanda Lampi

4 months ago

Cheryl BookBeginner

asked in Ask a Peer

Karbon Storage

I have a document that is 49 KB that I am trying to upload to Karbon Storage but it will not allow me due to the fact that the size has exceeded 250 MG. Has anyone run into this previously? How do I fix?

4 months ago

Nevada DonnellyBeginner

asked in Ask a Peer

Can I Retake Karbon Assessments?

Can I Retake Karbon assessments for the certifications?

4 months ago

Brian DavisRising Star

asked in Ask a Peer

karbon and zapier

why can’t i get a zap to pull a project from Karbon? If i create a project in Karbon, there is no way to run a zap to pull that data from Karbon and then create an external list in Excel or some other program of all projects that i have.more and more i’m getting very frustrated with karbon.

4 months ago

Matthew GondaBeginner

asked in Ask a Peer

Triage Search Not Working

Is anyone else having issues where searching for a work item in triage (e.g., trying to attach an email thread to a work item) doesn’t work? Most of the time I try to add an email to a work item the item doesn’t show up -- I just get a blank search area.I reached out to support and they acknowledged this is a problem on their end, but it’s been 3 weeks now and no resolution. This is crippling the highest value tool Karbon has to offer.As you can see, it’s not returning a ‘no results found for…’ message, rather, I get this:[Karbon Search Error]

4 months ago

Christopher GalieBeginner

asked in Ask a Peer

Adding Work Team

Can I assign a Work Team to all existing jobs without going to them individually?

4 months ago

Kevin DodgsonBeginner

asked in Ask a Peer

Is there a way to bulk-assign new employee previously-created work?

I’ve just brought on a new tax preparer and have him set up in Karbon. However, I have about 100+ clients that have already signed engagement letters via Ignition and have those work templates already created with me as the preparer. Is there a way to quickly bulk assign a bunch of them to him? (Updating the work template should fix it going forward, but looking to avoid manually assigning each client to him)

4 months ago

Ken RogersRising Star

asked in Ask a Peer

Deleting Repeating Work

When deleting the next repeating work item (lets say Q2 on a quarterly repeat) after Q1 is completed , will this delete future repeats for the item or is there another step to turn off the repeating item

4 months ago

Trevor SunnyBeginner

asked in Ask a Peer

Marking an email as unread

Hi, Any idea on how to mark an email as unread in Triage?Thanks in advance.

4 months ago

georgeKarbon Team

posted in Ask a Peer

🌡️ Temperature check: Social Networks in 2023

Hi Everyone, George from Karbon here 👋.I’m conducting a little survey on how people are feeling about social networking - especially twitter and their plans for tweeting in 2023. If you have an account. I’d appreciate a vote in the 👉 poll 👈 If not, I’d still be interested to hear you take on the state of social networking, how twitter’s acquisition affects your plans (if at all) and what you’re planning for 2023 in the social space.All the best.G

4 months ago

kclm484Beginner

asked in Ask a Peer

Can I Delete Archived Emails in Outlook

I have close to 200,000 cleared emails now! My Outlook mailbox is starting to get full and now I have a question I never thought I would have to worry about. If I delete the emails from the Archive folder in Outlook do I lose them in Karbon?If so, what is the fix to lower my usage in Outlook?

5 months ago

KamleshBeginner

asked in Ask a Peer

Export Client Details

Hi Everyone, Does any one know how to export certain information of each client?I need to prepare a report of clients with their email and telephone number.

5 months ago

Kiersten BacociniBeginner

asked in Ask a Peer

INACTIVE

How do I make a client inactive if they don’t have any work? Because it just gives me the option to just delete but I don’t want to delete them.

5 months ago

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!

5 months ago

Rob LileRising Star

asked in Ask a Peer

Client tasks - notifications

Hi AllWith Client Tasks - we send out annual questions to clients for preparation of their financial statements and tax returns. We have a Client Task section with individual tasks for responses, download/upload files etc.The Assignee for the Work is the Accountant. But we send the Client Tasks from me (Practice Manager)When the client responds to each individual task both myself and the accountant get triage notifications. This morning each of us has 10+ notifications in triage for this one client/work item. Hugely distracting.Would be better if only one person got the notifications (either assignee or sender, not both) and maybe to have option to choose which person for each client task section? Would be even better if we didn’t get notifications on each individual task within the section, but a summary or daily update on the client task section overall (i.e. if client has updated a task during a 24 hour period, then the daily notification shows what has changed on that task or tas

5 months ago

AngelDBeginner

asked in Ask a Peer

How to view Overdue TASKS

Has anyone found a way to be able to view overdue TASKS for the whole practice? Not overdue Work, I’ve got that, but I haven’t been able to view overdue tasks and haven’t found an answer to this in the Karbon community yet.

5 months ago

Tom KneelandRising Star

asked in Ask a Peer

Ad-Hoc Work

I currently use to-dos mainly to track email follow up, as there is no time and billing for to-dos. That leads me to how to best setup ad-hoc work. For example, client emails me and want me to find an old lease document. I want to bill for this, so it will have to be a work item. Do people recommend:Using an ad-hoc project with no tasks to track the work and remember to bill at that end of the work, or Do you have a generic work item where there are vanilla type tasks may not always be on point, but they help keep work on track.Thank, Tom

5 months ago

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