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ECJ TAXBeginner

asked in Ask a Peer

SamGSr. Karbon Community Guide

asked in Ask a Peer

If a client changes email addresses - do you delete the email or leave it there for historical purposes?

If a client has an email address (A) and then changes to a new email address (B) and asks you to use that one going forward - what do you do in Karbon?I like to encourage the saving of all email addresses that we correspond with (i.e. real people, not necessarily email addresses from auto-generated emails).We can delete the email address A, which reduces the risk of it being used in the future, when it shouldn’t. But then it’ll look like it’s an email address we haven’t saved (and we have no way of knowing why, so may save it again in future).If I keep the email address, how can I show it shouldn’t be used?

8 hours ago

Trey FulmerRising Star

asked in Ask a Peer

API Get work item budget

When using the Get Work Items endpoint, the budget estimate returns a value of “null” even when the work item has budgets set. Is anyone else experiencing this?

1 day ago

Aileen BedoniaBeginner

asked in Share Tips & Best Practices

Additional column in the work view list for "Notes"

Can we request to add a column on Work View List Report for “Notes or Remarks” for us to see also the last notes to consider in a wide report list.

2 days ago

Nicole LansdowneBeginner

asked in Share Tips & Best Practices

Broken Link for Client Request

I’ve sent a Client Request to a client, and they’re getting a blank screen. A colleague tried to open the link and said that they had an expired link.I’ve tried accessing the link and it takes me to the checklist with out any issues. Is there any reason that the link would still work for me (the sender), but not to anyone else?

2 days ago

Jeremy KnightBeginner

asked in Ask a Peer

Lacerte Integration and Creating Tax Workflows in Karbon

Hello, I continue to have issues with the integrations of Lacerte and Karbon. I’ve read that this is a bug, but Lacerte continues to sync contacts with Karbon, but not create the tax workflows like it did before. Are there updates? Thanks, Jeremy Knight, CPA

2 days ago

Marsha WardBeginner

asked in Ask a Peer

sending one email to multiple clients

Hi. I need to send one email out to all of our clients. Is there a simple way to do this?

3 days ago

Nicole TestaBeginner

asked in Ask a Peer

Client having issues logging in

Hi Team, Can you please assist? Client is having issues when trying to access the portal. He’s tried through the client task request, and I tried setting him up with an account (username & password). Hi Nicole! Just tried it and once I logged in it took me to a blank page! I tried in chrome and i was getting a message saying the password and email werent valid even though its the one provided. I'm sorry for all the trouble!! Please let me know if theres anything I can do to help! Thank you!

3 days ago

Sampad GhoshBeginner

asked in Ask a Peer

Text Messaging Reminders

Our firm would really like to start implementing SMS reminders to our clients that can be triggered by work tasks or client tasks. Is there anyway of doing this through Karbon? Are there any workarounds that work well for your firm?

3 days ago

Angela MilesBeginner

asked in Community Feedback

Sage backup files

7 days ago

Nicole GordonBeginner

asked in Ask a Peer

Work not showing in My Week

I Have some work that is assigned to me but is not showing in any of the tabs in My Week

8 days ago

Kit at BluePrint CPAsBeginner

asked in Ask a Peer

Organizing Tasks using "Getting Things Done"

Any chance we can customize our Triage Task list?For example, we have Low Priority and Later, but I’d like to be able to organize tasks using the Getting Things Done method.Karbon aligns fairly well but not close enough. Can we gain some control over our Triage options?For example, changing “Low Priority” to “Waiting For” and/or creating a “Next Actions” list.It would be very helpful to Triaged items by context instead of by priority.

9 days ago

Siza DlaminiBeginner

asked in Ask a Peer

Karbon communication

Good dayHow do you change the client communication template for the organisation, not just one client?Also how do you add a new client communication reminder?

10 days ago

Paul RichardsonBeginner

asked in Ask a Peer

Unable to have no VAT cycle

When setting up a client’s Accounting details > Tax Details, I appear to be unable to leave the section for VAT (sales tax) period blank.We have a few clients that are not VAT registered and need to be captured as such. Is there anything that I am missing?

10 days ago

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.

12 days ago

ARTBeginner

asked in Ask a Peer

Timelines & Tagging

I am incredibly confused with how correspondence is saved to timelines. My understanding is that if an e-mail is received from a certain client (e.g. a corporate entity) it will only be automatically saved to the timeline if it is from the primary contact. There are other people that I send e-mails to in the organisation and I would have thought that their correspondence should be automatically saved to the organisation timeline, if I set them up as a contact? Apparently this is not the case and Karbon is designed like this on purpose but I don’t understand why? Therefore, it becomes a manual process to remember to save e-mails to timelines which is likely to lead to things being missed. Perhaps, I am missing something?Also, in addition, if you are looking at an entity timeline, is there a way to filter out the correspondence from a certain department that you don’t want to see?

13 days ago

Ellen LeadbetterBeginner

asked in Ask a Peer

Updating Tasks in Template - flow on to reoccuring jobs.

Hi All!When setting up templates & tasks with reoccurring jobs, if you update the tasks within the template does it update the reoccurring jobs? I thought I saw that if the tasks weren’t yet assigned within the job and you updated the template, the new tasks would flow through. Looking forward to hearing from the community.

13 days ago

Jessie JohnsonBeginner

asked in Ask a Peer

Multiple email addresses in one account

I’m wondering when we will be able to have multiple email address to use in Karbon? My company has two divisions and we each have two email addresses. I know Karbon has talked about being able to manage several email boxes within one login, and I’m wondering when that is likely to happen? Thanks!

14 days ago

FischbooksRising Star

asked in Ask a Peer

Rethinking Recurring Bookkeeping Work

We started with Karbon last year and are trying hard to make it the most efficient we can. One area I’m seriously rethinking is not having a separate work type for each month of bookkeeping. The challenge here is that when we have recurring months and clients have to upload their statements, we’ll go a few months getting none, then they’ll do a bunch at once which means the documents are tagged to the wrong work item. If we had all bookkeeping in one work item but each month as a task then even if they do catch up with their items, they’ll all go into one documents area. Has anyone tried this? Can you think of any drawbacks?

15 days ago

Victoria KohlhagenBeginner

asked in Ask a Peer

Client Group timelines

Is there an easy way to search a client group timeline for an email? I know I can do a general search of all of Karbon items, but is there a way to search in just the clients related to a single client group? Do we need to add all the correspondence to the client group timeline? Eg if I wrote to one of the Smiths about super but can’t remember who, I don’t want to have to search through every timeline for A Smith, B Smith, C Smith, etc, and searching for “super” in all Karbon items returns too many results.

15 days ago

Yi LiBeginner

asked in Ask a Peer

Contact was deleted

Dear Karbon team, We have a contact called Pazel Super in the system, however, it was deleted on 14 Aug 2023 with no reason -Would you be so kind as to look at this issue please?Thank you kindly.Yours faithfully, Yi Li

15 days ago

Nicole GordonBeginner

asked in Ask a Peer

Automated emails

Hi, I am loving the email task which we have put in place of a lot of client requests. My question is, can we have this automated rather than going into the task and creating draft then send?

17 days ago

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