Community Guides

Tips, tricks and guides to get the most out of the Karbon community platform

  • 30 Discussions
  • 64 Replies
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started this topic

List of Community 'how - to' guides

This community platform is fairly straightforward but we love  being helpful and have pulled together some basic guides to give a quick over...
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30 Discussions

Erin Jamison
Karbon Team
Erin JamisonKarbon Team
published in Community Guides

Community Rules & Guidelines

Karbon Community is a space for Karbon users to discuss, learn, share experiences and inspiration. Your engagement will help to make the Community a valuable resource for you and other accountants all around the world.Help us influence the future of this community by choosing to engage in discussions that make this forum an interesting place to be – and avoiding those that do not.These Community Guidelines will remind us all how to act within the community and also to understand what to expect from others in this space. Respect othersWhile we appreciate the opinions of all and a healthy debate, we still want to keep a welcoming environment. In order to maintain this for all users, your participation should always be constructive and respectful of others.Please refrain from posting anything unlawful, libelous, defamatory, inflammatory, obscene, pornographic, racist, indecent, lewd, harassing, threatening, harmful, invasive of privacy or public rights, or abusive content. Avoid off-topic

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Erin Jamison
Karbon Team
3 years ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
published in Community Guides

Getting started in Karbon CommunityTutorial

Welcome to the Karbon Community: a virtual forum for you to connect, share knowledge, ask questions, and learn from Karbon users all around the world. Here are a few quick tips for getting started:   Complete your profile information Everybody likes to know who they are speaking to. By adding more information to your profile, you are more likely to receive better and quicker replies from other users. Try adding things such as:  A profile picture (you can add a picture of you or what you like) A signature (a sentence which will be displayed at the bottom of all of your posts) The country and the city that you are from Introduce yourself We’re excited to get to know you! Introduce yourself here and see who else is a member of this community.   Your participation counts The success of this Community relies on activity from members like yourself. The conversations we have here set the tone for everyone. Help us influence the future of this community by choosing to engage in di

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Erin Jamison
Karbon Team
3 years ago
Cross-Border Client Concierge
Beginner
Cross-Border Client ConciergeBeginner
asked in Community Guides

Logo appearing twice

 Hello,Your logo and our logo  are appearing twice in Karbon. What could be the problem?

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Cross-Border Client Concierge
Beginner
9 days ago
D
Beginner
Dianne QuiamcoBeginner
asked in Community Guides

DOCUMENT UPLOAD NOTIFICATION

How do we enable any notifications if clients would upload documents in Karbon?Thank you

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J
Superstar
27 days ago
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Beginner
Ketan PatelBeginner
asked in Community Guides

How to fetch team members of Contact using API?

How can I retrieve the team members associated with a contact using an API?I have retrieved all contacts using an API, and I am now looking to fetch the related team members for each contact.Thank you so much for your attention and participation.

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StuartK
Karbon Team
1 month ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
published in Community Guides

How to submit your Karbon feature idea

Welcome to the Feature Idea section within the Karbon Community! This is where you can suggest new ideas that will help make Karbon even better. We’re excited you’re here, and encourage you to share your ideas.To share your idea/s with us, simply click ‘submit an idea’ and follow the prompts.To ensure all Community members can enjoy sharing and engaging in potential feature ideas, we have some guidelines for everyone to follow. Search firstIt’s possible your idea has already been submitted, so to avoid any double ups, please search existing ideas first. You can then contribute directly to the existing conversation. Voting and choosing feature ideas to develop nextWe value all feature ideas submitted by our Community, and we read each and every request. But in addition to customer feedback, there are many factors that influence which features we implement. If an idea has a high number of votes, this doesn’t necessarily mean it will be added to the product roadmap. In the same way, if an

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J
Beginner
1 month ago
K
Beginner
Ketan PatelBeginner
asked in Community Guides

How to fetch Organizations of Contact using API?

How can I retrieve the organizations associated with a contact using an API?I have retrieved all contacts using an API, and I am now looking to fetch the related organizations for each contact.Thanks in advance.

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Paul McCarthy
Karbon Team
1 month ago
Charmie Luansing
Beginner
Charmie LuansingBeginner
asked in Community Guides

Setting up to-do date

Is it possible to set the to-do date for a repeating work item like “Every third week of the month”? Thanks!

