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Client statements, engagements filtering + more

Since inception, Karbon has released 20+ product updates each year as part of our commitment to keeping your firm at the cutting edge of technology and innovation. We’re excited to share that starting with this update, you’ll see even more frequent product releases, delivering powerful new features into your team’s hands sooner.This week's update adds the option to download client statements as PDFs, new engagement tabs and filters, and changes to how repeat work is organized. Download client statements to PDFIf you have Billing access, you can now download a client statement as a PDF to save, share over email, or print. Simply click the download icon at the top right of the activity section on the client’s receivables detail page. Easier engagements organizationYou can now quickly filter and organize your engagements on the Billing > Engagements screen with helpful list filters for client, client group, client manager, and client owner. Toggle between the new status tabs for separ

1100

3 hours ago

Leigh Janse Van RensburgBeginner

asked in Ask a Peer

KPI workbook data only updated once a day

It is a big issue for us that the data we can see in the KPI workbooks only updates once daily… this is specifically relevant when we are reallocating work budgets, and would like to make the changes and see the updated report. Any comments or suggestions?

4 hours ago

Joe Montgomery III CPABeginner

asked in Ask a Peer

Way to deliver financials as tax return without the client needing to complete the task?

We currently deliver tax returns and financials as a client task template work item. However, this requires the client to mark it complete once downloaded. Some may prefer to let it sit in their portal and not even look at it at all. I don’t love having so many outstanding client tasks as open or overdue. Is there a way to deliver monthly financials through the portal in a way that doesn’t require the client to complete it as if it’s a task?

8 hours ago

CBC-OfficeRising Star

asked in Ask a Peer

Is it possible to assign to a Team instead of just to a Colleague?

Is it possible to assign to a Team instead of just to a Colleague? We have a few different Teams, for a mix of Client Teams, Department Teams etc. and it would be helpful if emails or tasks could be assigned to the Team as a whole instead of the individual (to start). This process happens already in some cases using the Team Tag. However, would work better with our processes if tasks or Work could be assigned to a Team (think repeat work/task creation) then can be assigned to the individual from here.

776

14 hours ago

Darcy LuteynNewcomer

asked in Ask a Peer

How does Client Owner Work?

Is there a way to add a “Client Owner” to multiple clients without going into each client individually? Can you make Client Owner & Partner the same on multiple clients?

22 hours ago

StuartKKarbon Team

eSignatures (beta)

Obtaining and tracking signatures on documents is a critical but tiring task. Now you can simplify this process, save time, and keep a clean audit trail of activities with the beta release of eSignatures in Karbon.Here’s how it works.Create an eSignature task from a work itemTo prepare documents for approval, in the relevant work item, select Add Task > Add Document eSignature Task. Prepare your document packageOnce an eSignature task is created, click Prepare Documents for eSignature and follow the step-by-step instructions to prepare your documents. Send for eSignatureAfter you set up the document package, send it for signing directly through Karbon. Managing your document signing in Karbon provides you with several benefits:Centralized source of truth: Send, track, and monitor documents in one platform. Efficiency: Reduce the time spent switching between multiple apps for status updates. Visibility: Auto-generated audit trails track every activity that occurs in a document approv

34211

1 day ago

Marjolaine HoldenBeginner

asked in Ask a Peer

Time Entry

Hello Is it possible for staff to enter time weeks ahead - for example if they know they will be on vacation in 3 weeks time. Can they enter that in?

Nitya SivamBeginner

How to get recurring biweekly payroll to show up on the right cut off day. Dosn’t seem to be an option for this.

1 day ago

Leigh Janse Van RensburgBeginner

asked in Ask a Peer

KPI - All work (in all statuses) per person, by Budget assigned

We are trying to see our work, by Budget assigned, whether Completed or not. Resource Planning workbook seems to exclude Completed work. We cannot use the usual Work Dashboard, since this only shows total budget based on the work Assignee, while we would like to see it per Budget assigned (all the Budget assigned to me, not only the work items for which I am currently the work Assignee). In summary, I need ALL my work, for the current month, regardless of Status, and per work budget, not work assignee.Can anyone assist, please?

