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leighKarbon Team

Updates to Work, Client Portal, Settings, and more!Blog

WorkNew ‘In Status’ columnIf your firm uses the First In, First Out (FIFO) or Last In, First Out (LIFO) for production planning and processing, being able to sort work items based on when their workflow status changed is essential for knowing what to action next.To enable this, a new column called 'In Status' has been added to the Work List. When a work item changes into a new status (including creation), the duration it has been in that particular status will be included in the work export (date and time). Items without a status change date will always be at the bottom, regardless of sort direction.Client PortalEntities with the same emailFor clients that manage multiple entities with the same email address, we have added the client name to the request. This increases transparency over who the work belongs to, so they know what to action and for which entity. This will appear on both the magic link view as well as the logged-in view.SettingsPermissions page is easier to navigateThe pe

Tom KneelandRising Star

asked in Ask a Peer

documents list

Does anyone have a generic document list or cognito form they are willing to share that all clients get to request current tax documents etc. This as opposed to sending the outdate pdf organizer.

LD7ERising Star

asked in Ask a Peer

Work Creation - Bulk Change Create Work

Is it possible to perform a bulk change to the Create Work field in repeating work items? For example, I have 400+ work items that will be triggered into creation on 10/15 as the create work is currently set to 6 months before work start date. I would like to bulk change this to 3 Months before work start date (ideally 4 or 5, however not a choice available).Or is this something that could only be done on the back-end by Karbon support?t/y

Rebecca WilliamsSr. Community Champion

asked in Ask a Peer

When My Week cards move out of Done back into My Week

Looking for some My Week process suggestions! We are pretty new to My Week, so as we start using it we’re encountering scenarios we hadn’t anticipated!Key points of our processes:The Work Assignee for us stays consistent through the whole process of completing the piece of work Each piece of work generally has three people involved - a preparer, a reviewer, and a final senior review before the work is delivered to the client Some types of work will have a couple of touch points for the preparer and reviewer Current ownership of work is based on the status (e.g. Initial Preparation means the work is currently with the Preparer, when the status changes to Client Blocker it’s owned by our client success team to follow up on etc.)Problem:Once a preparer has completed their first set of tasks, it makes sense for them to move the card into the Done bucket, but based on this page, a change in Status is not a trigger for a card to move back out of Done and into This Week. This means that if th

Rob LileRising Star

asked in Ask a Peer

Reassigning Work throughout the work cycle

Hi everyoneI wanted to ask how others handle re-assigning Works please.We are changing our workflow so that the Work reassigns using automators once someone completes their section.(based on valued advice from the Community :-)However, if the last person the work is assigned to is say me and it stays that way once the work is complete, then will the next repeat also be assigned to me, rather than to the first person in the cycle?Do we need to put in an automator at the beginning of the Work to ensure it is assigned to the right person? Or to do that at the end of the previous Work so that the repeat picks up the right person to start the Work?Would appreciate your thoughts.Thanks!Rob

Brian DavisRising Star

asked in Ask a Peer

Karbon and Sureprep

question for you Karbon and Sureprep users: sometimes clients will send me an email with information for their tax return. Currently i drag and drop that email into the Sureprep binder. With Karbon, i seem to have lost that ability to easily add the email to a Sureprep binder. I’m wondering if anyone has a way to handle things like this.

evanrnhallKarbon Team

Calendar integration is here! (and more)

Sync both ways with Google and Outlook calendars Calendars are at the center of most of our working lives and based on your feedback, we know a calendar integration in Karbon is in high demand. With that in mind, we're thrilled to announce our two-way calendar sync in My Week.This new feature allows you to sync Karbon with your Google or Outlook calendar (Exchange coming soon), allowing you to see your availability all in one place and lessening the burden on context-switching between calendars.The fact that the calendar integration is a two-way sync means that your calendar is updated in real-time. Google or Outlook calendar events will immediately appear in Karbon and vice versa.This means that all your calendar events will be current and accurate. You can book with confidence, knowing that there’s less possibility of multiple bookings and schedule disruptions. Fast and easy setupIt takes less than 30 seconds to set up the integration. Simply navigate to My Week and click on ‘Connect

