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549 Discussions
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549 Discussions

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Rob LileRising Star

asked in Ask a Peer

Calendar Integration question

Hi, I see on the Karbon release notes that Calendar Integration has launched?But I can;t see anywhere in myweek to ‘Connect to Calendat’It takes less than 30 seconds to set up the integration. Simply navigate to My Week and click on ‘Connect calendar’ and sign in to your calendar provider. Am I just jumping the gun or do I have to do anything to activate this feature?Thanks

7 months ago

crow33Beginner

asked in Ask a Peer

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

2 months ago

Melissa BallettaBeginner

asked in Ask a Peer

Need tips on how you handle assigning staff to certain Organizations and Work Items

We currently have our staff assigned to organizations and then work items. We have to go into the organization and invite the staff member to each individual contact that is within that organization. Every time we have to swap a staff member to another organization, we feel like it’s so many steps. Is there a better way to be doing this? When we assign a staff member to the organization, shouldn’t it automatically assign them the contacts as well? There is a teams portion of Karbon that we are not using. Is this something that would accomplish that? Any input is greatly appreciated! I am going to watch more videos too but figured the Karbon community is the best place to get the answers we look for!

2 days ago

Eli GoldwasserBeginner

asked in Ask a Peer

Client request - Copy list of tasks to excel

Is there a way to copy all tasks in a client request to excel (or word doc) other than going into each task and copying them one by one?A client is having trouble using Karbon and we need to request information from them ASAP, how can I copy the tasks in one shot to place in a regular email?

1 day 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?

2 months ago

HermanBeginner

asked in Ask a Peer

Budget - Retainer Fixed fee

What is the best option to utilize the Time/billing and Budget function of Karbon if we have our clients on fixed monthly retainers?Most of our services, even ad hoc, will be fixed fee to clients and our cost will be contractor, employee and other direct costs. Thanks!

5 months ago

CBC-OfficeRising Star

asked in Ask a Peer

Is it possible to assign to a Team instead of just to a Colleague?

Is it possible to assign to a Team instead of just to a Colleague? We have a few different Teams, for a mix of Client Teams, Department Teams etc. and it would be helpful if emails or tasks could be assigned to the Team as a whole instead of the individual (to start). This process happens already in some cases using the Team Tag. However, would work better with our processes if tasks or Work could be assigned to a Team (think repeat work/task creation) then can be assigned to the individual from here.

2 months ago

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?

6 months ago

davideignerRising Star

asked in Ask a Peer

How Do I Create a Webhook?

I'm familiar a bit with API, but I never worked with webhooks, can any share instructions on how to create one?Here is what I want to do, we have a database (Google sheet & Airtable) with all our clients, and it's intergraded with Poser BI, where we have multiple dashboards in Power BI. Currently, I need to update the database manually, and I'm looking to automate this through a webhook.Thank you

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.

2 months ago

Terri SvihlaRising Star

asked in Ask a Peer

karbon time - no start and stop times in record

Hello all! We are wanting to move towards use of the time, budgets and future billing features of karbon. When we moved to karbon a year ago we also moved to QuickBooks Online and QuickBooks Time for our time and billing process. For various reasons billing in QuickBooks Online is not working well for us. The main reason we did not initially go with karbon for time was the lack of seeing and editing start and stop times, only having time duration. How do other firms work around this? It seems for DOL purposes that we should have a record of when an employee starts work and ends for the day and has a lunch break, etc. Do you use karbon timeclock for limited purposes and use another app for time for payroll, etc.? Or, am I missing something? Is there a workaround to track/notate the start and stop times? I think I need to show other managers in our firm the positives of having the time entered in karbon for productivity and budget measurement and planning purposes, but I will ne

4 months ago

Alison_JanecicBeginner

asked in Ask a Peer

Timesheet report by client and work

I don’t use the Billing feature but need a report of time spent on a client (with ability to drill down on work) for a period of time i.e all hours spent on Client A for the month of Jan. I can only see how to do this by colleague?