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Katharine
Beginner
2 months ago
Steve Wortman
Rising Star
Steve WortmanRising Star
asked in Community Guides

Open in Lacerte

On the contact detail page under the heading "Lacerte Tax Client" there is a blue "Open in Lacerte" that looks like a link. However when I click on it nothing happens. Is this just informational and not a link? 

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Steve Wortman
Rising Star
3 months ago
Deniel Darullo
Beginner
Deniel DarulloBeginner
asked in Community Guides

Emailing Client Task Portal

Client tasks to the same client email, sent by various sender to receiver - do these show together in the client portal ? Does the client see open and closed tasks? Are all the various client tasks from different work together in the client portal - visible to the client ?   How are the open tasks grouped - is this by work?     What can the client see in their portal?  -  The Work name?   The Client Task group name ?  The tasks ?   The Sender of the Client task?   Is the Client Task portal by the client email address ?

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Victoria Peters
Sr. Community Champion
4 months ago
A
Beginner
Andrew MillerBeginner
asked in Community Guides

@TAGGING

HiWe cannot @ tag team members in karbon, is there a setting we need to consider?

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Rebecca Williams
Sr. Karbon Community Guide
5 months ago
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Beginner
Craig CodyBeginner
asked in Community Guides

Multible business's inside Karbon

We are adding a second pe=ractice to our business along with a partner in that business. Is there a way to set this up (Best Practice) so that when reports are run we can see only 1 business at a time??

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Fischbooks
Rising Star
6 months ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Community Guides

How to: Attach images and videos to your post

It’s easy to add images or videos to your posts.Add an imageYou can upload images to your post by clicking on the small camera icon in the text editor: All common file formats for images are supported (.png, .jpg, .gif)After a successful upload, you can either leave the image in the attachment, or you can choose to embed it into your post. To do so, simply enter it at the part of the post where you would like to have the image embedded. Embed videosAdding videos to your post can be done by clicking on the film roll button: You can add videos from Youtube, Vimeo and Dailymotion.Note: Please paste the original video url, not e.g. the url for embedding videos.After the video has been added, you can choose to keep the video as an attachment, or to embed it into your post. For embedding, please go with the cursor to the place of your text where you would like to present the video, and click on "place in text".

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DianeK
Sr. Community Champion
7 months ago
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Beginner
Quratulain JavaidBeginner
asked in Community Guides

email deletion

Can we permanently delete an email in Karbon?

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Q
Beginner
8 months ago
H
Beginner
Hira UsmanBeginner
asked in Community Guides

Client Task - automatic emails/request

Hi there,I have client tasks set up in my workflows where an email requesting for information is set to go out during the month, but this automatic email seems to be having an issue lately, unsure of the reason. It has happened with a few of my clients, and I don’t know if they’re receiving the emails if I manually send them from the task either. Please advise.Thank you.  

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H
Beginner
11 months ago
Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team
published in Community Guides

What do the idea statuses mean?

Each feature idea submitted in the Feature Ideas section will be categorized by the product team into an idea ‘status.’ See below for more information on what each idea status means.  NewThis is the default status given to newly submitted feature ideas. Your idea may remain as ‘new’ for up to 14 days. Gathering InterestThe product team is providing Community members the opportunity to vote for and/ or add further information on this feature idea. Under ConsiderationThe product team is currently looking into the feature idea and gathering further information. In DesignThe product team is in the discovery phase and is designing a great solution to the feature idea. In DevelopmentThe engineering team is building the solution for the feature idea. Look out for it in Karbon soon. ReleasedThe solution for the feature idea has been built and released, and is ready for you to enjoy. Not on Immediate RoadmapAt this stage, we do not have plans to build this feature idea and it is not in our imme

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SamG
Sr. Karbon Community Guide
1 year ago
Christie Reed
Beginner
Christie ReedBeginner
asked in Community Guides

Why can I not see more than 40 work items in the Work View?

If there are more than 40 work items on the work tab, I cannot scroll through them.  I get a blue circle in the far left corner as if it is thinking/processing, but nothing happens and it does not go past the first 40 work items.  The only way I can find what I need is resort the work under “Name” and hope it falls in the last 40 items, or I have to do a search (hoping I guess the correct key words) to find a specific work item.  However, if I need to scroll through all the items there is no way I can do that if it is more than 40 work items.** This is a recent issue - meaning I was able to scroll past 40 before - this has happened in the last week to two weeks.

