Topics started by Lachlan Macindoe

16 Discussions

Lachlan Macindoe
Karbon Team
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,

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drich208
Superstar
16 days ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Share Tips & Best Practices

#2023inKarbon is live! Share your stats and Karbon type.

#2023inKarbon has landed. Hopefully you have received your personalized link in your Triage or through a message inside Karbon (if not, let me know!). There are some big numbers this year! We hope you can all take a moment to reflect on all that you've achieved. And this year, you’ll also reveal your Karbon personality type based on your unique Karbon habits. There are 6 different types—let’s see if we can discover them all. If you’re game, share your own link here with the Community 💪 

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Lachlan Macindoe
Karbon Team
2 months ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team

Summarize notes with Karbon AI, download invoices, realization report + more

It’s the 22nd and final Karbon update of 2023. Now you can create bite-sized summaries of internal notes with Karbon AI, track the realization of your staff, download invoices, keep UK contact records automatically in sync with Companies House, and more. Summarize internal notes with Karbon AIThe  Karbon AI open beta has been updated to give you the ability to summarize internal notes.Click the ‘Summarize’ button at the bottom of any note to reveal bite-sized highlights of what’s important and actionable, before you choose to dig deeper.Billing & Payments beta program enhancementsDownload invoicesInvoices with a ‘Paid’ or ‘Awaiting Payment’ status can now be downloaded as a PDF file to resend or print. Find this option in the Invoices section menu, in the menu of your open invoice, or in the receivables area for each client.Realization reportThe new Realization report makes it simple to measure your team’s performance, ensure you’re remaining profitable, and stay across your profit

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Steve Wortman
Rising Star
4 months ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team

Slack integration, Companies House enhancements + more

Add a Slack conversation to a Karbon timeline and assign it as a task to colleagues with the Karbon-Slack integration. This release also includes enhancements to the Companies House integration, a change to the default resource planning week for recurring work items, and the ability to accept New Zealand card payments. Slack integrationSlack can be great for quick, fleeting conversations. But these often turn into conversations that should be organized in a more permanent location with greater accountability. Karbon’s integration with Slack solves this.You can now take any post from Slack and add it as a note on a Karbon timeline. You also have the option to assign the note to a colleague and add a due date. Learn more and bridge the gap between your instant chat tool, and your team collaboration and workflow.  Companies House integration enhancementsThe Companies House integration, which allows United Kingdom customers to connect their organisation contacts, has been given several imp

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Tawanda Maravanyika
Beginner
4 months ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Share Tips & Best Practices

Would you review Karbon on G2?

As I write this, Karbon has 395 reviews on G2. I am trying really hard to hit 400 before I can go on holidays. So if any of you have a spare 5 mins and some nice things to say, would you be happy to give Karbon a review at this link? It just takes a few minutes. Any questions, just let me know. The entire team really appreciate your ongoing support! 

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D
Rising Star
1 year ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Share Tips & Best Practices

View your #2022inKarbon statistics!

Congratulations to all of our Community members on a huge year. Together, Karbon users cleared a massive 52 million Triage items and completed 3 million work items!Our #2022inKarbon campaign has just launched. Check it out to view your own personal statistics. And if you're up to the challenge, we've made it easy to compare with your colleagues, fellow Community members or other Karbon customers around the world.From all of us at Karbon, congratulations on all you’ve achieved this year and thank you for your ongoing support. Here’s to an even more productive and efficient 2023!    

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Lachlan Macindoe
Karbon Team
1 year ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
published in Share Tips & Best Practices

5 common Kanban customized dashboards

Your Kanban board helps you to visualize what’s important, understand priorities and keep everyone on the same page. We see Karbon customers sort their Kanban columns and apply filters in lots of interesting ways, to create a dashboard that gives them exactly what they need.  Here are the 5 of the most common Kanban Board dashboards that we see, with the steps to replicate it in Karbon for yourself. If you recreate any of these, don’t forget to save it to come back to again later! What other dashboards have we missed? We’d love to hear what your go-to custom Kanban dashboards are in the comments.    #1. To stay across the progress of your own team   Dashboard name: <Team Name> Team’s WorkFilters: Assignee = <Team Name> (e.g. “Bookkeeping”)Columns sorted by: Due Date / Start Date Want a quick bird’s eye view of everything the Bookkeeping Team is working on? How many clients the Implementation Team is onboarding? Or a visual of the Accounting Team's pipeline? Creat

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G
Rising Star
1 year ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Ask a Peer

Congratulations to our Community members shortlisted for CPA.com's Innovative Practitioner Award!

CPA.com have announced the finalists for their 2022 Innovative Practitioner Award, and it’s fantastic to see to Community members @Gary Wood and @joshlance (as well as fellow Karbon customer Steve Chaney) making the shortlist. Congratulations Gary, Josh and Steve! It’s great to see this recognition for the work you’re doing to help to drive the profession forward. View all of the finalists here, and support the Karbon community by voting for Gary, Josh or Steve!https://www.cpa.com/innovative-practitioner

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Gary Wood
Rising Star
1 year ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Ask a Peer

Love Karbon? Want some exclusive swag and to be featured in our video? Read on!

