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5 Discussions

Wagscpa
Beginner
WagscpaBeginner
asked in Ask a Peer

Have Liscio, may be adding Karbon - Any Advice From Liscio and Karbon users?

We are just now looking at engaging Karbon.  But, since the Liscio integration is really just a contact import as far as I understand it, how do some of you use the two applications.  Liscio’s purpose is, in part, to get clients out of email which then takes the communication out of Karbon.  But Liscio provides a mobile app, digital signatures and some other things I like, such as login storage for the client’s accounts.Does anyone have any good advice for a newbie to Karbon or do I just end up taking all of my client communications back to email?

1
kylenecarse
Community Champion
1 year ago
E
Beginner
Ezra LortzBeginner
asked in Ask a Peer

Updating all created Karbon Work by updating template

If I create a template, then use it 30 or so times and have all of them as recurring work, but then realize that I want to update the template, can I do that without deleting everything and completely remaking all of the work?

10
max
Sr. Karbon Community Guide
1 year ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Share Tips & Best Practices

How are you handling extensions in Karbon?

Here in the US, we have many of our partnerships and s-corp companies extended. I don’t see an easy way to handle this in Karbon other than going in and individually changing the due date on each work item.Has anyone else come up with a best practice for this or have any ideas about how to handle it?

14
Blake Meester
Rising Star
1 year ago
max
Sr. Karbon Community Guide
maxSr. Karbon Community Guide
asked in Ask a Peer

Change repeating work's start date - is it possible?

Hi Karbon Community!I had a weekly bookkeeping client setup to start on Tuesday and to be due on Friday, but I just want it to start and be due on Friday.Is there a way to update the repeating schedule without deleting and starting over?I thought I could change the start and due dates of a work item and the repeater would take over from there, but that hasn’t happened.Does anyone have experience with this? The help articles and community topics mostly deal with setting up recurring work for the first time. -- Edit --Alternative answer from @LD7E:An add on to this option if there are a lot of recurring work items that need to be deleted. Set an end date on the current repeating work item that is a day or more before the next work item that has already been created. Once you save this it will automatically delete all future work items. Then you can go in and change the work start date of the last work item completed to the new day of the week you want the work to start and create the new

4
max
Sr. Karbon Community Guide
2 years ago
Candy
Beginner
CandyBeginner
asked in Ask a Peer

Anyone else's Triage not updating your email?

Our team hasn’t had any email come into triage in an hour. We all compared by opening our google mail accounts. Is there a status page somewhere? I checked Twitter, but no mention.

5
max
Sr. Karbon Community Guide
2 years ago

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