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Replies posted by leigh

22 Replies

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Oldest first

Zeke TaylorBeginner

asked in Ask a Peer

Effective Triage Clearing

Hi ZekeMy name is Leigh and I am a member of the Karbon support team and we can assist with issues such as this, I will be entering a support request on your behalf. When you have technical questions such as this please go to Help and Feebdack>Still cant find what you need>Send a message or send an email to support@karbonhq.com and our Support team will be happy to assistLeigh

16 days ago

LusamaiBeginner

asked in Ask a Peer

Reducing template sections to one role

@Rebecca Williams Thank you will look into it!

4 months ago

Tom KneelandRising Star

asked in Ask a Peer

Google Drive DMS

Hi @Sanjeev Desai We do not currently have a timeline for this integration, we have raised this with our Product team and will update you once we have more details, thank you for letting us know the urgency for you, we hear you and understand.Leigh

6 months ago

Kitty LoBeginner

asked in Ask a Peer

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

Hi everyone,Thank you for the feedback, we have our engineering team looking into this, can I ask anyone who has not submitted a support request to help us by doing so? Go to Help and Feedback>Still can't find what you need and start a support chat or if easier please send an email to Support@Karbonhq.com and we will gather your specifics to include in our investigation.Thank you, we will send an update once addressed LeighKarbon Global Support Manager

6 months ago

Anonymous

published in Ask a Peer

New Improved Product Updates & New NavigationUpdate

HI @MikeLiang Wanted to reach out to assure you that our Karbon development and maintenance of the product is very dependent on what we hear from our customers and future customers in terms of what is important to their business. We have several development teams working on new features and maintenance and improvements to existing features. Please feel free to email me directly at leigh@karbonhq.com and we can set up time to discuss further.

69112

1 year ago

Ken RogersRising Star

asked in Ask a Peer

Anonymous

OneDrive added to document management, and much more!

@Ashliegh Evelyn Hi Ashliegh! Welcome! I will forward your question on to our Kabon support team, we will reach out to assist with your question, additional resources and details for you.Will be reaching out soon!Leigh

148826

11 months ago

Anonymous

OneDrive added to document management, and much more!

@Ken Rogers Hi Ken, Leigh from the Karbon support team. Often when we have product releases in Karbon, we partner with the Intuit team to have a staggered release approach to ensure that the new, great features are stable and delivering for the Karbon customers prior to releasing for IPM. We can work with the Inuit team in regards to product updates and the customer visibility. Thank you very much for your feedback, it will help us deliver both in functionality and communication.Leigh

148826

11 months ago

Susan VigilRising Star

asked in Ask a Peer

Work in My Week with Reassigned Tasks, but They Aren't

Hi @Susan Vigil @max Max, thank you as always for helping! Susan, will forward this question on to our support team and have someone reach out to you to discuss further. Leigh

1 year ago

Cindy MooneyBeginner

asked in Share Tips & Best Practices

Excel download

@Cindy Mooney Hi Cindy! Welcome to the community, Leigh here from Karbon support, if you are still in need of assistance please either go to help and feedback within Karbon>still cant find what you need and we will be happy to assist, or if you prefer an email to support@karbonhq.com will also route you to our Karbon support team who can assist. @max Thank you for all of your excellent suggestions for Cindy! So appreciated!Leigh

1 year ago

Ken RogersRising Star

asked in Community Feedback

Karbon and Intuit Practice Management

Hi @Ken Rogers often IPM releases are delayed a few weeks from the Karbon releases to ensure we have the customer sentiment and confidence available for Intuit to determine timing. The roadmap is the same, just the timing can be staggered. Let us know if this is helpful.Leigh

1 year ago

Susan VigilRising Star

asked in Ask a Peer

Repeating Work Showing Blank

@Rebecca Williams this solution will be for all Karbon customers, we will reach out after release tonight to ensure resolution

1 year ago

Natalia ZacharinBeginner

asked in Ask a Peer

Pin Karbon to Task Bar

Hi Natalia,Will forward this on to our Support team to help with this for you, we will have suggestions for you to alleviate this issueLeigh

1 year ago

Susan VigilRising Star

asked in Ask a Peer

Repeating Work Showing Blank

Hi @Susan Vigil this has been reported to our product team and will be resolved on July 12, 2022. So sorry for the inconvenience.

1 year ago

Michelle TurnerRising Star

asked in Share Tips & Best Practices

Comments - screenshots

@Michelle Turner @max Hi Michelle, Welcome! We will have on of our AU Support managers reach out to you today to troubleshoot further with you! Talk to you soon!Leigh

6 months ago

Natriya AnekboonBeginner

asked in Ask a Peer

Date Format

Hi all,Update on this issue, there was a fix deployed last week in Karbon but we have identified that if your browser language settings are incorrect this can also cause this issue, please check your browser language settings via the below steps:Change the language of your Chrome browserOn your computer, open Chrome. At the top right, click More. Settings. At the bottom, click Advanced. Click Languages. Language. Next to the language you'd like to use, click More . ... Click Display Google Chrome in this language. ... Restart Chrome to apply the changes.If this does not correct your problem reach out to Support via Help and Feedback in Karbon or send us an email at support@karbonhq.com where you will receive a reply to your inquiry. Thanks,Leigh

1 year ago

Natriya AnekboonBeginner

asked in Ask a Peer

Date Format

Hi All, We are currently investigating this issue and will have more information by tomorrow, if you have an open support ticket we will send you a reply via the chat. Remember if you are having issues like this to reach out to Support via Help and Feedback in Karbon or send us an email at support@karbonhq.com where you will receive a reply to your inquiry.Thank you for your feedback, it helps so much!Leigh

1 year ago

Anonymous

Faster contact bulk updating and registration for feature beta testing

Just wanted to let you all know that we have resolved the issue from yesterday with the bot for the bulk upload functionality, please let us know if any questions. Thank you for your patience

84718

1 year ago

Krista OwrenBeginner

asked in Ask a Peer

How long does Karbon save documents/work items?

Hi KristaSaved documents don’t get deleted, only way something will remove is if someone deletes the work or archives the item. If the item is in a task or client task, as well it will need to be manually removed from there to be completely removed. Hope this is helpful.

2 years ago

MiyaRising Star

asked in Share Tips & Best Practices

What are best practices for managing taxes and extensions?

We recommend setting you tax workflow start date to be the moment you can start the work (e.g. January 1st or so) and the due date when the work has to be completed (e.g. April 15). Set the work on a schedule so that all future work items will always have the same statutory start and end dates. Then, create an extension section in the workflow that has an automator that once the section is completed moves the work status to Waiting - Extended status. This gives you the option to move any tax work item to extension while preserving all the work that had been done thus far. Once you are ready to work on the work item again (e.g. August), just continue working on the work and the next section you complete will move the work via the automators into the appropriate work status. With the work start and due date fixed, you can also move out the due date to the extension due date (e.g. Oct. 15) while ensuring that the future work items aren't impacted.

2 years ago

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