1 month ago

Lisa DicksonBeginner

asked in Ask a Peer

Creating usable Standard Operating Procedures and Checklists in Karbon

I am training new team members so our standard operating procedures are quite detailed. For management accounts or year-end - I want them to run through a detailed checklist like so…. I have one test job open for management accounts and of course every task appears in my ToDo list which is horrifically overwhelming with just one job open!! I've created each of these checks as subtasks hoping they would not appear in the Work List but here they are! It will be unworkable if I roll this out. But if I set all the steps out in the notes - the person doing the job has nothing to check off and I have no way of knowing if they've considered every step without micromanaging the work.The only solution I can think of is to change the colour of the text of the steps actioned. But the visibility of that is lost when you come out of the task. I can of course opt for a much smaller list of headline tasks which would be much less overwhelming but then where do you put the detail of the SOP in a

6 months ago

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?

7 months ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Unsuccessfully trying to add work schedule using the API

issueI get 4005 (when I modify the structure) or 5001 (when I run according to documentation) when trying to add a work schedule via POST request.detailsThe documentation seems a little light (didn’t include a few fields I thought would be necessary), and I’m getting an internal server error whenever I try to add a work schedule.I performed a GET request on an existing work schedule I want to repeat. I am using the values from that get to populate my template POST request.troubleshootingAfter my first attempts didn’t work, I added WorkItemTitleDisplayText and AssigneeUserKey. They are not added in the documentation, but perhaps they must be added/updated via PUT once the schedule creates. I noticed that the GET request returns a JSON element as a string. I de-escaped it to see if the API expected JSON instead of a string coming back, but I got a 4005 error. The offset integer for the variable portion was passed as a string in the GET request but as an integer in the text portion, so I

1 month ago

Lachlan MacindoeKarbon Team

posted in Ask a Peer

WANTED: Webinar panelists to review the year in accounting

Well… to put it mildly 2020 has been quite a year!We are planning a series of webinars to review the year in accounting, and predict what lies ahead in 2021 and beyond. The biggest issues, trends, challenges, opportunities and recommendations. And we’d love to give you the chance to share your voice. If you’re interested in being included on our panel of firm owners and practitioners from around the globe, please let me know in the comments below by providing a few sentences on why you'd make an excellent panelist. This is a great chance to get in front of a worldwide audience, give your practice some exposure, and share your opinions and insight with others.Alternatively, if you have a particular topic or question that you’d like the panel to discuss, I’d love to hear that too!

2 years ago

CarlaCaldwellBeginner

asked in Ask a Peer

How do you manage your Triage?

- Do you manage on a specific frequency? - Do you defer/delegate or reply right away?- Do you utilize To-do's?Share what you have found that works- I love hearing the many ways people do things and always pick up a tip!

1 year ago

Melissa_StoutBeginner

asked in Ask a Peer

What is your client onboarding process?

We are looking at improving our client onboarding process - high level of the process below.Currently, we launch a couple of onboarding work items and have triggers within that process to create work for recurring services as we are ready to begin that part of the engagement. The reason we do multiple work items is because multiple teams are involved and some of the work actually happens concurrently.What have you done within Karbon regarding your onboarding that has worked well for your team?

2 years ago

Bovard CPABeginner

asked in Ask a Peer

What is best practice for Invoicing in Karbon workflow?

1 year ago

Gary WoodRising Star

asked in Ask a Peer

Email (Triage) > Workflow, or Vice Versa

A) Did you originally choose Karbon for improved email management (Triage), and stayed for workflow management?OrB) Did you originally choose Karbon for improved workflow management, and stayed for email management (Triage)?

1 year ago

Marie CelentanoBeginner

asked in Ask a Peer

Repeating work

Is it possible to repeat work to occur only on weekdays, Monday to Friday? The option to avoid weekends create a duplicate work item to fall on the Friday

1 year ago

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