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Community Guides

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

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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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Amelia FreemanKarbon Team

published in Community Guides

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.

1683

1 year ago

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.

1673

2 years ago

Albert BassBeginner

asked in Community Guides

creating a calendar

How to create a calendar for meeting and appointments from Karbon

1 year ago

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??

10 months ago

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!

6 months ago

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.

5 months ago

Steve WortmanRising Star

asked in Community Guides

Can we exclude "already billed" fixed fee work from KPI WIP workbook?

The Fixed Fee WIP in KPI includes work items that have already been billed. I’m only interested in seeing items that haven’t been billed. Is there a way to filter the report to include only unbilled? I don’t see that option in the workbook.

2 months ago

Dianne QuiamcoBeginner

asked in Community Guides

DOCUMENT UPLOAD NOTIFICATION

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

5 months ago

Andrew MillerBeginner

asked in Community Guides

@TAGGING

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

9 months ago

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 year ago

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 ?

8 months ago

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

1751

1 year ago

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.

5 months ago

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

14090

3 years ago

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

970

3 years ago

Erin JamisonKarbon Team

posted in Community Guides

How to: Report inappropriate content

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.

3 years ago

Erin JamisonKarbon Team

posted in Community Guides

How to: Edit your own post

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.

3 years ago

Erin JamisonKarbon Team

posted in Community Guides

How to: Change your profile settings

Let other members know who they are talking to by keeping your profile up-to-date. You can edit your profile from Settings. On this page, you can change the following settings: Should there be any questions or issues, please let us know!

3 years ago

Erin JamisonKarbon Team

posted in Community Guides

How to: Start a new topic

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

3 years ago

Anonymous

published in Community Guides

How to: Subscribe for updates and notifications

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

680

2 years ago

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

190

2 years ago

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