Replies posted by Whitney Saunders

8 Replies

max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
posted in Ask a Peer

Exploring the Integration of AI in Accounting: Let's Discuss! 🤖📊

Here’s one tool I’ve been testing a little: https://formless.ai/c/7ISJ6OcPAg74 I’m curious what y’all think of the user experience on the receiving end of it. Would you be using this to get a feel whether a client is a fit for your firm? My feedback is that it’s very “AI” in response, basically reiterating what I input but with added acknowledgment. I do like the idea of using it as a form of sorts, more interactive with how you obtain information. 

8
max
Sr. Karbon Community Guide
5 months ago
K
Beginner
Kitty LoBeginner
asked in Ask a Peer

File downloads - The documents downloaded is less than the number of files available to download

We had a similar issue (with the Download All button for email attachments) and raised with Karbon Support who told us yesterday it was fixed, is it fixed for you? 🙂 I tested and it downloaded everything except one file.. not sure why 🤔  Definitely not fixed, I just did a trial to download five attachments and only 3/5 downloaded after reading your comment today. Strangely, every time I “download all” it’s a different amount downloaded. I just did it again with the same client and 4/5.

7
leigh
Karbon Team
7 months ago
K
Beginner
Kitty LoBeginner
asked in Ask a Peer

File downloads - The documents downloaded is less than the number of files available to download

Hey, It’s not just you! We’ve had this issue as well and have brought it to the attention of Karbon’s support team. Right now we are downloading each individual document to ensure none are missed but haven’t received an update on bug status from Karbon. 

7
leigh
Karbon Team
7 months ago
R
Beginner
Renee SparrowBeginner
asked in Ask a Peer

Client Request E-mail not sending

Yes, this has happened to us a few weeks back, where approximately 50 or so client task request emails did not go out as scheduled. I chatted with Karbon’s help and they were able to manually push them out. However, please be aware that if reminders are set up with the client task, those will not go as scheduled. Our reminders were sent out at varying times following the manual email push.  I suspect this may be happening to a handful more firms who just don’t notice it. I did not find out what caused the issue. 

3
SamG
Sr. Karbon Community Guide
7 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

One in issue we are running into is: if I click “✨ Summarize” after a colleague leaves a comment and then later that colleague comments again, their name/profile picture aren’t displayed so it looks like an “anonymous” comment without an author.  See below:   @Whitney Saunders is this happening every time or just in this one instance? @Logan Baillie I tested it a bit, and this does not happen every time. This also occasionally happens with emails that break the comment chain and Karbon is aware of that issue. I assume the Summarize feature is working in the same way.

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A
Newcomer
8 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

@Logan Baillie  not seeing the Summarize feature yet @Chris Keody Have you already attempted to log out and log back in? That’s what I needed to do to see the feature. 

68
A
Newcomer
8 months ago
Logan Baillie
Karbon Team
Logan BaillieKarbon Team
posted in Karbon AI

Welcome to Karbon's AI Beta

One in issue we are running into is: if I click “✨ Summarize” after a colleague leaves a comment and then later that colleague comments again, their name/profile picture aren’t displayed so it looks like an “anonymous” comment without an author.  See below: 

68
A
Newcomer
8 months ago
Kristine Gray
Rising Star
Kristine GrayRising Star
asked in Ask a Peer

Better workflow from Triage to My Week

I am working through the best way to utilize My Week as well. Here’s a thread that I’ve been referencing: To-Do vs My Week vs Work. I’d love to see what other firms are implementing. 

5
Rebecca Williams
Sr. Karbon Community Guide
11 months ago

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