If a client changes email addresses - do you delete the email or leave it there for historical purposes?
If a client has an email address (A) and then changes to a new email address (B) and asks you to use that one going forward - what do you do in Karbon?I like to encourage the saving of all email addresses that we correspond with (i.e. real people, not necessarily email addresses from auto-generated emails).We can delete the email address A, which reduces the risk of it being used in the future, when it shouldn’t. But then it’ll look like it’s an email address we haven’t saved (and we have no way of knowing why, so may save it again in future).If I keep the email address, how can I show it shouldn’t be used?
Hello, I noticed during testing that every time I send an email to a client (whether it was an automated one from a work template or just from the create a new email button), the emails were always sent more then once. Sometimes, they are sent more then twice. When I created a work item and had the client request sent automatically from the template, the same email was sent to the client 8 times. However, one thing I noticed was that even though the email was sent 8 times, the “MANAGE CHECKLIST” button did not work for any of the emails (showing up with an access error), except for the very first one that was sent in the chain of emails. After clicking the button in the first email, the buttons in the other 7 same exact emails would work fine. Why is this the case and how can I resolve this issue?
Add a Slack conversation to a Karbon timeline and assign it as a task to colleagues with the Karbon-Slack integration. This release also includes enhancements to the Companies House integration, a change to the default resource planning week for recurring work items, and the ability to accept New Zealand card payments. Slack integrationSlack can be great for quick, fleeting conversations. But these often turn into conversations that should be organized in a more permanent location with greater accountability. Karbon’s integration with Slack solves this.You can now take any post from Slack and add it as a note on a Karbon timeline. You also have the option to assign the note to a colleague and add a due date. Learn more and bridge the gap between your instant chat tool, and your team collaboration and workflow. Companies House integration enhancementsThe Companies House integration, which allows United Kingdom customers to connect their organisation contacts, has been given several imp
Are you passionate about Karbon and the future of practice excellence? Are you motivated to drive change and revolutionary solutions in the accounting profession world wide? Are you a strategic thinker who likes to test and design new concepts? Then the Karbon Customer Council (KCC) is the committee for you! We are opening our 2024 Customer Council application process to help us achieve our objective of building the world’s vital operating system for accounting firms, meet the needs of our customers, and shape the future of the industry. The Council is a place for innovative and community-minded individuals who have an interest in shaping the future of Karbon and its capabilities through open and frequent engagement and feedback. If you fit the description and are interested in becoming a member, please submit your application here: The KCC application process will be open from November 14 2023 to January 12 2024 for those interested in joining our advisory group. For more informa
Hi Karbonites,I’m looking around for a software to help us streamline our financial statement preparation. We have played around with TenkeyATB, but there are a few red flags:The website lags pretty badly when doing regular activities. The saving operations are not straightforward and we have moved ahead without saving and lost progress. It’s way to easy to delete things like account groups, journal entries, etc. without warning or confirmation. The report writer is extremely basic and doesn’t link with the financial statement. Account numbers are required.I’m curious if anyone has found a software that:Imports data from QBO/Desktop/flat file Allows account grouping and re-classification. Book and tax JEs with good workpaper representations Financial Ratios Visually professional statement and report output Statement-linked report writer with notes library Cloud-native (preferred, but will go self-hosted if necessary) UltraTax line mapping and export (preferred but not required)Other so
I’ve sent a Client Request to a client, and they’re getting a blank screen. A colleague tried to open the link and said that they had an expired link.I’ve tried accessing the link and it takes me to the checklist with out any issues. Is there any reason that the link would still work for me (the sender), but not to anyone else?
Hello, I continue to have issues with the integrations of Lacerte and Karbon. I’ve read that this is a bug, but Lacerte continues to sync contacts with Karbon, but not create the tax workflows like it did before. Are there updates? Thanks, Jeremy Knight, CPA
Hi Team, Can you please assist? Client is having issues when trying to access the portal. He’s tried through the client task request, and I tried setting him up with an account (username & password). Hi Nicole! Just tried it and once I logged in it took me to a blank page! I tried in chrome and i was getting a message saying the password and email werent valid even though its the one provided. I'm sorry for all the trouble!! Please let me know if theres anything I can do to help! Thank you!
Any chance we can customize our Triage Task list?For example, we have Low Priority and Later, but I’d like to be able to organize tasks using the Getting Things Done method.Karbon aligns fairly well but not close enough. Can we gain some control over our Triage options?For example, changing “Low Priority” to “Waiting For” and/or creating a “Next Actions” list.It would be very helpful to Triaged items by context instead of by priority.
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
All of my colleagues and I have email sharing turned on.If I add a second email address to a Contact, it automatically turns on sharing for that email address, for all of my colleagues, but not me.If I try and manually turn on email sharing for that email address, it doesn’t work (e.g. I refresh and it shows me as not sharing).Anybody else had that happen?
I am incredibly confused with how correspondence is saved to timelines. My understanding is that if an e-mail is received from a certain client (e.g. a corporate entity) it will only be automatically saved to the timeline if it is from the primary contact. There are other people that I send e-mails to in the organisation and I would have thought that their correspondence should be automatically saved to the organisation timeline, if I set them up as a contact? Apparently this is not the case and Karbon is designed like this on purpose but I don’t understand why? Therefore, it becomes a manual process to remember to save e-mails to timelines which is likely to lead to things being missed. Perhaps, I am missing something?Also, in addition, if you are looking at an entity timeline, is there a way to filter out the correspondence from a certain department that you don’t want to see?
Hi All!When setting up templates & tasks with reoccurring jobs, if you update the tasks within the template does it update the reoccurring jobs? I thought I saw that if the tasks weren’t yet assigned within the job and you updated the template, the new tasks would flow through. Looking forward to hearing from the community.
I’m wondering when we will be able to have multiple email address to use in Karbon? My company has two divisions and we each have two email addresses. I know Karbon has talked about being able to manage several email boxes within one login, and I’m wondering when that is likely to happen? Thanks!
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