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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!
Karbon Email Signature
I was trying to add an email signature in Karbon with some images on it to make the signature fancy and look more professional. However, I noticed that some of our clients whenever they are receiving my email, most of the images on the signature are not showing or even just a box with no image on it. I also find it complicated to paste or create a graphical email signature in Karbon compare to Outlook. Anyone who has a workaround or having the same issues?
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?
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
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: email@example.com is a distribution list that gets sent to three of our firstname.lastname@example.org is an alias of email@example.com 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
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)
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!
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
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
Placeholder in Work Names
Is it possible to add a placeholder (like <%client_name>) in a work template, so that when you assign work it automatically adds the placeholder to the work name? Example: Template Name: 1040 Individual Return <%client_name> Once work is assigned it becomes: 1040 Individual Return John Doe
Capacity Planning... Hitting a Wall
Let me start by saying that I love Karbon… I’m constantly defending it while having discussions with my team, but with the immense growth we’ve experienced during the past couple years it’s getting more and more difficult to plan adequately. At the moment we’re very “project based” with our work, that means tax returns, monthly bookkeeping, attest, one-off projects, monthly CFO work is all contained within its own project, from start to finish. The issue we’re running into now, is that multiple team members may have a function within one project. Those functions may overlap or be staggered in time. As an example, a tax return project may have time inputs of: scanning - 30 minutes, preparing - 1 hour, reviewing - 30 minutes, assembling - 15 minutes, etc.. Now we could budget based on roles at the time we create the project, but that only leaves us with a view of the overall time necessary by the statutory deadline, it doesn’t help while trying to capacity plan on a daily, or weekly bas
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.
My Week: Completing tasks
When I click on a Work instance in My Week, I see what looks like a checklist with the related tasks. When I click a checkbox to mark the task completed, I’m instead taken to the main page of the Work instance, which disrupts the flow and purpose of using My Week. Is what I’m thinking should happen not the intended use?
Editing Repating Work Items
If i create a work item using a template, customise the tasks to fit my clients needs & then create a repeating schedule, what happens if I need to update tasks etc within this work item? Example, if a process changes, how do i edit the work item and ensure the updated details are carried forward on each work item within the repeated schedule?
Esign v Client Task
Hi all,We’ve recently signed up to Karbon and are getting into setting up our processes in the appWe currently send out documents, such as VAT returns via E-Sign software and are considering whether to continue with that approach or switch to sending the VAT return out as a Client Task, to be ticked when approved.E-Sign feels to have more of an audit trail and legality behind approval, whereas Client Tasks feels to be making the process easierAnyone been through the same though process?
Our Next Phase of Karbon - KPIs, Ad Hoc Assignments and QuickBooks Time
Hi AllI wanted to get the community’s help with our next phase of Karbon implementation. We have been using Karbon for just over a year now, and it has provided enormous benefits to our work organisation. Until now, we have used Karbon as a hub for all our work, and a place for team members to organise their own weekly tasks, however we are now getting to the stage where we want to advance our use of the software as we feel we could get much more from it. The main areas we are looking at are KPIs and time. We currently calculate KPIs manually, and report these in an excel file on a monthly basis. The process of gathering these is a little clunky to say the least. In terms of time, we currently use QuickBooks Time, but are yet to link through to Karbon.I’ve put my questions below, and am keen to hear how everyone else uses Karbon in these areas, so please share any thoughts and tips you think we may find useful as we transition into this next stage. KPIsI know we can utilise the Insigh
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
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