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Lindquistm1Beginner

asked in Ask a Peer

Karbon time

I am considering using karbon time rather than TSheets. Any have success using it?

4 hours ago

Madeline MillerBeginner

asked in Ask a Peer

Income tax projections - Template

Hi Community, Has anyone seen or want to share a good Income Tax Estimates Workflow? I can certaintly make my own but I would love to not re-create the wheel is there was a good one out there.

8 hours ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

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?

8 hours ago

Quynh NgoBeginner

asked in Ask a Peer

maxSr. Karbon Community Guide

posted in Ask a Peer

Financial Statement Software -- Looking for suggestions

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

13 hours ago

Aileen BedoniaBeginner

asked in Share Tips & Best Practices

Additional column in the work view list for "Notes"

Can we request to add a column on Work View List Report for “Notes or Remarks” for us to see also the last notes to consider in a wide report list.

1 day ago

Nicole LansdowneBeginner

asked in Share Tips & Best Practices

Broken Link for Client Request

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?

1 day ago

Jeremy KnightBeginner

asked in Ask a Peer

Lacerte Integration and Creating Tax Workflows in Karbon

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

1 day ago

Marsha WardBeginner

asked in Ask a Peer

sending one email to multiple clients

Hi. I need to send one email out to all of our clients. Is there a simple way to do this?

2 days ago

Nicole TestaBeginner

asked in Ask a Peer

Client having issues logging in

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!

3 days ago

Sampad GhoshBeginner

asked in Ask a Peer

Text Messaging Reminders

Our firm would really like to start implementing SMS reminders to our clients that can be triggered by work tasks or client tasks. Is there anyway of doing this through Karbon? Are there any workarounds that work well for your firm?

3 days ago

Angela MilesBeginner

asked in Community Feedback

Sage backup files

6 days ago

Nicole GordonBeginner

asked in Ask a Peer

Work not showing in My Week

I Have some work that is assigned to me but is not showing in any of the tabs in My Week

7 days ago

Kit at BluePrint CPAsBeginner

asked in Ask a Peer

Organizing Tasks using "Getting Things Done"

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.

8 days ago

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

8 days ago

Siza DlaminiBeginner

asked in Ask a Peer

Karbon communication

Good dayHow do you change the client communication template for the organisation, not just one client?Also how do you add a new client communication reminder?

9 days ago

Paul RichardsonBeginner

asked in Ask a Peer

Unable to have no VAT cycle

When setting up a client’s Accounting details > Tax Details, I appear to be unable to leave the section for VAT (sales tax) period blank.We have a few clients that are not VAT registered and need to be captured as such. Is there anything that I am missing?

9 days ago

JanaRising Star

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.

11 days ago

SamGSr. Karbon Community Guide

asked in Ask a Peer

When I add an email address to a Contact it turns off sharing for me only

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?

12 days ago

ARTBeginner

asked in Ask a Peer

Timelines & Tagging

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?

12 days ago

Ellen LeadbetterBeginner

asked in Ask a Peer

Updating Tasks in Template - flow on to reoccuring jobs.

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.

12 days ago

Jessie JohnsonBeginner

asked in Ask a Peer

Multiple email addresses in one account

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!

13 days ago

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