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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!

Amelia FreemanKarbon Team

published in Community Guides

How to submit your Karbon feature idea

Welcome to the Feature Idea section within the Karbon Community! This is where you can suggest new ideas that will help make Karbon even better. We’re excited you’re here, and encourage you to share your ideas.To share your idea/s with us, simply click ‘submit an idea’ and follow the prompts.To ensure all Community members can enjoy sharing and engaging in potential feature ideas, we have some guidelines for everyone to follow. Search firstIt’s possible your idea has already been submitted, so to avoid any double ups, please search existing ideas first. You can then contribute directly to the existing conversation. Voting and choosing feature ideas to develop nextWe value all feature ideas submitted by our Community, and we read each and every request. But in addition to customer feedback, there are many factors that influence which features we implement. If an idea has a high number of votes, this doesn’t necessarily mean it will be added to the product roadmap. In the same way, if an

Rachel PengKarbon Team

Recurring work deadlines, upfront payment details + KPI workbook update

Add deadlines to repeat workIn case you missed it, the deadline beta feature was released in January and has been steadily improving with new functionality since then. With this week’s release, you can now add a deadline to any repeating work schedules.Setting up deadlines on repeat work is similar to setting up due dates. Go to a work item, select Set Up Repeating Work > Key Dates > Deadline, and input the desired deadline schedule.Please note that you can’t pick a specific date when setting up deadlines on repeating work. The drop-down options are driven by the work item’s start date.If you have repeating work with specific statutory deadlines like annual tax filings, you can set it up using the instructions below.The work deadlines feature will be released to all customers soon. The beta program is closed for new signups while the team prepares it for release. Another release note will be published when it is available to all. Request client payment details up frontThis highly

maxSr. Karbon Community Guide

posted in Share Tips & Best Practices

HTML in Client Task Emails - Send Beautiful client tasks

Goal:Make collecting information from clients as easy as possibleSteps:Create a questionnaire in Typeform Add hidden fields Publish (You’ll get a URL that looks like this but with your own typeform_key and form_key) https://typeform_key.typeform.com/to/form_key#preferred_name=xxxxx&client_name=xxxxx&work_item=xxxxx&contact_name=xxxxx Add a little HTML link to a Karbon client task. This page may help you understand what’s going on here: https://www.w3schools.com/html/html_links.asp Replace the placeholder “xxxxx” with your the dynamic tags in Karbon (update typeform_key and form_key to your unique values) Add dynamic text between the <a> tags <a href="https://typeform_key.typeform.com/to/form_key# preferred_name=<%preferred_name>& client_name=<%client_name>& work_item=<%work_name>& contact_name=<%contact_name>"> <%client_name>'s <%work_name> Questionnaire</a> Send and

Rachel PengKarbon Team

Shared Triage

Drive more collaboration, efficiency, and client satisfaction by managing shared emails in Karbon. This release also adds email reminders, Companies House integration enhancements and more.Collaborate on shared emails with Shared TriageStarting today, you can manage and collaborate with colleagues on shared email inboxes with Shared Triage in Karbon.With your personal and shared inboxes side-by-side, your email workflow will be even more efficient and your team will gain greater visibility to deliver exceptional client service. To see Shared Triage in action, register for a live demo webinar or take a video tour below. Set up a Shared TriageTo set up a Shared Triage, go to Settings > Shared Triage > Add Shared Triage and give it a name.Once a Shared Triage is created, you can connect any desired primary email inboxes to it and invite as many colleagues as needed to collaborate.There’s no limit to how many Shared Triages you create or the number of colleagues you want to invite to

Amelia FreemanKarbon Team

Email task in a work template

In a work template or work item, you can now create a new task type—an email. This removes the need to navigate away from your workflow to compose and send emails separately.To use this feature, simply go to a work template or work item and select Add Task > Add Email. Choose an email template from the drop down menu or create one. If you are in the Karbon AI beta program, you will have a choice of using an email template or opting for the AI prompt. By using the AI prompt, you can effortlessly draft concise and impactful content, saving you time and mental effort. If you would like to be part of the Karbon AI beta testing group, please sign up now. Once you've created the email task within the work template, you can send the email directly from your workflow without having to navigate away. The sent email will automatically be saved to the timeline, giving everyone in the firm visibility and preventing duplication of work.This enhancement simplifies email management, and improves

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.