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

Karbon API Examples

Skip Ahead:Introduction Examples Add a template-based work item to a list of clients Basic tools for running API requests (Python) IntroductionPlay along at GitHub: https://github.com/dchrm/human-accounting-mastermindThere are certain things in Karbon that I cannot automate the way I want, so I found that the API has worked in many cases. I’m curious how you are using the API. What problems are you solving? I’ll be sharing my implementations here and I welcome anyone to join and share theirs as well. I’ll edit this post with your examples so that we can start to build a repository of real-world DIY API implementations.ExamplesAdd a template-based work item to a list of clientsOur firm is focused on continuous improvement, so we quickly learned that annual recurring work items carry forward with them the poor layout of the year before. We are continually updating our templates with new learning, but our recurring work was missing out on the new way we were approaching work. We d

AntoniyaB.Superstar

asked in Ask a Peer

Are you usaing Xama for your Practice?

If so, I’d love to hear your feedback!

Erin JamisonKarbon Team

posted in Community Feedback

New to the community? Introduce yourself here!

Welcome to the Community! We’d love to get to know you a better, so please introduce yourself! Here are somethings you can add to your introduction: Your Name What you do Favorite aspect of your job Favorite hobby to do outside of work Fun fact about yourself Reply with a quick introduction so we can get to know you better!

Jarett SBeginner

asked in Ask a Peer

To-Do vs My Week vs Work

Hey Everyone, Our firm is having some difficulty determining where we should be looking to see outstanding work for our team. We are using some iteration of To-Do, My Week, and Work as each one of them some benefits as well as their shortfalls. To-DoThis is what we have everyone use as it has the ability to list all tasks at a granular level. Our work item set up isn’t task heavy. Anything that can be done in one sitting is listed as one task with multiple steps in the description. What we do not like about To-Do is that you cannot get a total time budget allocation for all tasks in a given time period nor is it guaranteed that they will all show up on the client profile as work completed for a client. Example would be small tasks that were assigned from emails and not attached to a work item are not visible as items that were completed for a client when we are assessing how much out of scope work we do for a client throughout the year. My Week We have not yet been confident enough in

Rowena Vincent-NordinBeginner

asked in Ask a Peer

Change work type on a work Item

I am new to Karbon and cant find how to change the work type on a work item that has already been created with the wrong work item. Does anyone have a way to do this?

Pauline HaydonBeginner

asked in Community Feedback

is there a plan to have the option to export directly to sheets & docs?

it's great to see growing integration with g suite apps… when will we see the ability to export directly to google sheets & docs? We use g suite for everything as you’re killing me with the copy and paste into sheets to share with my team…

Jenelle EBABeginner

posted in Ask a Peer

Amending Completion dates in work

Hi all, I am hoping that it is possible (or at least on the roadmap it will be possible) to amend a completion date to the day it was actually completed, even it it’s marked off after the event. I have an employee who is getting used to changing statuses as we go, and to be honest, I sometimes forget myself. However I can usually tell from items on the timeline of a piece of work when it was completed. If I mark things as complete in my regular cleanup of work, it gives a misleading picture of how long it takes to go through the various stages. Thanks.

