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Jarett SBeginner

asked in Ask a Peer

AddflowBeginner

asked in Ask a Peer

Malicious email

Hi TeamI’m new to Karbon, so please advise if this has already been raised.We’re receiving a lot of spam email with malicious links. I don’t want to simply clear the email and have it sitting around for someone to inadvertently click on the link at a later date. Our current practice is to log into Outlook and permanently delete the email, then return to Karbon. It’s not an ideal workflow, and I’d love someone to explain a better way.

6 months ago

Danielle ClarkRising Star

asked in Ask a Peer

OneDrive Connection

Last year, connecting our Tax work items to OneDrive was immensely helpful. However, when I went to do the same thing again this year, I can't get to the folders. Does anyone know if this is an issue on our firm’s end or Karbon’s? I can’t press the “<” button to open the folders, but I have confirmed that OneDrive is still connected to Karbon.

3 months ago

Gillian KirkmanRising Star

asked in Ask a Peer

Annual repeating jobs showing already despite create work date no until Feb 2023

Hi allProbably user error but, as we work through our 2022 annual accounts jobs I am setting them up as a recurring annual job, all repeating in May 2022, and the Create Work date is 3 months before it starts. The reasoning being 1st February next year we can spend some time planning for when to schedule these jobs in and then move the due dates as appropriate. The problem is. as we have finished the 2022 jobs, I have a heap that have already gone and created themsevles. I can go into those jobs, look at the repeat, it def says starts 1 May, create work 3 months before it starts, create tasks 1 day before it starts, yet there are all these 2023 jobs on our annuals list. So frustrating. I know I could set the filter to try and exclude jobs starting after 1st February 2023 but my question is why are the jobs creating now and ignoring the instructions?

1 year ago

Brooke RichardsBeginner

asked in Community Feedback

Charge out rates

Hi all,Is there a way to add charge out rates/base rates to colleagues for time tracking and billing purposes?

1 year ago

Marni GarciaRising Star

asked in Ask a Peer

Filter My Week to a Daily or smaller multi day view

I am getting overwhelmed at the beginning of the week with Work and Emails that aren’t due until later in the week and they are creating noise that I have to filter through. Is there a filter coming to help with the noise in My Week?

1 year ago

Aaron GilmoreBeginner

asked in Ask a Peer

Company Authentication Code

Is it possible to add an additional box in the contqct details to sav ethe company authentication code ?

1 year ago

Shaun FarrugiaRising Star

asked in Ask a Peer

Client Task e-mail - Modify default template & remove checklist

Hi all,We’d love to use the client tasks functionality within our firm, but have found with our first few tests clients are just replying to the email and answering the checklist items/attaching documents rather than clicking through to the portal. My questions are: Is it possible to force a login? - Our clients typically have multiple entities, forcing a login will ensure they see all open requests attached to their email at one time. Is it possible to modify the firm-wide template for client tasks to remove the preview of the checklist, this will force the client to click the link/login to see the open tasks. Is there a hack which can ‘send’ the client queries to the portal but not send an email at all to the client, we can then send a manual email directing them to login and answer the queries?

1 month ago

Adam KusnierekBeginner

asked in Ask a Peer

Bookkeeping Pricing

Hi Everyone. A quick question regarding bookkeeping pricing. We are finding our current method inefficient, in terms of 1, actually calculating what the fee should be, and 2, trying to ensure the price is a true reflection of the work undertaken. We use GoProposal, and our fees are set up using the following line items:Invoice processing fee - Fee based on no. of invoices processed.Bank rec fee - A fee for reconciling the bank rec each month.VAT return fee - A fee for producing and submitting the return. Could anyone share how they price these services and any tips you have found when pricing bookkeeping?Thanks in advance.

1 year ago

MariaVRising Star

asked in Ask a Peer

Does the Time and Budget feature only work if you are connected to QuickBooks Time?

In reading some of the Time and Budget posts, it seems that some firms are using the Time and Budget feature and they are not connected to QuickBooks Time. I don’t know that for a fact but that is the impression I get. Is that possible?I initially started the setup for the integration but never completed it. When I go to disconnect the sync I get a message that I will no longer be able to track time in Karbon. My thinking was to get more comfortable with the Time and Budget features before turning on the integration.I would appreciate any clarification on this. Thanks all!

2 years ago

Heidi TedhamsBeginner

asked in Ask a Peer

Individual Contact as Organization?