Heather LancasterRising Star

asked in Ask a Peer

Clients need historical documents and to upload things unplanned

Two questions:How is everyone handling it when clients want to send you something they received that should be received via checklist (sensitive information is in the documents)? Some seem to get annoyed to have to ask for us to send a checklist to upload the document to. We have been on Karbon for a year now and clients don’t like not have all of their documents organized and easy to find. They also don’t like that the historical documents aren’t in Karbon (i.e. prior year returns). They don’t want to scroll through checklists to find the documents they need. How are you handling this?

Ian JackRising Star

asked in Share Tips & Best Practices

Shared Mailboxes in Karbon

Has anyone implemented shared mailboxes in Karbon, even in a partial way?I know this is likely to be a new feature in a future release of Karbon but shared mailboxes are such an important part of our business processes that I really need to try and do something to include communications to and from shared mailboxes in our Karbon workflows now.So, for example I have created a Karbon account for one of our shared mailboxes, but when it is specified as the email address in the “From: Other Colleague” section of the sending settings of the client task the email appears to come from the assignee not the shared mailbox.

Dave GeorgeKarbon Team

Billing & Payments available to all Karbon customers

Introducing Karbon Billing & PaymentsBilling & Payments, the most extensive new Karbon feature ever built, is now live. After a successful beta program, all customers can access flexible billing, faster payments and real-time reporting built into Karbon.To see it in action and learn how to get started, register for a live webinar.You can also read the help support articles to get started now. Billing integrated into your workflowKarbon Billing provides you with a fully automated billing workflow that removes the manual steps of reconciling time, work, and billing. It consolidates multiple time-tracking, project management, and invoicing tools into a single platform.You can also collaborate with colleagues at every stage of the process and monitor updates with a full audit trail. Flexible billing optionsHowever your firm bills today, you’ll benefit from Karbon billing. And it can adapt to how you may bill in the future.If you bill based on time and materials, you will eliminate

Beth MillerBeginner

asked in Community Feedback

EOS (Entrepreneurial Operating System)

Currently implemented EOS (Entrepreneurial Operating System) into my firm. Reaching out to see if any community firm owners are using Karbon for EOS management? Has Karbon helped you to keep your goals/rocks/issues/to-dos tracked and monitor progress for you and your leadership team? Appreciate feedback.

Lauren LewisBeginner

asked in Ask a Peer

Template Building

Hi Everybody! When it comes to building templates, do you find it best to write out your current practices or rather research ways to improve upon your foundation? What tools have you found to strengthen your operations? Thank you!

Adam CahillBeginner

asked in Ask a Peer

Email Font

Hi,Is there any way to change the default font when sending emails? It’s not the same as my email signature, and I’m finding I have to remember to change it before I send any email. Thanks in advance!Adam

Victoria PetersSr. Community Champion

asked in Share Tips & Best Practices

What Karbon hack have you created that you are most proud of?

I’ll go first - I have created a Hidden, Internal contact for myself (I used my role as the name of the contact since using my name would be problematic)Under this contact I have created several work orders that are not related to clients (internal reporting prep, setting up regular meetings, Newsletter creation...) but are key to me staying on top of my work.The repeating schedule matches the work I have weekly commitments broken down by task, I keep the status updated on each task so even if I get interrupted I will know where I am at on my weekly commitments. Bi-weekly/Monthly/Quarterly are set up so I don’t drop the ball because time flies. I have them set so the tasks populate 1 day before the start date so it is always a current list of tasks. I link emails and notes as they come in but do not have to shift my focus to that work until it’s time to actually work on it. Some are simply ‘parking lots’ for items I don’t want to lose track of One off projects that may have severa

KathiBeginner

asked in Ask a Peer

Once a task is completed - how can a colleague be alerted that it has been completed?

Once a task is completed in a work flow - which has an automator set to change the work status to ‘completed’ - is there any way of alerting a colleague that is has been completed - sort of an automator that can email a colleague?

