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MariaVRising Star

asked in Ask a Peer

AndrewBeginner

asked in Ask a Peer

Effect of entering new client tasks after initial email sent.

Hi all. So I’ve setup a client task, sent the email to the the client requesting information and then noticed a further query. I’ve now updated the client task with the new item. Do I need to resend the email or will the client see the new task automatically? TIA

2 years ago

Christian SoguelBeginner

asked in Ask a Peer

new API's to connect time in Karbon with other cloud apps

We are currently using a cloud-based ERP solution to manage our time sheets, but would like to use Karbon instead to manage time sheets. however there seems to be no API allowing us to perform such operation. Can you please let me know when you plan to develop further API’s to allow greater automation with other apps.Thank youChristian

2 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

Colleague Utilization - Exporting Time

Does anyone know if there is a way to export the Colleague Utilization information such that time is exported in hours, like how it is visible in Karbon? When we export, all the time is in minutes… And my brain doesn’t work in minutes past 90 minutes - lol. vs exported:

2 years ago

Tammy HendrixBeginner

asked in Ask a Peer

My work week view: overdue items

If I am using the my work week view, what happens to items that I do not complete with in the week?

2 years ago

grgpennBeginner

asked in Share Tips & Best Practices

How can we embed Loom videos in tasks

How can I embed Loom videos in Karbon? It seems like you can only set links which is fine but embedding directly into Karbon would be really nice. ThanksGreg

2 years ago

Victoria HeathBeginner

asked in Share Tips & Best Practices

Checklist communication with client after it closes

Is there any way to stop the client task list Karbon portal from closing until the whole work item is complete?We often have a long turnaround time for the work we do, so the client task list is completed and we might get to the work itself 2 months later.We have found when we have asked questions or requested further information on a particular item as comments within the checklist, and the client gets a notification, but the checklist is closed.Other than sending the whole checklist again, is there a way to stop the checklist from closing until the whole work item is marked as complete?thanks!

2 years ago

Diane AmatoBeginner

asked in Ask a Peer

Disassociate an organization with a person

We have a married client who got divorced. We originally set them up individually in Karbon and then associated them with an organization, i.e., individually: James Smith Jane Smith Organization: Smith, James and Jane. The work was associated with the organization for the couple.Now that they are divorced we will still complete their individual returns. I made the organization inactive and removed it from the individual records. However, when I look up Jane Smith the organization still appears in parentheses next to her name. I thought that removing the association in her individual record would eliminate it so I was surprised to see it.Any ideas on how to remove this association, assuming it can be removed?

2 years ago

Bovard CPABeginner

asked in Ask a Peer

What is best practice for Invoicing in Karbon workflow?

2 years 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

Ben ZacharyBeginner

asked in Ask a Peer

Any effective tips for pausing triage?

I’ve turned my triage notifications off, which is great! However, any time I use the navigation bar, it shows me an updated total of how many unread items are waiting for me in Triage. This pulls me back in to Triage when I should be focusing on work. Any tips for avoiding this? Or is there a way to stop the navigation bar Triage counter from showing?One potential solution I’m going to try is to just close the navigation bar, and save browser bookmarks so I can navigate that way in Karbon to different modules so I don’t have to open the navigation bar back up.

2 years ago

kylenecarseCommunity Champion

asked in Ask a Peer

FIFO/LIFO

Hi y’all!We typically use the date a client drops off tax documents to help determine their place in the prep order. Any suggestions or ideas on how to best track work in a FIFO order? Thanks!!Kylene

2 years ago

Christopher T Raines

asked in Ask a Peer

Automated emails to clients if extension is required

I’m looking for a way to send an automated email to client IF an extension is required for planned work.The work would start on 1/1 with a planned as work status. i would like to have the client emailed after a certain number of day if the work status is still has a work status of planned. Is this possible?

2 years ago

Admin EMBRACEBeginner

asked in Community Feedback

Search to do items

There is no direct way to search to do items? Only by looking at email and notes. Can I please suggest in the future that there is an option for this. Thank you

2 years ago

Kaitlyn PorcheBeginner

asked in Ask a Peer

Font Color of Statuses

Does anyone know why some of the statuses show up as green and others do not? What designates a status to show up green or not? I have attached a screenshot for reference.

2 years ago

Lachlan MacindoeKarbon Team

asked in Ask a Peer

If you could learn from anyone, who would it be?

Every year, we bring together a panel of industry leaders, all-stars and influencers to review the year in accounting, discuss the top trends, and share their top actionable tips for the year ahead. It’s usually our most popular webinar by far.My question for you: Which panelists would you like to hear from this year?Go wild! No suggestion is too big or too small. If you could learn from anyone, who would it be? Someone from your own firm doing amazing things? A peer who you admire? A leader or influencer you’ve never met but are constantly inspired by? You can even suggest yourself!Our aim is to bring you an amazing and diverse panel from across the globe who you can learn from and be inspired by as we finish up another huge year.

2 years ago

JoyBeginner

asked in Ask a Peer

fee balance

How do you clean up the remaining fee balance balance between budget and actual after you raise the invoice and need to either write up or off the fee balance? I want to clean up balance when we complete the work and have a nil balance to bring forward to next financial year.Is it possible to carry some balance forward due to it’s ongoing nature and clean off some? Thank you 😊

2 years ago

AliceBeginner

asked in Share Tips & Best Practices

Phone call log

Is there any way to record and mark it as a phone call agains the clients timeline?

2 years 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

Emily WilsonRising Star

asked in Ask a Peer

How are you managing internal supplier correspondence?

We have set up a few internal clients such as ‘Evolve HR’ and ