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762 Discussions
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762 Discussions

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Ian DurrellBeginner

asked in Ask a Peer

Remove colleague from an email

Hi I sent an email and included a colleague that i should not have. How do i remove them or delete the email from their visibility. Thanks Ian

1 month ago

CBC-OfficeRising Star

asked in Ask a Peer

HermanBeginner

asked in Ask a Peer

Create/Update Client tasks via API

Karbon Client tasks is great for us to get quicker and more consistence client responses for file request and feedback etc. As I am working with outside contractors service providers as well, which we currently using ClickUp to manage that part of the work, I am looking for way, if possible to for example to update or create a client task in Karbon based on certain triggers in ClickUP.Currently the Senior Client Manager, which is the user on Karbon, will manually trigger or update the Client task in Karbon, based on events/status in ClickUp.Don't know if this is something that is possible, or if possible just so complex to add that it is just better to do manual?

8 months ago

Jamie_CarnarvonBeginner

posted in Ask a Peer

import

Please help me I’ve not uploaded anything to Karbon before is there a tutorial

8 months ago

Kathleen M. BelkBeginner

asked in Ask a Peer

Sorting Contacts based on Services

I added specific services that our company provides to each client under their Contact, Details tab, Accounting Details section on the scroll down, Basics tab and then in the Services section. Is there any way to select one of those services, then download a list of every contact that has that service in that section? Someone said they create a group of contacts for each service and can download from there. Brilliant solution but it means I have to reverse engineer that after I have already entered the information once. I’ll do it if I have to but was hoping not to loose the work already done. Thanks!

8 months ago

Candice DiemerKarbon Team

asked in Ask a Peer

Ideation Design Workshop! - Come and join this creative session

Hi everyone 👋I am running an ideation workshop and would love to have members from the community get involved! This is a hands on fun session where we will be looking at a problem and coming up with ideas on how best to solve it. We will be drawing and sketching designs - no design experience necessary (if you can draw a square box, you can do this!!) The workshop is limited to only 3 participants so please sign up early as its first come first serve. USA based members would be ideal and any job role ✅Date: Tue April 4 Book your place in the workshop here

8 months ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

When I add an email address to a Contact it turns off sharing for me only

All of my colleagues and I have email sharing turned on.If I add a second email address to a Contact, it automatically turns on sharing for that email address, for all of my colleagues, but not me.If I try and manually turn on email sharing for that email address, it doesn’t work (e.g. I refresh and it shows me as not sharing).Anybody else had that happen?

22 days ago

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.

8 months ago

Tasha HardingBeginner

asked in Ask a Peer

Spam Emails not in Outlook

I have noticed I have emails showing in my triage that are not showing in my outlook? I have check the spam/junk account and they don’t show there in outlook either.Any idea where these have come from and why they would show in Karbon triage?

2 months ago

Adam KusnierekBeginner

asked in Ask a Peer

Team Exporting Work Report

Hi All.Currently I’m the only admin user of Karbon - Everyone else is on standard permissions. However I want the team to be able to export work reports without having admin rights.Is there a way to achieve this?

8 months 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?

8 months ago

David SadowskyRising Star

asked in Ask a Peer

How much are you spending on your tech stack?

Alongside Karbon, we currently use Microsoft 365, Sharefile, QBT, Hubspot, etc etc etc. I was wondering how others base thier tech cost stack. For instance, are you trying to keep it to a percentage of income, or try to tie it to hourly rates, etc?

8 months ago

StuartKKarbon Team

asked in Ask a Peer

API rate limiting questions

Hi Karbon community & API users - The Karbon API is growing in popularity and use - we’re still a way away from that popularity impacting the speed and availability of the API, but we’re conscious that at some point we will need to address this and don’t want it to come as a shock to anyone.We’d love your thoughts on API rate limiting and performance - but for now the sorts of limits we’re proposing would be something like:10,000 requests per day per Karbon account/API application key a maximum of 60 requests per minuteWhere the limit is exceeded, we’ll respond with a different HTTP status code (429) and a header telling you when you can try again.Specific questions:Have you ever had to deal with API rate limiting before? Would these limits cause you issues? Are there behaviours in the API today that cause you to send more requests? Are there any performance (e.g. response speed) issues that impact your API use today?Many thanks,Stuart

6 months ago

Rachel_SmithBeginner

asked in Ask a Peer

Capacity Planning, time budgets - how best to set up work items

It drives me crazy that when a work item’s budget is assigned to only one team member at a time, even when two or more team members are working on the item. It’s like karbon things the overall time budget on the work item is what’s key, where I would argue that the time budget for each team member is what’s key.In order to get around this, I am considering breaking up our work items such that each item is only assigned to one person. So our monthly close work item would be broken up into, say, three work items: Reconciliations and anything else the bookkeeper does; adjustments and sales tax and anything else the account manager does; and review reports and hold advisory meeting and anything else the advisor does. It seems to me that this will lead to much more clarity around time budgets. What am I missing?I know one thing I am missing is that since work items can’t be dependent on each other that we will need to build in a step for the bookkeeper to kick of the next stage of the a

2 months ago

Kari HannumRising Star

asked in Ask a Peer

Does anyone track IT Requests in Karbon

I have a workflow/transparency question for you all. We are an all remote team and we have on outsourced IT company. Currently, I am attempting to keep on top of everyone’s issue and make sure they are resolved. We have tried having one work item at attaching all conversations to one time line but information is getting lost. We are considering creating a work item for each tech issue with it’s own work type so that a single ticket can be followed by anyone on the team. I would be interested to hear how other companies track their outsourced IT Issues.

