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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.

28 days ago

Matt272Beginner

asked in Ask a Peer

SmittyRising Star

posted in Ask a Peer

Customer support via phone

It is my understanding that Karbon only provides customer support via their message app and email. We have had a few situations recently where that level of support isn’t working. Examples include: a) when we can’t access Karbon at all so we can’t use their message app, b) when customer support is not responding to the message app, c) when customer support is not responding to emails. Like most of the other software that we use, we’d like to be able to actually talk to someone on the phone when we have a critical issue. But Karbon does not offer customer support via phone. I’m curious how others are navigating through this limitation of Karbon.

25 days ago

Emily WilsonRising Star

asked in Ask a Peer

Time off in lieu (TOIL

How are your team recording their TOIL of their Karbon timesheets? I need to devise a system for staff to record their time off in lieu. A system we came up with in our last time recording software was to record negative time to a code. For example, if someone worked one extra hour in a day they log all time that day to a client/work item as usual then they would log ‘-1’ hour to the TOIL code, then, when they wanted to take the time off they would log it to the same code and they could run their own report against this code to track. We can’t log negative time in Karbon, so I’m wondering what others do? The best I can come up with is for everyone to keep a TOIL note at the bottom of their timesheets each week (e.g. brought forward hours +/- this weeks hours) but it’s a bit of a faff ! Do you have or have you seen any better solutions? Many thanksEmily

18 days ago

naomi_paulsonRising Star

asked in Share Tips & Best Practices

Encouraging Staff Adoption of Karbon Software

Hello again,I'm reaching out with a question regarding staff adoption of the Karbon software within accounting firms. We've recently implemented Karbon to streamline our client management processes at our firm. However, I've been faced with a lot of reluctance among our staff to fully embrace the platform.My boss and I have observed that many team members are hesitant to transition from their previous methods of client management (excel spreadsheets, mainly). They see Karbon as more labour-intensive and challenging to navigate. Despite encouragement to explore and familiarize themselves with the software, I'm finding it challenging to motivate them to do so.I'm curious to learn from your experiences.How have other accounting firms successfully encouraged their staff to fully adopt Karbon software? What strategies or incentives have been effective in overcoming initial resistance and fostering enthusiasm for using Karbon? Have you encountered similar hesitancy among your team members, a

28 days ago

BevisWBeginner

asked in Ask a Peer

Timesheets - sorting time entry lines

Is there a way to adjust the order of Time Entry lines?We have quite a number of people who are adding the start/stop times in the Notes box, but this doesn't appear to let you adjust the order of the entries

15 days ago

SamRising Star

asked in Ask a Peer

Bulk creating work

Hi,I am trying out bulk creation of work for the first time. However, if I search for a particular contact, the checkbox to select them isn’t available. The only way I can select them is by navigating through the pages in alphabetical order. This is obviously a waste of time as we have 1000s contacts.Has anyone found an easier way?Thanks!

22 days ago

Wendy KerrisonBeginner

asked in Ask a Peer

Sending Clients Sensitive Documents

I’m a newbie and getting confused. I want to send my client a draft profit & loss and balance sheet. I don’t wish to send it via Docusign. I was hoping I could utilise the client portal somehow and notify them to download or read them from Karbon. Is that possible? Thank you :)

6 days ago

Hugh CrichtonBeginner

asked in Ask a Peer

Email Delegation

Hi I need an employee to send an email on my behalf (but make it look like it’s coming from me) and when the client respond it needs to go into my triage (inbox) and not theirs. I know you can do this sort of thing with delegates in Gmail and I though Karbon was designing a process for this - can someone please tag me in this if it is in working now?

14 hours ago

Michael MazeyBeginner

asked in Ask a Peer

Unable to Void Invoice

We have exported a invoice from Karbon to Xero. However we would like to amend the invoice and we are trying to void the invoice.Karbon wont void the invoice and keeps putting up notice that it is unable to void the invoice.Any advice??

22 days ago

Cherie CoscosBeginner

asked in Ask a Peer

How to assign to a colleague a client task? Is it possible?

Is it possible to assign a client task to my colleague instead to the client? I have some request to my client but my Manager had already the access online on it. Instead of making emails monthly I just want to use the client task to make automate and have the checklist what are already provided. Is it possible?

27 days ago

Kari HannumRising Star

asked in Ask a Peer

How do you enter a contact with multiple contact types?

How do you enter a contact with multiple contact types? We have Customer and Professional Alliance as contact types. Often Professional Alliances are also Customers and Customers are also Professional Alliances. How do you all manage something like this. Up to this point the Customer Contact types is given preference in our contacts.

16 days ago

Elma KmetasBeginner

asked in Ask a Peer

Email Templates - Standard Users

Hello, Can standard users access email templates?

16 days ago

naomi_paulsonRising Star

asked in Ask a Peer

Where is the To-Do List Feature in Karbon?

Hello Karbon Community,I've encountered a puzzling issue regarding the To-Do List feature. Despite watching videos and reading articles about how to use the To-Do List, I can't seem to find it anywhere within Karbon.I was particularly excited about this feature when we were initially looking into getting Karbon, as it seemed like a powerful tool for task management. However, it's been challenging to utilize something that appears to be missing entirely from our platform.I'm wondering if the To-Do List feature has been removed or if there's a specific setting that needs to be enabled for our company to access it. All the resources I've come across only explain how to use the feature without addressing where to find it or how to enable it.Could someone please clarify if the To-Do List feature still exists in Karbon? If so, is there a specific step I need to take to enable it for our company?Any guidance or insights would be greatly appreciated. Thank you in advance for your assistance.

13 days ago

Judy RaderBeginner

asked in Ask a Peer

Reply All

Is there a way to change the default of “REPLY ALL” to just reply to original sender and not everyone sent the email?

6 days ago

Quynh NgoBeginner

asked in Ask a Peer

Organizing the Karbon Documents Tab With Subfolders?

Is there a way to organize the Karbon storage in such a way that we are able to have the client documents in subfolders? I.E instead of having all the different documents uploaded by the clients mixed in randomly, we can create a custom folder in the documents tab named “Tax returns”, and so on

27 days ago

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