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Zach Cochran
Karbon Team
1 year ago
Gcobisa Zono
Beginner
Gcobisa ZonoBeginner
asked in Community Guides

Work Items

Hi there, I trust you are well.Firstly, I am currrently experiencing a work view error, when I go on a client and I want to view the work not completed. It doesn’t show all my work, it will only show 1 or if more than 1 it will show minimal. This is new and would like assistance to be able to view my work items with no problems.Secondly when I view work items, the system is very slow to load work items and slightly glitches, with my colleagues they don’t experience this but I am. Kindly assist as this problem is not making the system user friendly for me at this stage.I would like this to be sorted as soon as possible.

1
J
Superstar
1 year ago
A
Beginner
AliceBeginner
asked in Community Guides

stop the editing function on notes? Is this possible

Is there any way to turn off the edit feature  - except for Admins, on the internal notes?

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A
Beginner
1 year ago
A
Beginner
Albert BassBeginner
asked in Community Guides

creating a calendar

How to create a calendar for meeting and appointments from Karbon

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Amelia Freeman
Karbon Team
1 year ago
A
Anonymous
published in Community Guides

List of Community 'how - to' guides

This community platform is fairly straightforward but we love  being helpful and have pulled together some basic guides to give a quick overview of the main features. How to Login into the Karbon Community How to edit your profile How to see your topics and activity How to subscribe for updates and notifications How to tag other community members How to quote other users Community GuidelinesIf you have any feedback, questions, or suggestions for new community content, we are eager to hear form you!  And hope you’ll share here ...  You can also private message @Dorothy, @Andi Ancheta  or @evanrnhall on the community team. We’re here to help and make this great for everyone.

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Rebecca Williams
Sr. Karbon Community Guide
1 year ago
A
Anonymous
published in Community Guides

How to: Tag or @mention a member

Just like many of the other platforms you use - when you tag another user in your question or comment, the platform will notify them that they were mentioned in a post.  To tag a user, you simply start with the @ symbol, then begin typing their username.Example:  @Andi Ancheta  The platform will suggest matches, and you simply select the username of the person you would like to tag. As soon as you post your message, the user will receive a notification that they were mentioned, and a link to the post.  

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A
1 year ago
Ian Vacin
Karbon Team
Ian VacinKarbon Team
published in Community Guides

Launching 'Feature Ideas' on the Community

Since its launch last year, the Karbon Community has grown into a vibrant place for customers to share tips and tricks, ask questions, and learn from each another. And to make the Community even better, we have just launched Feature Ideas. This new section allows you to suggest, vote for, and track app improvements that will make Karbon better for everyone. It makes it easier for you and all customers to be heard, see each others ideas, and know what is coming next.We are looking forward to your input! Ian

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Ian Vacin
Karbon Team
1 year ago
A
Anonymous
published in Community Guides

How to: Login to the Community

Karbon Community uses single sign-on (SSO), which means you can login using the same credentials you use to access the Karbon app.  Access the Community from KarbonAccess the Community directly from Karbon, either in the main left-hand menu, or from the Help & Feedback menu.Logging in from the CommunityYou can also log in from the Community itself. Click Login in the upper right and you’ll be taken to your Karbon login page to complete login.   \ 

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A
2 years ago
A
Anonymous
published in Community Guides

How to: See your topics and activity

In the top right section of the community, you’ll see your Profile button. Click on it, and you’ll see a dropdown that acts like a community inbox showing all of the following….. My ProfileThis section is where you can setup your profile and make changes to your settings. You can read more about that here. TopicsThis is where you’ll find all topics (questions, discussions, and articles) you have created. You’ll be able to sort/filter by ‘Most Answers’ or ‘Most Views’ but by default, you’ll find the topics at the top where there was recent activity. RepliesThis is where you’ll find all of your responses. SolvedThis is where you’ll find all of your responses that have been marked, ‘Best Answer’.  (In case you want some bragging rights) SubscriptionsThis is where you’ll find all of your topics (questions, discussions, and articles) that you have subscribed to or marked as a ‘Favorite’. By default, all of the discussions that you’ve participated in are automatically listed under your subsc

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A
2 years ago

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