Tom KneelandRising Star

asked in Ask a Peer

IPM Contact/Organization Sync Steps for Tech Stack

For Contact Sync I have the following products that I would like to all sync. I can use Zapier if needed, but I doubt that is the case. I believe the order for connecting the products to avoid duplicates etc. is:Connect Lacerte Tax (I use IPM) Connect QBO (just QBO not time) Connect Ignition Stay away from Google Contact Sync unless that is just doable for the My Contacts section.Just setting up now, so want to think twice and sync once:) ~Tom

Tom KneelandRising Star

asked in Ask a Peer

Portal Options

While I see that clients can choose to login to the portal and see all requests. I have several clients who want to see items in a folder structure. For example, they login and they can click on 2021, see the tasks that were performed and also just files (without having to drill down on requests). So, let's say I send the client a draft 1040 as a client task asking them to review. My clients would like to see the tax returns by year when they are in the portal. 2019, 2020 etc. I know this is much more like a ShareFile structure, but i gotta give the people what they want:)

Richard OliverBeginner

asked in Ask a Peer

Can you create a status for email sent to My Week

I would like to know if its possible to create a status for emails so that I can filter better in my week.

evanrnhallKarbon Team

Document management in Karbon

Connect your Document Management System (DMS) to Karbon and manage client work files from a single source of truth. Today, we’re kicking off with Dropbox (OneDrive and more coming soon).With document management in Karbon, you can: Seamlessly integrate with your DMS Automate file organization and backups Save your files where you need them Collaborate on files Learn more about document management in Karbon. Introductory webinarsRegister for an introductory webinar specifically for Karbon customers. We’ll use Dropbox as an example and demonstrate how to: Connect your own DMS Automate your file organization and backups straight from Karbon Copy work data from Karbon, including email, notes, and client tasks, to keep everything in sync with your DMS Session 1: Tuesday May 24, 8.30am PDT | Tuesday May 24, 4.30pm GMTSession 2: Thursday May 26, 4.30pm PDT | Friday May 27, 9.30am AEST(note: both sessions will cover the same material)

evanrnhallKarbon Team

Accept meetings from Triage, analyze budgets, and plan for inefficiencies with KPI budget power BI workbook and more.

TriageRespond to meeting or event invitations in TriageConnecting your calendar in Karbon will ensure you can respond to meeting invites directly via Triage. Responding with your preference to the meeting or event will automatically be added to your calendar. You can change your response at any time by clicking on the calendar event in My Week. Karbon Practice Intelligence PowerBI workbookAnalyze budget to plan for inefficienciesWe’ve added another workbook to Practice Intelligence. The budget workbook allows you to perform a detailed analysis and look at the budget retrospectively. Have visibility and answer critical questions about potential reasons that actual time/cost are over the budgeted amounts, view active work items that are already over budget to look for efficiencies, and plan accordingly. Use filters for work types, team members, and work item status directly in Karbon to explore detailed information and understand which clients are over (or close to going over) budget.

Sherry JosephBeginner

asked in Ask a Peer

Upload Picture from Phone to Karbon through Client Portal

can a client take a picture on their phone and upload it to Karbon through Client Portal

JanaBeginner

asked in Ask a Peer

Text messaging in Karbon

Does anyone have a solution to add text messaging into Karbon? We would like to see client texts sent to our phones come into the triage just like email and be able to respond via Karbon.

KamleshBeginner

asked in Ask a Peer

Managing client records

Hi EveryoneWe need help in managing clients records inwards and outward. Client send records by post/email/dext etc. How can we create a records management system? Any idea? With regards Kamlesh Rajput

Nicklas DahlquistBeginner

asked in Ask a Peer

Bi-monthly repeated work

Hi,Is it possible to add a bi-monthly repeat option? If not, is there a good workaround?Thanks!Br Nicklas

Rachel GBeginner

asked in Ask a Peer

Clearing emails

How can I clear emails from Karbon but keep them in my inbox in my regular Gmail?

LuAnn CarpenterBeginner

asked in Ask a Peer

Email attachments

We, at Svihla & Associates CPA have noticed that when we receive attachments in an email, sometimes they are at the bottom of the feed and sometimes they are at the top. Is this normal? We also noticed that when we have a thread of back and forth emails, they are never in the order in which they are sent or received. They are all jumbled up.It would make things so much easier if the attachments were always in the same place and if email were received and read in the order in which they were sent. (does that make sense?)

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