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Work template

I want to create tasks from a template, where I need to remove a work item each time I create work.I'm finding it very inefficient to keep clicking on 3 buttons and deleting the tasks which are not part of the workIs there a work around this where i can just select the task I need from the template while creating a work item

2 hours ago

Stephen RoosRising Star

asked in Community Feedback

Delete repeating work...but it comes back?

We were recently surprised when over 400 new work items appeared on July 1. Apparently, these were created by repeating work for a template that we no longer use. The prior administrator set up the Work Item for every client in our database when we first started using Karbon. Ugh.Our concern is that we can delete these 400 work items, but they are just going to be created again next year. So, the first question: do we have to Delete Repeat, then delete the Work Item for each of the 400? Second question: if the answer is “yes” to the first question, are there any shortcuts to Delete Repeat and then deleting the work item one at a time?

7 hours ago

Nikhar MathurBeginner

asked in Ask a Peer

How to create a task effeciently from Work template when work items need to be deleted

1 day ago

Sherrie MorisonBeginner

asked in Share Tips & Best Practices

maxSr. Karbon Community Guide

asked in Ask a Peer

Thoughts on the new tags feature in the API - Looking for confirmation

Hello fellow Karbonites!I've been exploring the new tags feature in the API for our small accounting firm's integrations, and I wanted to share my understanding and assumptions. I'd appreciate any confirmations, corrections, or additional insights you might have.From what I've gathered:The tags feature seems to function as key-value pairs, allowing us to add metadata to our API objects. Tags appear to be accessible via both GET and POST requests. I assume we can add tags when creating or updating objects and retrieve them when fetching object details. My guess is that these tags are primarily for backend use and won't be visible in the UI. This could make them perfect for storing integration-specific data without cluttering the user interface. I'm assuming there's no built-in limit on the number of tags we can use per object, but there might be practical limits due to request size restrictions. Regarding limitations, I'd expect: A maximum length for tag keys and values, possibly around

4 days ago

ajtheaccountantKarbon Team

asked in Community Feedback

Client Request - Hyperlink

Why can’t we hyperlink the directly in the client request without having to add it to the description?

4 days ago

naomi_paulsonSuperstar

asked in Share Tips & Best Practices

Best Practice for Document Collection via Template

Hi Karbon Community,I'm working on creating a universal document collection template for our clients. Often, clients email us saying they have documents to send and asking for instructions, and we also frequently email clients to request documents. We want a flexible template that can be sent in response to any document request without listing all the possible documents, while still providing clear and concise instructions. Since we don’t always know what paperwork we will receive, we want to avoid having a section for each document.This might be simple, but I am curious about what the best way to format the template is. I would love to hear your best practices or examples of such templates that you've found effective!Thank you!

4 days ago

Cyndi SkalskyBeginner

asked in Ask a Peer

Misc. Client Uploads

Occasionally a client will receive a document they need to share with us and they do not have a work item/request open or the work item that is open is not related to the document. Is there a way that the client can upload the document into the portal securely on their own without an open work item/request?We have created an independent miscellaneous document request for this issue, but it seems that it is a poor work around and requires us to send the request after the client has notified us they need to share a document with us. The other issue is that they are unable to upload so they email it to us (even though they have been instructed to never do so) and it is not secure.

4 days ago

Danelle AdairBeginner

asked in Ask a Peer

Receivables

Is there a way to run an A/R aging report?

4 days ago

SmittyRising Star

asked in Ask a Peer

Access Work Item Documents via the API

Is there a way to access the Documents associated with a Work Item from the API? If not currently, is there a plan to develop this functionality? Also, could the API provide the ability to connect a Work Item to a DMS folder?I can submit a feature request for this if it is not already in the works.

4 days ago

Madeline MillerRising Star

asked in Ask a Peer

Is Karbon Down?

Our Karbon won’t open, anyone else?

5 days ago

Michael GreenBeginner

asked in Ask a Peer

Tax Season Scheduling To Control Data Inflow

7 days ago

michael philipsBeginner

asked in Share Tips & Best Practices

How do I reach out to Intuit QuickBooks payroll support number @855-738-2891 for instant support?

You can contact with our QuickBooks payroll support by calling 855-738-2891 and get immediate assistance for all your quickbooks payroll queries.

8 days ago

michael philipsBeginner

asked in Ask a Peer

[INTUIT]]]QuickBOOKS PaYrOlLsupport >>>How do I contact QuickBooks Payroll Support Phone number?///QB????

To contact QuickBooks Payroll support, call their dedicated phone number at (855.738.2891) or +1-855-738-2891. Follow the prompts to connect with a support agent. Support is available 24/7.

8 days ago

joyce buyerBeginner

asked in Karbon AI

What is QuickBooks Payroll Support Number?

To contact QuickBooks Payroll support Number, call their dedicated phone number at (855-738-2891) or +1-855-738-2891. Follow the prompts to connect with a support agent. Support is available 24/7

8 days ago

Angela WaltersBeginner

asked in Ask a Peer

Assigning Staff Level to Work Items in Karbon

Would like to assign the Staff Level to Work Items in Karbon. By this, I do not mean adding a colleague to a client team but rather assigning Intern I or II, Staff, Manager, Supervisor as the role to the work item. Feel like this would be a more efficient way of handling how/what work items can be assigned/moved to what staff personnel as new hires come in. Has anyone successfully implemented this?

8 days ago

Michael GreenBeginner

asked in Ask a Peer

Integration with a true messaging portal

We currently use Liscio - we do not email with clients as it presents security issues, obviously. The entire issue seems to be that a client must be allowed to initiate a private, detailed, important message to our team - 24/7. Karbon does not provide this; constantly linking messages from Liscio to Karbon prove to be highly inefficient.Has anyone found a suitable workaround for any messaging issue, to allow clients to communicate in real time, so that it gets to our Triage efficiently?

8 days ago

Ashli PhippenBeginner

asked in Ask a Peer

Karbon type apps outside the accounting industry?

Our clients (most of them) love the Karbon task portal as it is so streamlined and effective. One client would like to use this for her digital marketing firm but obv cannot use Karbon as it is very much tailored to the accounting industry. Does anyone know of any alternatives that are more general in nature that have client tasks, client portal, project management etc.?? Thanks!

8 days ago

LD7ESuperstar

asked in Ask a Peer

Client Request Missing

While I await a response from Karbon support wondering if anyone has experienced this…I printed a Client Request Summary to add to my workpapers. In the printed summary there are comments and documents provided by the client which DO NOT APPEAR within the actual client request in Karbon. As in the comments and documents provided are not there.Hoping this is an easy solve and more importantly an isolated incident. However I have had clients swear they uploaded documents and I never found them. Wondering if this issue has happened before.The waiting right now on a support response is excruciating 😂

9 days ago

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