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Scott WastellBeginner

asked in Ask a Peer

CindyPBeginner

asked in Ask a Peer

Internal comments; linking to email

Hi EveryoneI am new to Karbon and in the process of exploring and figuring things out. Is there a way to action internal comments into an email to send to a client? For example, if I am having a discussion with my Employer and we and going back and forth with information that I would then want to send an email to the client. With the information from the conversation as a thread below, so we can keep track of what we need to send.

1 year ago

KarinBeginner

asked in Ask a Peer

Client Groups

we used client groups as it’s great so see the members, but unfortunately when information come in from practice ignition it can’t connect to a client group, only to people and organization. Anyone has any lead on how to handle this issue?

1 year ago

Terri SvihlaRising Star

asked in Ask a Peer

Documents in karbon that are live

Hi, we are a new user, still working on our configuration and learning. We had in mind that we could attach a live document to a work item. But, I am now realizing that any time we want to update the document (like adding this week's payroll to an annual based payroll workpaper file) we would have to download the document, update it and then upload the changed file back. So, it seems that karbon is not meant to work efficiently with live documents. Am I missing something? I hope I am stating my concern clearly and apologize if not. For example, as we are doing payroll work, in our current system we would have a payroll prep workpaper pdf file. Each time we prepared payroll we would add bookmarks and the next payroll prep workpapers to this same pdf document. Now it seems we would not so efficiently be updating the workpaper pdf file, if it is stored in karbon. Documents that are stored in karbon seem like they are best if static?How do other firms incorporate the information that is co

2 years ago

Vittorio TisonBeginner

asked in Ask a Peer

Access karbon api via power automate

Hi all! Is anyone using the Karbon API in with Power Automate? Any feedback? Best regards, Vittorio

1 year ago

CarlaCaldwellRising Star

asked in Ask a Peer

How do you manage your Triage?

- Do you manage on a specific frequency? - Do you defer/delegate or reply right away?- Do you utilize To-do's?Share what you have found that works- I love hearing the many ways people do things and always pick up a tip!

2 years 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

4 months ago

Renee AllanBeginner

asked in Ask a Peer

repeating work

Hi all, How can you see all repeating work that has been created in Karbon?thanks

2 years ago

Melissa_StoutBeginner

asked in Ask a Peer

What is your client onboarding process?

We are looking at improving our client onboarding process - high level of the process below.Currently, we launch a couple of onboarding work items and have triggers within that process to create work for recurring services as we are ready to begin that part of the engagement. The reason we do multiple work items is because multiple teams are involved and some of the work actually happens concurrently.What have you done within Karbon regarding your onboarding that has worked well for your team?

3 years ago

Kari HannumRising Star

asked in Ask a Peer

Does anyone track IT Requests in Karbon

I have a workflow/transparency question for you all. We are an all remote team and we have on outsourced IT company. Currently, I am attempting to keep on top of everyone’s issue and make sure they are resolved. We have tried having one work item at attaching all conversations to one time line but information is getting lost. We are considering creating a work item for each tech issue with it’s own work type so that a single ticket can be followed by anyone on the team. I would be interested to hear how other companies track their outsourced IT Issues.

1 year ago

Yvonne Irene LustreBeginner

asked in Ask a Peer

"Download All" function in the Note assigned to a team member

Hi! Is there any way to download bulk documents attached in the Note assigned to me by my team member? Thank you.

1 year ago

Madeline MillerRising Star

asked in Ask a Peer

Income tax projections - Template

Hi Community, Has anyone seen or want to share a good Income Tax Estimates Workflow? I can certaintly make my own but I would love to not re-create the wheel is there was a good one out there.

4 months ago

Terri SvihlaRising Star

asked in Ask a Peer

Emails copied or shared with colleagues automatically

We are considering a team member change for a client that we do extensive bookkeeping work for. We often assign some facets of the work to interns or junior staff and rotate that work so that they get new client experiences. That said we don’t particularly want our client to be aware that another junior staff or intern is doing their work! The client emails the currently assigned junior staff with task information, etc. How do we best use client teams or any other karbon features that would automatically assign emails from this client so that the new intern assigned as well as other team members working with this client will get information needed to do the bookkeeping work? Does the team member that is the email recipient get the email in his triage and then tags it to the work and that is how the other team members get notification of the email? Or is there a setting that would put all emails from that client in the triage of all team members?I am new to karbon and still learni

2 years ago

Natalia ZacharinBeginner

asked in Ask a Peer

Pin Karbon to Task Bar

Is there a way I can pin Karbon to my PC taskbar so that I can easily access it? I am able to pin apps to task bar, but it doesn’t look like I have Karbon set up that way. If this isn’t possible, this would be helpful, so that I don’t have to constantly log in. Thanks!

1 year ago

Candace SalvatucciBeginner

asked in Ask a Peer

Copy and paste client tasks to new templates

I am a newbie here and trying to avoid a truck load of work…PLEASE tell me there is a way to merge two templates.I have a individual tax return template and a business return template but I need both of those together to have a sole trader template.I thought it would be logical to be able to copy client requests and paste them in new templates - ??Please help me 🙃

9 months ago

Jeremy WellsRising Star

asked in Share Tips & Best Practices

Adding multiple timelines at once

In the Add to Timeline box, I’d like to be able to select multiple work instances and/or contacts before clicking the Add button. I have some contacts with multiple entities, for example, and if an email is about multiple entities, I have to add each one-at-a-time.

5 months ago

Tom KneelandRising Star

asked in Ask a Peer

Client Secure Uploads

I am trying to prevent clients from uploading items to my old portal. However, they often times need a secure way to send me a file that has nothing to do with a Work item or a Client Request. The Karbon Portal does not have a section for clients to upload. What have you all found as the best fix?Bottom line is, I do not want clients doing things outside my Karbon EcoSystem. :)

1 year ago

Jeremy WellsRising Star

asked in Ask a Peer

My Week "To Plan" 😬

Am I the only one thinking I’m finally getting a grip on My Week, then notices there are 218 things in “To Plan” that needed to get done yesterday? 😲 😱 😬 😖 🤬 😔

2 years ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Updated client onboarding client request email

Hi allI am wondering if anyone can point me in the direction of an update to the client onboarding template that replaces the old wording in the client request email, noting how the karbon checklist works (e.g. referencing a pin number instead of the new magic links)?

1 year ago

Vinnie StevensBeginner

asked in Ask a Peer

Recent work tagged not appearing in a shortlist.

Where has the recently used work items gone from the tagging section? Historically when i have tagged something to a work, then tagged a second item to a different work, if i needed to tag a third item to the first work used there was a shortlist of recent items selected, this has now disappeared so i have to type in the name of the work every time.

1 year ago

Terri SvihlaRising Star

asked in Ask a Peer

Tracking age of work and prioritizing

How do we set up our work items and tracking so that we can use the kanban to identify how long a work item has been in our office? We have a turn around goal and we are struggling to identify how a work item is tagged in a way that we can sort in the kanban to quickly see whose return comes next for work. So, how do we track what day the information is considered received in our office and filter or sort by that in the kanban?

2 years ago

KOshiroBeginner

asked in Ask a Peer

Muting comment threads

I have a conversation that has multiple people commenting and it continues to show up in my triage for me to clear. Is there a way to mute this conversation?

1 year ago

FeliciaBeginner

asked in Ask a Peer

Suggestion for app workpapers

Hello, wondering if anyone has a suggestion on apps that they have used that integrates with Karbon that can be used for workpapers. Currently we use excel a lot although wondering if there is another solution that integrates well with karbon. Thank you!

1 month ago

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