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- 596 Discussions
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WorkItems from API with client tasks that send 0 days after start date
I am comfortably creating and updating workitems using the API with some hacky python scripts, but I’m unable to get recipient data into the workitems for templates with client tasks-- the API includes a “ClientTaskRecipient” object and I feel comfortable assuming that its “ClientKey” field is the ContactKey and the “EmailAddress” field is the contact’s e-mail don’t know if I’m right; have no clue what to pass into the “LinkType” field and am having difficulty getting a response from support, for it. Perhaps a little niche but I would love whatever insight anyone may have Thanks!Mike
Sending Client Requests - How many people do you need to send one request to?
Hi Karbon Community! Sending to Multiple People (being able to send a client request to more than one person) is in development but I had two questions I’d love some more information on: How many people do you need to send one request to? Does the number tend to be the same or are there circumstances where you would need to send the request to more or less people? Thank you!
Karbon make every time entry by default as billable - Need a fix
We’re trying to get a handle on our non-billable time, and we notice that Karbon counts 100% of the time as billable. After taking a closer look, we found that the timer has by default a task type of “none” which is billable - this is where the problem lies. There is no place where we can set up Karbon to memorize the last used option, so the timer will always jump back to “none”=billable. Is anyone using Karbon time to track billable time? If you do, how do you resolve this issue? It’s too big of a burden to ask the staff to choose every time the task manually.
Automated emails to clients if extension is required
I’m looking for a way to send an automated email to client IF an extension is required for planned work.The work would start on 1/1 with a planned as work status. i would like to have the client emailed after a certain number of day if the work status is still has a work status of planned. Is this possible?
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.Leave me a message below of send message if you’d like to chat.Thanks!Stuart
We use whatsapp with our clients at log... how do others keep track of text message etc communication with clietns?
A lot of our clients respond 100% better when we use an instant messaging app like whats app… my concern is a lot of communication is not being captured agains the client/jobs in Karbon. Does anyone have a good way to resolve this?
Update roles on existing work using the API
General Info Issue Possible countermeasures More Information Code Samples** UPDATE **There’s a bug in the API that does not let us GET or PUT “UserRoleAssignments” so this project is on hold until the bug is fixed. Here’s the email from the ever helpful @StuartK.General InfoThis post is under construction… I will continue to update and add more content here based on conversation below.IssueCredit: @Tom Kneeland When using Intuit Practice Management (IPM), there are certain limitations that we will address here.Possible countermeasuresProgrammatically add or update roles using the API and Python (doable) I have programmatically added roles with Python API calls I’ll share code when I fully understand the issue Automatically add roles using webhooks and a webhook handler like Azure Logic apps or Zapier (doable at a small cost) Explore, submit feature ideas to fix issues with IPM (Subject to others)More InformationTom’s original post:...I am an IPM user, which is still Karbon. It turns
How do you print client tasks for workpapers?
We are always looking to improve our processes and I was wondering how other people handled printing client tasks. Ideally, we would be able to use Karbon as a tax organizer but with the number of hoops we have to go through to extract the information it isn’t ideal.Currently, if we want to use a client task as part of a workpaper, we have to take a screenshot/snip of the page, paste it into Word and print that to pdf. It is inefficient, time consuming and doing screenshots can increase the file size drastically. We don’t love any of the other options available to us for client organizers and if we could do it through Karbon it would be amazing.(Yes, we have sent this suggestion in to Karbon many times through the feature request)
Email Aliases and client logins for bookkeeping
We do a fair amount of bookkeeping and are looking to expand that part of our business.We discovered that if we create a distribution list, the email comes through to Karbon as one email on two people’s triage lists. We use this for department-level email management. If one person clears the email, it still stays on all other triage lists until cleared, so it’s a little cumbersome in that regard, however, any notes, comments, and assignments are visible to all when made by one.Next what we did is we created aliases in our system for that distribution list.Example: firstname.lastname@example.org is a distribution list that gets sent to three of our email@example.com is an alias of firstname.lastname@example.org so all emails sent to the first come through the second.We use this alias email when setting up online logins to that client’s online banking and vendor portals.What is really cool is that when we list this email address as one of the client’s email address
When My Week cards move out of Done back into My Week
Looking for some My Week process suggestions! We are pretty new to My Week, so as we start using it we’re encountering scenarios we hadn’t anticipated!Key points of our processes:The Work Assignee for us stays consistent through the whole process of completing the piece of work Each piece of work generally has three people involved - a preparer, a reviewer, and a final senior review before the work is delivered to the client Some types of work will have a couple of touch points for the preparer and reviewer Current ownership of work is based on the status (e.g. Initial Preparation means the work is currently with the Preparer, when the status changes to Client Blocker it’s owned by our client success team to follow up on etc.)Problem:Once a preparer has completed their first set of tasks, it makes sense for them to move the card into the Done bucket, but based on this page, a change in Status is not a trigger for a card to move back out of Done and into This Week. This means that if th
Estimated date of release for the new time and billing feature
Good day,I wanted to find out if anybody knows the estimated date when the new billing feature of Karbon will be released? I have gradually switched over my firm to capture time on KarbonHQ and fully switched over from Xero Practice Manager on the 1st of August. As I understand, the release will be in August but a more accurate date will be much appreciated for planning. Regards!