Rachel PengKarbon Team

Manage work by external deadlines

After a successful beta program, the deadline feature is now available to all Karbon customers.This feature gives your firm the ability to add external deadline dates to work items and manage work based on those.With the option to set up internal due dates and external deadlines on work items, you can now better plan, visualize, and prioritize deadline-driven work. Take a feature tour below. Difference between deadlines and due datesDeadlines are different from due dates. Deadlines are often driven by an external source like a statutory tax filing date whereas due dates are more internal. Ultimately, the two date fields provide you with more flexibility and you can use either or both to manage jobs in ways that make the most sense for your firm.Set up an external deadline on the work itemTo add a deadline on a work item is easy. If you’re creating a brand new work item, click Show Deadline and a new deadline field will appear for you to enter the desired date. You can also edit or add

Amelia FreemanKarbon Team

posted in Community Feedback

Bulk Updating Work Items From Template

Hi Karbon Community We are exploring how we can solve this feature idea - If this is something you would want to do, we have a question for you:Would you expect all work schedules off the template to be updated to match the template or would you want to pick particular schedules (e.g. by client)? Please let me know in the comments below. Thank you!

Alda ButlerBeginner

asked in Ask a Peer

Adding 1 Gmail to Karbon

I did not go into Karbon to send the email, I sent it from Gmail. However, when I go to my Triage, it is not there. How do I add it to the client’s Karbon timeline? Thanks

Morgan WintertonBeginner

asked in Ask a Peer

Mass Email

Is it possible to send out a mass email? We just got a new owner and we would like to be able to send out a letter to all of our clients all at once but we are not sure the best way to do this.

Anna ThomsenBeginner

asked in Ask a Peer

Disconnect Email

Is there anyway to disconnect the sync between Outlook and Karbon? Or possible only syncing one (or selected) folders from outlook to flow into Karbon? only 10% of my emails need to be saved to client work and I don’t like seeing all the rest in Karbon.

Rinnai HansenBeginner

asked in Ask a Peer

How to run a report for client time tracking

Hello! I am hoping someone may be able to help me. I have tried finding this myself and I can not find an ‘easy’ solution. We are a fixed fee firm, however, we do have a handful of clients on an hourly rate agreement that require manual invoicing each month. We have an external billing software we use, and don’t wish to move to Karbon billing. Before Karbon, we previously used XPM for our timesheet tracking, and based of these timesheet entries, I could easily pull a standard monthly report in XPM to show - the total time entered per client, over particular dates, for multiple clients. Now that we are using Karbon timesheets, and it has come time to do EOM billing, I am struggling to find the equivalent report for this in Karbon. I just need to be able to see all clients at once, the actual time/hours spent on their work (regardless of work status ie completed or WIP), and during a set date period (not for just the month or March, or the last week etc). Is this possible?Thank you in ad

Alberto E. CoverBeginner

asked in Ask a Peer

Entity Formation Template

Hello, I am new in Karbon and was wondering if there is a template for Entity formation like S-Corp, C-Corp, Partnerships, and SMLLC. Regards, Alberto

Lachlan MacindoeKarbon Team

Merge contacts, Client Team custom fields, UK card payments + more

After successful beta programs, contact merging and Client Team custom fields are available to all customers. This release also adds the ability to delete manual payments, void sent invoices, and accept card payments from UK clients. Merge contactsApril 2, 2024 Update: Please note that the ability merge contacts has temporarily been removed. The functionality will be added back later in April.After a successful beta release, the ability to merge contacts is now being rolled out to all customers over the coming weeksWhen available in your account, you will be able to identify duplicate contacts and combine their contact details, work, and timelines into one record. This is a crucial step in maintaining a clean and organized client database.To merge contacts with similar names and email addresses, navigate to any contact, click the three dots icon, and choose ‘Merge Duplicates’. From there, follow the steps to complete the merging process. To maintain the security of your sensitive data,

Wendy KerrisonBeginner

asked in Ask a Peer

Client has responded to Client Request but how do I find their information?

Newbie here, I sent out a client request. He has responded to all of the answers however I cannot see them for the life of me. How do I find the answers and the documents? thanks in advance!Wendy

Priscilla TaylorBeginner

asked in Ask a Peer

Multiple Email Addresses

My boss wants me to have access to his email account in Karbon (as well as mine) so that I can take over the admin tasks from him and create work for both of us so that he isn’t bogged down with this side of the business.I have read the best practice suggestions to create an alias and add that to the MS 365 settings - my concern is that we don’t want a general/alias email. We want clients to still be able to send emails to him rather than an alias address. Is there a way to do this other than adding his email to my Karbon account.

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