Tips, tricks and guides to get the most out of the Karbon community platform
- 26 Discussions
- 52 Replies
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 ?
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.
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.
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.
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
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
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
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. \
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.
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.
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
How to get email notifications on things you’re interested in or want to follow…..“Subscribing” to content on the community is the best way to keep up to date on topics and conversations. It’s easy to keep track of everything. Here are couple helpful hints. Subscribing to entire categories or forumsIf you find that there‘s a specific area of the community that is particularly interesting, you can subscribe to that entire sub-forum. Simply click on the ‘Subscribe’ button on the top right of the page. Once you’ve done this, you’ll be notified via email of each additional new discussion or article that has been added to this area of the community. Subscribing to questions and conversationsTo subscribe to a question or conversation thread simply scroll to the bottom of the author’s or original poster’s first post, and click on the star . Once you’ve done this, you’ll be notified via email each time that this thread has been updated with a new reply. Unsubscribing for fewer updates and
The conversations in Karbon Community set the tone for everyone. Help us influence the future of this community by sharing your questions, ideas and knowledge. Create discussions of your own, choose to engage in discussions that make this forum an interesting place to be – and avoid those that do not. Before you postPlease use the search function first to see if your question is being discussed in an already existing topic. Finding the right place for your topicFirst, you will have to select the correct category your question is related to.When you have a question, then start a new topic in Ask a Peer If you want to share Tips and Best practices Share them here as a new topic. Choose if your topic is a question or a conversationA conversation is a normal discussion topic. If you make your topic a question, you can mark a reply from another user as the answer. This will help other users who are having the same question to find the solution quicker. Create a titleNow you will have to def
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".
If you made a mistake while writing your post, or if you simply want to add more information, then you can do this by following these steps: Please go to the post which you would like to change. Hover your mouse over the three dots on the right bottom corner, and click on "Edit": Note: When you are new to the community, the time in which you can edit a post is limited to 60 minutes. Users with a higher rank have no limit for editing their posts. Should there be private information in your post which you would like to see removed, please report the topic to a Moderator. This topic explains how to do that.
This is a shared community resource that benefits everyone. So please treat each discussion and interaction with respect and offer feedback always in a constructive manner. Discussions and posts created with the intention to create a strong negative or emotional reaction are prohibited. Let’s keep things positive! Cases in which topics or comments should be reported: Spam Advertisement Soliciting Harassment Private information (Email address, phone number, etc.) Any other content which is in conflict with our Rules & Regulations If you come across a topic or a comment that you think needs to be reported, please click on the three dots on the bottom right of a post, and click on "Flag". Our team will then review the content and take the necessary action. If you should be uncertain whether or not you should report a topic or a comment, then you can go ahead and report it. A Moderator will check your report as soon as possible and will decide further steps if necessary.
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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