Your #2021inKarbon snapshots!
Karbon customers! Keep an eye out in Triage for a small surprise today — your personalized #2021inKarbon snapshot. We hope this serves as a timely reminder of just how much you did during what was another challenging and turbulent year for most. Small ask— share with others what you achieved! If you enjoyed receiving this, we’d be grateful if you shared a link to your snapshot on social media using with the #2021inKarbon hashtag and mentioning our Karbon profile. Let’s fill up everyone’s feeds with #2021inKarbon!!!
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
Help trying to setup title for a weekly work item
I am using a template which is called “Weekly Accounting”I can’t remember how we set it up so the title includes the date and it changes every week. That’s what a current one for one of our clients looks likeI use the template then I change the title but I can’t get the title to include the applicable week.Dan
Client Tasks - notifications to clients and printing for workpapers
I use Client Tasks for customised tax return and account preparation checklists, however:When we reply to client queries through the comments, the client receives a notification which takes them into the whole checklist. Numerous clients have complained that they must click through every checklist item to find which item we have replied to, which is time consuming and annoying. Clearly this renders the discussion capacity of Client Tasks practically useless due to the poor client experience, and forces us to call or email instead of replying within the relevant items, which is clearly counterproductive. We are unable to print the list of items with client responses and discussion visible in Client Task for our workpapers.In my view, without the ability for clients to be taken to the comments make and respond efficiently, and without the ability to print full checklists with discussions, Client Tasks is not finished.I’ve invested countless hours into creating various client checklists
Looking for a gig contractor to help with API across multiple platforms
We are a small but quickly growing U.S. accounting firm, looking for a qualified and experienced contractor to help with API integrations across these platforms: Ignition / Karbon / QBO / Pipedrive / Zapier / DocuSign.If you are interested, please contact Don Stewart <email@example.com>
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?
New Improved Product Updates & New NavigationUpdate
We always strive to improve our customer experience here on the community and so we've made a couple changes. We have moved Product Updates to the top navigation (see top of page) for increased visibility.You can find Product Updates here. You'll notice they have the same "Product Areas" as the Feature Ideas, and an improved Search function as well. We always want feedback on how to make this the best experience for you our customers, so please don't hesitate to comment here and let me know your thoughts and feedback!
Contacts Best Practices
I am looking at our contacts - People vs Organizations vs Client Groups - and would love to see what others are doing.For people - Are you creating a contact for each person on a tax return - both taxpayer and spouse? For client groups - are you creating a client group for each joint tax return? And then are you creating work for the taxpayer of the client group? For clients with personal and business returns are you 1) adding the person + organization to the client group? And then do you assign the tax return work to the person and organization or to the client group?
Emails from clients who have not been created in Karbon yet
Hello everyone,New here :) Our firm is currently using Practice Ignition to import clients once they have signed their proposal. The issue we constantly have is emails sitting in our triage from clients who have not signed on with us yet, therefore there is no client in Karbon to attach them to yet. We could create one ahead of time, but I think Karbon would double up on contacts if we do that.Wondering if anyone has any solution to this so they don’t just have emails sitting in their triage that need to be added to a work or contact.Help would be much appreciated or any advice. Thanks!
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