Do you have a spare few minutes to help me out with something?We’re putting together a short video to use in a campaign that explains why accounting firms should choose Karbon as their practice management solution. The video will feature some of our most special customers talking about why they love Karbon.All you need to do is record a short 30-sec video on your computer or phone that answers one or all of the following questions in your own words:What do you love most about Karbon? How would you describe Karbon in one word? In what way has Karbon impacted your firm for the better?If you can record yourself and send the video this week, we’ll send you some exclusive Karbon swag to say thank you.I’ve added some more guidelines below. But if you have any questions, just let me know here or by emailing me: lachlan@karbonhq.com------Video filming guide:Either film via zoom or on your phone indoors or outdoors. If using Zoom or your computer, adjust your video for low light Don’t use any b

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max
Sr. Karbon Community Guide
1 year ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
asked in Ask a Peer

CPA Practice Advisory Readers' Choice Awards — Vote for Karbon!

Voting is now open in CPA Practice Advisory Readers' Choice Awards, and we’d love your help voting Karbon as one of the technologies you rely on and trust to help run your business (Practice Management & Workflow categories). Plus, you’ll get to learn about the tech your peers are using in all of the other categories. You can vote here: https://www.surveymonkey.com/r/2022ReadersChoiceThank you!!

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BrooksW
Superstar
2 years ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Ask a Peer

Your #2021inKarbon snapshots!

Karbon customers! Keep an eye out in Triage for a small surprise today — your personalized #2021inKarbon snapshot. We hope this serves as a timely reminder of just how much you did during what was another challenging and turbulent year for most. Small ask— share with others what you achieved! If you enjoyed receiving this, we’d be grateful if you shared a link to your snapshot on social media using with the #2021inKarbon hashtag and mentioning our Karbon profile. Let’s fill up everyone’s feeds with #2021inKarbon!!!

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Mike Liang
Rising Star
2 years ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
asked in Ask a Peer

If you could learn from anyone, who would it be?

Every year, we bring together a panel of industry leaders, all-stars and influencers to review the year in accounting, discuss the top trends, and share their top actionable tips for the year ahead. It’s usually our most popular webinar by far.My question for you: Which panelists would you like to hear from this year?Go wild! No suggestion is too big or too small. If you could learn from anyone, who would it be? Someone from your own firm doing amazing things? A peer who you admire? A leader or influencer you’ve never met but are constantly inspired by? You can even suggest yourself!Our aim is to bring you an amazing and diverse panel from across the globe who you can learn from and be inspired by as we finish up another huge year.

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T
Rising Star
2 years ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Ask a Peer

Vote for Karbon!

Voting is now open in the AccountingWeb Software Awards, and we’d love some help from the Karbon Community to vote for Karbon in the practice management category. https://www.accountingweb.co.uk/software-awards/practice-managementIt takes literally 20-seconds… you just need to select Karbon, provide an email address and submit. Thank you!

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DianeK
Sr. Community Champion
2 years ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Share Tips & Best Practices

Customer recording: Your Complete Marketing and Pricing System for Winning More Clients and Higher Prices

Last week, Karbon customerm David Pankiewich joined Mark Wickersham on the webinar:Your Complete Marketing and Pricing System for Winning More Clients and Higher Prices. David shared how he uses Karbon with Practice Ignition and other systems to manage his sales process, new leads, onboard clients and more. It included lots of useful examples with screenshots of his Karbon processes. The whole recording is worth a watch, but if you’re short on time you can skip to the main Karbon parts at 56:01 and 1:16:43 

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Lachlan Macindoe
Karbon Team
3 years ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
posted in Ask a Peer

WANTED: Webinar panelists to review the year in accounting

Well… to put it mildly 2020 has been quite a year!We are planning a series of webinars to review the year in accounting, and predict what lies ahead in 2021 and beyond. The biggest issues, trends, challenges, opportunities and recommendations. And we’d love to give you the chance to share your voice. If you’re interested in being included on our panel of firm owners and practitioners from around the globe, please let me know in the comments below by providing a few sentences on why you'd make an excellent panelist. This is a great chance to get in front of a worldwide audience, give your practice some exposure, and share your opinions and insight with others.Alternatively, if you have a particular topic or question that you’d like the panel to discuss, I’d love to hear that too!

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Lachlan Macindoe
Karbon Team
3 years ago
Lachlan Macindoe
Karbon Team
Lachlan MacindoeKarbon Team
published in Share Tips & Best Practices

Managing your sales qualification process in Karbon

One process that we are seeing a growing number of customers manage in Karbon, is qualifying potential new clients. I recently spoke with Tim, our Head of Sales, who outlined a best practice sales qualification process to follow in Karbon. He shows all the essential steps and questions to include in your template. We also cover some other sales and marketing tips and discuss what other apps and tools you can connect together to create the ultimate automatic sales process.  We’d love to hear what you think, and any other ways that you are managing sales in your firm.    

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Lachlan Macindoe
Karbon Team
3 years ago

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