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Unanswered Questions

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Kevin DodgsonRising Star

asked in Ask a Peer

Is there a way to bulk-assign new employee previously-created work?

I’ve just brought on a new tax preparer and have him set up in Karbon. However, I have about 100+ clients that have already signed engagement letters via Ignition and have those work templates already created with me as the preparer. Is there a way to quickly bulk assign a bunch of them to him? (Updating the work template should fix it going forward, but looking to avoid manually assigning each client to him)

1 year ago

Jill WarrenBeginner

asked in Ask a Peer

Can you highlight text in Karbon tasks?

I want to highlight a portion of text in Karbon so that it cannot be missed each month for that particular task. Are we able to highlight in Karbon tasks?

22 days ago

JoyBeginner

asked in Ask a Peer

ECJ TAXBeginner

asked in Ask a Peer

Creating Subtask within a subtask.

Hi how do we set up a subtask within a subtask?

5 months ago

Hannah - Efficient TradieBeginner

asked in Ask a Peer

How to Export Total Time per Client

Hi Peeps,Is there a way to export time that shows the total time tracked for each client in one report? I want to see how much time was spent on every client in a month. Thanks in advance,Hannah

2 years ago

Candice DiemerKarbon Team

asked in Ask a Peer

Ideation Design Workshop! - Come and join this creative session

Hi everyone 👋I am running an ideation workshop and would love to have members from the community get involved! This is a hands on fun session where we will be looking at a problem and coming up with ideas on how best to solve it. We will be drawing and sketching designs - no design experience necessary (if you can draw a square box, you can do this!!) The workshop is limited to only 3 participants so please sign up early as its first come first serve. USA based members would be ideal and any job role ✅Date: Tue April 4 Book your place in the workshop here

1 year ago

Jodee HughesBeginner

asked in Ask a Peer

Change bulk work to one manager to another

Hi,How can i bulk update all work items from one to another

8 months ago

Kathleen M. BelkBeginner

asked in Ask a Peer

Sorting Contacts based on Services

I added specific services that our company provides to each client under their Contact, Details tab, Accounting Details section on the scroll down, Basics tab and then in the Services section. Is there any way to select one of those services, then download a list of every contact that has that service in that section? Someone said they create a group of contacts for each service and can download from there. Brilliant solution but it means I have to reverse engineer that after I have already entered the information once. I’ll do it if I have to but was hoping not to loose the work already done. Thanks!

1 year ago

Michelle ReillyBeginner

asked in Community Feedback

File Size Limit - Client Uploads

Karbon has a 50 MB file size limit for uploads within a client task. Does anyone know of any workarounds for uploading files larger than 50 MB?

12 days ago

Beryl WilliamsBeginner

asked in Ask a Peer

Copy and Paste Sub-tasks

How can I copy and paste sub-tasks?

2 years ago

Andrew MillerBeginner

asked in Community Guides

@TAGGING

HiWe cannot @ tag team members in karbon, is there a setting we need to consider?

10 months ago

Jeremy WellsRising Star

asked in Ask a Peer

Email window size

I know there’s probably a ton of HTML weirdness going on under the hood that I won’t even pretend to know about, but the size of the window when reading an email in Triage seems inconsistent and unpredictable, especially with emails that have large images.The window will expand to accommodate the entire image, then shrink back down to the height of maybe 8–10 text lines, which feels cramped.Other emails, usually newsletters with many paragraphs of text, will expand to scroll several pages and never shrink back down. I have to scroll all the way back up to reach the controls to clear or otherwise manage the email.As far as I can tell, there’s no way to expand or contract the window or predict when one email window will expand or contract. This can make managing Triage, especially from non-contacts, a bit of an unwelcome adventure.

1 year ago

HermanBeginner

asked in Ask a Peer

Create/Update Client tasks via API

Karbon Client tasks is great for us to get quicker and more consistence client responses for file request and feedback etc. As I am working with outside contractors service providers as well, which we currently using ClickUp to manage that part of the work, I am looking for way, if possible to for example to update or create a client task in Karbon based on certain triggers in ClickUP.Currently the Senior Client Manager, which is the user on Karbon, will manually trigger or update the Client task in Karbon, based on events/status in ClickUp.Don't know if this is something that is possible, or if possible just so complex to add that it is just better to do manual?

1 year ago

Angela WaltersBeginner

asked in Community Feedback

Karbon Certification Badges

Can the Karbon Certified Expert badge be added to your profile on LinkedIn? If so, how?

1 year ago

mikedoanRising Star

asked in Ask a Peer

Time & Billing and Fixed Fee

Does anyone use Time and Billing in Karbon and have mostly a fixed fee pricing structure? If you do, how to determine job profitability in Karbon, or do you?Our business is about 95% fixed fee. For us, having a billing rate in Karbon for each role is not useful in determining job profitability. Ideally, I would need to load into Karbon the loaded hourly rate for each employee (not just role). Currently we track our time and billing in Xero’s PracticeManagement and we can get job profitability out of that system. We would rather use Karbon for Time and Billing since the it would reducing switching cost between the two app during the day. I know that I could export the time data and dump it into a data analysis tool to determine job costing, but that requires a manual process and additional work that I don’t really want to do. Also, I would like to keep everything in Karbon if possible.

2 years ago

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