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18 Discussions

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Erin JamisonKarbon Team

posted in Community Feedback

New to the community? Introduce yourself here!

Welcome to the Community! We’d love to get to know you a better, so please introduce yourself! Here are somethings you can add to your introduction: Your Name What you do Favorite aspect of your job Favorite hobby to do outside of work Fun fact about yourself Reply with a quick introduction so we can get to know you better!

Khryzia LargoBeginner

asked in Community Feedback

Notifications - a friend or a foe?

While I have seen a lot of requests, discussions and questions regarding getting notifications here on Karbon, I think it’s high time we implement changes on the notification preferences each user has. Different users, different purposes of using Karbon.I understand that the absence of the sound notification is to encourage deep work; however, on the other hand, other users depend on client submissions, or fast-paced email conversations with colleagues as deep work. Bottom-line is, I think one way to achieve a win-win situation is to provide users the option to modify and set their preferred notification style -- one of which is adding an alert sound once a new item in the triage comes in. Our dear developers might already have an update about this that I might have missed. Please enlighten me. Thanks so much! :)

Brooke RichardsBeginner

asked in Community Feedback

Charge out rates

Hi all,Is there a way to add charge out rates/base rates to colleagues for time tracking and billing purposes?

Stacey TaylorBeginner

asked in Community Feedback

Repeating work Work Naming Convention

Hi,It looks like the options for Working Name Convention have been updated so there is no singular year option available anymore under Repeat Previous Period. Instead of having, for example, “ 2023 BAA” which is what we want, it is now showing as “2022 - 2023 BAA”.Is it possible to have this option added back in please?Thanks in advance, Stacey

Donna CoxBeginner

asked in Community Feedback

My Week work not showing up

We have setup recurring work and my staff have done part of the work and I need to complete it but it does not show up in my week.

Jeremy WellsRising Star

posted in Community Feedback

Delete Repeat Work

I’d love to see the following for deleting repeat work:Make it an option by either clicking the repeat cadence under “REPEATS” in the main Work view or under “Edit Repeat Settings” in the Work’s three-dot menu. It’s several clicks and a full-page scroll to get to Delete Repeat currently. When a contact’s “Contact Type” is changed to “Inactive,” automatically delete all repeat work for that contact. After deleting repeat work, I’m taken back to the Work screen. I’d rather go back to the Work instance that was being repeated (usually so I can delete that instance also).

Jaime DanielsRising Star

asked in Community Feedback

Spell Check in Email

Improve Spell check in email

Kristine GrayRising Star

asked in Community Feedback

Calendar responses with messages

I struggle with the calendar response emails that I receive in Karbon. If someone writes a message on their response it doesn’t show up in the Karbon triage email. I have to go to Outlook to see if there’s anything written.Can this be fixed?

Darren FortuneBeginner

asked in Community Feedback

In Status timer

Do we have a glitch that’s developed on the In Status time in the list work view. It’s showing in Days Hours Mins…. it’s a bit excessive as you only need to see number of days. Looks too busy with full format

Pauline HaydonBeginner

asked in Community Feedback

is there a plan to have the option to export directly to sheets & docs?

it's great to see growing integration with g suite apps… when will we see the ability to export directly to google sheets & docs? We use g suite for everything as you’re killing me with the copy and paste into sheets to share with my team…

Michael DawesBeginner

asked in Community Feedback

Download All option requires entry of folder name for each file being downloaded

When you select Download All attachments and the folder displayed is not where you want to save the files, you then have to change the folder for every file being downloaded. Karbon should save all files to the newly nominated folder without having to do it for every file being downloaded.

Ken RogersRising Star

asked in Community Feedback

Karbon and Intuit Practice Management

In general - when we see the planned updates and a future roadmap for Karbon - how does that translate to planned updates and a future roadmap for IPM?

Johann GoreeRising Star

asked in Community Feedback

Certification levels

Can the certification be broken down into different levels? Not all my team need to know how to set up templates and have access to insights but all need to know how to work in Karbon and communicate in Karbon so a standard level and an expert level of training would be great. At the moment I’m only asking managers and above to undertake Karbon training but would love to get all staff to understate a more basic level as part of their induction to the business and processes

A

Johann GoreeRising Star

asked in Community Feedback

Training Material Updates and demos

Firstly, when will training modules for the new features be available? I’m think specifically the document storage, calendar and practice insights? Secondly for products that are additional costs like the new insights feature, it would be great to have pre recorded demos available on this community to watch and help us decide if we want to book calls and trials on the additional features.

Mike LiangRising Star

asked in Community Feedback

Bug fixing and new feature request

Karbon and peers, Currently, I understand there is no central place for reporting bugs of Karbon system. I only know the place to request new features. However, for existing features, if there is a bug (e.g. below), I would strongly a place either in this community of somewhere else for the users to report. I hope all the bugs can taken care by the development team of Karbon serious and timely and trackable. Can other peers echo this idea? The reason is simple. Client Group: When a client is added to two or more client group. When we do the filering of work by client group, the work of the client only appear when you filter the first client group. However, when you filter other client groups where the client is a member, that work won’t appear.

Admin EMBRACEBeginner

asked in Community Feedback

Search to do items

There is no direct way to search to do items? Only by looking at email and notes. Can I please suggest in the future that there is an option for this. Thank you

DavisCPABeginner

posted in Community Feedback

Karbon vs Intuit Practice management

I think this is ridiculous, especially for those of us who have been with Karbon from day one but even for new customers.If you buy Karbon from Intuit, the pricing per month per user paid monthly is Team $60, Business $85 and Enterprise $99. This does not account for any discounts intuit is currently offeringIf you buy it directly from Karbon, he pricing per month per user paid monthly is Team $75, Business $99 and Enterprise $??.Clearly, intuit is not doing this for free, so they are paying and even lower amount to get the service.

IvanBeginner

posted in Community Feedback

welcome

Hello everyone!I am Ivan Čuka and I am the CEO at TAXTORRO in Czechia in Prague.Together with my wife, I founded a modern accounting and tax service in my 50s. In the company, I am responsible for all modern technologies (administration and development), as well as sales and communication with clients. Like Stuart, I make sure that the company is sufficient capitalized and we can choose the people and systems we want.I enjoy expanding the automation of processes in accounting and tax consulting, but actually anywhere. I love this time when it is possible to connect almost anything, all for an affordable price and without being experienced IT.Funny fact - I'm not an accountant and I've never worked as an accountant.

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