122

2 days ago

Katrina BrekkeBeginner

posted in Ask a Peer

Running Slow -- Particularly Billing

Is anyone else having issues with the Billing programs running really slowly? We have been having issues since late last week with edits taking several seconds to update, and invoices sending at a painfully slow rate.

2 days ago

Nick BeaudoinBeginner

asked in Ask a Peer

Quaarterly Naming Convention

Hello,Is there anyway to utilize the current naming conventions to display quarterly engagements for recurring work items? For example, we would like to have a work item labeled “Accounting Services - Q3 2024” and create a naming scheme that rolls the years and quarters forward properly. We current have the months of the quarter in the work title but its far less clean. Any advice on this? Best, Nick

413

2 days ago

Nikki DiddensBeginner

asked in Share Tips & Best Practices

Best Practice to capture notes

I am curious on how everyone captures notes during an unexpected phone call or meeting? We use google docs to take notes and then add them to our client’s timeline, but I struggle when a client calls and I do not have our note section open. I end up writing it on a piece of paper and that does not always get attached to the karbon work for me colleagues to see. What are some options that you use?

2167

3 days ago

Rick StrowgerRising Star

asked in Ask a Peer

Deadlines for repeats can't be configured more than 2 months after start date - glitch?

I love the idea of Karbon’s recently introduced feature of being able to add external deadlines to repeating work - my firm is based in Canada, and especially for corporate tax engagements I’d like to set external filing deadlines on all repeats (which fall 6 months after the company’s year-end, although internally we target earlier deadlines).I’m having trouble configuring this - essentially when I’m setting up the repeat details for a work piece and I select the last Deadline menu option so that it will fall on “Day of (2nd, 3rd, ...) month after start month” (pictured below), I don’t get the second selection menu that normally pops up afterwards when I use this same option for setting internal deadlines that allows me to configure the month. I.e. this option seems to currently be hard-coded to the 2nd month after start date because I can’t seem to select any other month. Is this a glitch, or am I just doing something wrong here? I’ve done the usual troubleshooting: PC reboot, trying

164

4 days ago

Lisa DicksonBeginner

asked in Ask a Peer

Is there a way to set tasks to auto close?

I want to set up a quarterly ‘optional’ checklist for clients with one reminder and then close the checklist after 14 days. Is this possible?

4 days ago

Yanga TolasheBeginner

asked in Ask a Peer

GoProposal Integration

I’d like assistance on how to identify the cause of the failed integration between GoProposal and Karbon. I have followed the instructions and created a test proposal on GoProposal, but the work does not pull through to Karbon

5 days ago

Pamela PhillipsBeginner

asked in Ask a Peer

Client tasks - how to change who these are sent from

How can we change who a client task is sent from in a piece of work? We have work that was set up to go out from the client owner, but now we want it to go from someone else but cannot see how to change this

5 days ago

HermanBeginner

asked in Ask a Peer

More placeholder and/or custom fields

Are there any plans in the Roadmap to expand the Placeholders that can be used in Automations/Workflow etc. Related to this, any plans to add Customs fields (As would love to be able to then use custom field values as placeholders values as part of workflows etc. Use Case: VAT return workflow - Custom field - {Amount payable} - Use this value when sending commination to client regarding the return filed and related amount payable.

876

5 days ago

Mariano FrateBeginner

asked in Community Feedback

Default Repeat Settings

Currently the default setting under Creation is “Create Work 3 months before it starts”Looking to see where I can amend this default setting so that I can update this to a lower setting.

5 days ago

T. FloBeginner

asked in Ask a Peer

Desktop Notifications?