Does anyone have individual clients set up as organizations? We have been operating fine with them as a contact until our recent integration with SuiteFiles. “Contacts” do not sync externally from Karbon, but Orgs do. Before we go through the whole list of our individual tax playing clients and make them into identical existing organizations, I would love to know if anyone has knowledge regarding this. Would a contact having the same name as an organization present any workflow issues? Otherwise for context our current setup is:Individual tax client = Contact - “Client - Individual Tax” Joint tax clients (individually, i.e. First, Last) = Contact - “Client” Joint tax clients (joint) = Org - “Client - Joint Tax” (both contacts from above linked to this org and work done at this level) Businesses - Org - “Client - Business entity type” Client Groups are created for anyone with more than one organization and we put all orgs and contacts under client group for visibility of work items, as

3 months ago

CBC-OfficeRising Star

asked in Ask a Peer

Is it possible to assign to a Team instead of just to a Colleague?

Is it possible to assign to a Team instead of just to a Colleague? We have a few different Teams, for a mix of Client Teams, Department Teams etc. and it would be helpful if emails or tasks could be assigned to the Team as a whole instead of the individual (to start). This process happens already in some cases using the Team Tag. However, would work better with our processes if tasks or Work could be assigned to a Team (think repeat work/task creation) then can be assigned to the individual from here.

1 year ago

Michelle Milner-EradhunBeginner

asked in Ask a Peer

Has anyone else's triage stopped updating gmail today?

Hi fellow Karboners :-) Has anyone else's triage stopped updating gmail today? last email 5 hours ago but have email since that's not showing in Karbon! Thank you folks :-)

1 month ago

Lauren BeBeginner

asked in Ask a Peer

Billing - Exporting to QBO (Setting Up)

When exporting the invoice data to CSV for QBO, I noticed that the Work headings (ie. “Monthly Accounting for Jan 2022”) would be prepopulated in the “ItemDescription” field, which would be imported into QBO as “Monthly Accounting for Jan 2022”.For my invoices, though, I like to have a narrative, like “Preparation of the Monthly Accounting for Jan 2022” or “Preparation of Sales Tax Return for Quarter 1” rather than an abrupt listing.Does anyone have a workaround? I know we can edit the description in the csv file, but I’d like to get it to streamlined.

1 year ago

Meghan CyrBeginner

asked in Ask a Peer

Karbon Bcc issue

Good morning, For some reason, now when we are receiving emails through the forwarding function of Gmail, Karbon thinks we are Bcc'd on them and won't let us Add to Timeline, Assign, etc. and we get this error. Do you know why this is happening? Thank you!

2 years ago

Nick FairBeginner

asked in Ask a Peer

Karbon Implementation

Hi Everyone - we are about to being our Karbon implementation and have been discussing how Karbon integrates with QBO for time and billing purposes. Our thought was to track and input time in Karbon then use the QB time integration to be able to actually do our billing in QBO. We are wondering if this is currently the best approach and if there are any best practices or pitfalls we should avoid here? We don’t necessarily bill according to the time but do track time on a project basis and plan to continue that in Karbon. We are a tax heavy firm but also have a lot of fixed fee monthly or quarterly billing. All our other accounting for our firm is already being done in QBO. We also use Ignition for proposals but may not use that integration at first. We were also curious of any overall tips or potential things to avoid as we work through out implementation to avoid any headaches down the road. Any insight would be appreciated, thanks!

6 months ago

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

Erin JamisonKarbon Team

asked in Ask a Peer

Question for everyone: How are virtual bookkeeping companies staffed?

Hi All! I’ve received two great questions from @HOAFinancials that I thought I would share here for Community input. Does anyone have any resources or input on how staffing for virtual bookkeeping companies might be organized. Also, what percentage of virtual bookkeeping practices has anyone seen using 1099s vs W2 employees located in the US? We would love to hear your thoughts or review any resources you might have to share with us and@HOAFinancials

3 years ago

Angela WaltersBeginner

asked in Ask a Peer

Pull a list of clients for specific work

How can I pull a list of clients who we did 1099 work for in 2021?

1 year ago

jensSuperstar

asked in Share Tips & Best Practices

What are the best practices for using client tasks? How can I help my clients understand and gain comfort with that form of engagement?

2 years ago

DianeKSr. Community Champion

asked in Ask a Peer

Copy from a Template?

Would anyone else find it useful to be able to copy a section of a template to work items. This would be so helpful when updating existing work items. I put in a feature request for this. If you think this would be useful, please make a request as well. Requests can be submitted by going to Help and Feedback and choosing this.

2 years ago

MariaVRising Star

asked in Ask a Peer

Emails not assigned to Work

I would like to generate a list of emails for the firm that have NOT been assigned to work to make sure nothing is falling through the cracks and that the team is assigning their emails as they should. Does anyone know of a way to do that?

2 years ago

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