8 months ago

Jarett SBeginner

asked in Ask a Peer

Productivity Tracking

Hey All, I am hoping to gain insight into tracking team member productivity. Within Work insights, it is very work item oriented. We are very task focused and our work items pass from person to person based on the amount of steps necessary (tax prep, bookkeeping, advisory, etc) so it is not the best place to look to see how much a team member is or is not producing.We would like to see something that can show the amount of tasks completed over a period of time, how many of those were completed on time, and how many of them were re-assigned and completed by someone else. We would like to be able to sort by team member, by client, and by work type.We do not use time entries whatsoever because we found that it often became a time suck itself to make sure people were completing time sheets as well as them not being entirely accurate.Has anyone been successful inside of Karbon or using something else as a compliment to Karbon to track productivity through tasks?Thanks for any input. -Jarett

8 months ago

Vittorio TisonBeginner

asked in Ask a Peer

Access karbon api via power automate

Hi all! Is anyone using the Karbon API in with Power Automate? Any feedback? Best regards, Vittorio

8 months ago

Sandip SutharBeginner

asked in Ask a Peer

Timesheet - "Q1-Auto Lock on Daily", and "Q2-Filling up timesheet after completion of each WORK."

Q1: In Karbon, being an organization, we provide the access to all our staff to fill up their DAILY TIMESHEET at the end of the day, which helps us to identify how many hours are worked by each staff. Further, at current they are having access to the timesheet for the PREVIOUS DAY, so it’s been noticed that they are filling up the timesheet just before the month's end for SALARY purposes (instead of daily), so IS IT POSSIBLE TO GET an “AUTO LOCK” TIMESHEET ON a “DAILY BASIS” SO THEY CAN HAVE HABIT TO FILLUP TIMESHEET ON DAILY BASIS BEFORE THEY LEFT HOME? IN THIS CASE, THEY WON’T BE ABLE TO ADD TIMESHEET FOR THE PREVIOUS ANY DAY, THEY HAVE TO APPROACH TO THEIR REPORTING MANAGER TO GET ENTERED OR ELSE WILL BE COUNT AS LEAVE FOR THAT DAY. Q2: in Karbon, is it possible that as and when any staff is changing the status of any WORK to COMPLETED or sending for further REVIEW of WORK, then does Karbon have a system to “AUTO REMIND” users to add their TIMESHEET for completed work on the spot?

8 months ago

David SadowskyRising Star

asked in Ask a Peer

Connect to client QB

On a clients detail page, it says connected applications and then manage connections. When you click that it says you need a log in to thier QB in order to make the connection. If you are under thier QB as an Accountant, can I just use my accountant log in?

8 months ago

maxSr. Karbon Community Guide

posted in Ask a Peer

Scorecards and KPIs - Anyone love what they track?

We’ve recently started tracking our business on a weekly scorecard.Our first draft leading measures:Past due work count for each: Bookkeeping Accounting Tax Unbilled WIP AR over 30 Days New Business PresentationsOur lagging measuresYoY Revenue Growth 365-day Revenue/staff Gross Profit % Net Profit %We have targets for each of these numbers. I’m curious what other firms are tracking. I don’t want to track too much. Smaller groups will eventually have their own scorecards to track details related to their work area.My premise states that if we are doing these activities (completing work on time, billing work timely, collecting on billed work, and offering proposals for new work), our lag measures will head the right direction, and if they aren’t, there’s a deeper issue we can explore (like pricing, efficiency, etc.).

8 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!

8 months ago

JASBeginner

asked in Ask a Peer

Print TO DO list or WORK List

Hello:Is there a way to print the TODO list without using the conventional browser print feature (it only prints what’s on the screen)? A way to export the list based on the filter to a PDF or EXCEL file would be helpful. Some of us need a sheet of paper to cross things off of! This would be helpful to have the feature in the WORK modulue as well. Thoughts??? js

8 months ago

CindyPBeginner

asked in Ask a Peer

Internal comments; linking to email

Hi EveryoneI am new to Karbon and in the process of exploring and figuring things out. Is there a way to action internal comments into an email to send to a client? For example, if I am having a discussion with my Employer and we and going back and forth with information that I would then want to send an email to the client. With the information from the conversation as a thread below, so we can keep track of what we need to send.

9 months ago

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