I use Karbon all the time on my pc, and would really love to know if there is a way to alert me when I’m working in another program. I find myself constantly going back and forth between what I’m doing and checking Karbon to see if I have anything new in Triage. It would be so helpful if there was a notification, maybe a pop up and a badge like Outlook does when you get a new email. I can rely on Outlook for new emails, but not for other things like assigned work items or mentions, etc…

MikeLiangSuperstar

By the chance of the implementation of connection of Karbon to our DMS-sharepoint, I am re-thinking our folder structure. Due to we are full service provider, there are too many level of folders and I cannot think of a way to avoid that, below is a typical folder structure and level we currently have:First level folder: client name2nd level: service type (ie, bookkeeping, financial report, income tax return, ad-hoc advice, etc3rd level: no.of financial year ,ie FY2022, FY2023, etc.4the level: if the work is monthly, there will be month no., e.g., July, August and so on and so forth5th level: nature of document, ie, workpaper, client PBC, review documents etc. What I am thinking specifically:Anyway to avoid using the folder, but we can still file the documents in an organized way and can search and find files very quickly when needed. I thought of Metadata, however, don’t know exactly how that is implemented If still using folder structure, is there any other better structure, like t

27510

5 days ago

Jason MalabuteBeginner

asked in Ask a Peer

prospects email blasts

Hi everyone, I have about 50+ contacts in Karbon, with most of them categorized as prospects. I’m looking to send an email blast to only my prospects and exclude those who aren’t categorized as such. Additionally, I’d like to customize the email blast by including the recipient’s name in both the subject line and the email body to make it more personalized. Could someone guide me through the best way to do this in Karbon? I’d really appreciate any tips or best practices for segmentation and personalization. Thanks in advance!

121

6 days ago

Nina AmthorBeginner

asked in Ask a Peer

Unable to tag work items easily

Hello, I used to be able to tag to a work item and the most recent items would automatically pop up as an option to select. Now I have to search the work item each time. Is this an issue with my browser or something new with Karbon?

122

6 days ago

Leigh Janse Van RensburgBeginner

asked in Ask a Peer

Export of billing data

We are using Karbon billing to keep track of the billing of only our non-recurring (project) work. We are partially using the Xero export functionality, in that we use it only to indicate that the work has been billed, but do not actually use the import file for Xero - we create the invoices in Xero manually. We need to do a double-check recon between Karbon and Xero for our weekly billing runs. I can only see that one can export to Excel ALL exported invoices from the “Invoices” tab. We would love to be able to export a billing run - this does not seem possible?

192

7 days ago

Lindey VillaruzBeginner

asked in Share Tips & Best Practices

Removing oneself from Triage email chain

Hi, I wanted to ask if anyone knows how to remove oneself and other from a Triage email chain. My team have been utilizing the tool of commenting on an email and tagging a whole group so that whoever is in that group gets the notification and all the emails attached to it. The problem is now is that every time an email is sent out, the whole team get the notification but only one or 2 people are actually the ones who are concerned about the emails and the rest of us don’t really need to receive it in our inbox anymore. I was wondering if there is a way to remove oneself or others from getting those notifications or taking ourselves off the email chain. Because right now there’s 14 people who have visibility to see the emails and the conversations but only 2 people are actually the ones who need it and the rest of us don’t. I hope this makes sense! Thanks!

302

7 days ago

Finlay SmithBeginner

asked in Ask a Peer

Can I set tasks in work items to custom statuses?

I’m working on a work template that requires automators to do different things based on the status of a specific task. I got the whole template set up and went to add the automator: (if the status of the task is “Priority 1”, mark Section 2 as “ready to start”) but it only lets me select one of the default five task statuses for the automator. I’ve already gone into workflow settings and made sure that my custom task type has “task status” enabled for my custom statuses, and I’ve even tried editing the default work type to try and get my automator to accept the custom statuses, but nothing worked. As a potential workaround I tried to set the automator so it was based on the status of the whole work item and not the status of the task, and that worked fine and let me select my custom status. But this workaround could cause other problems in the future and I would much rather it be based on the status of the task. Does anyone know if there’s a way to fix this issue?

513

7 days ago

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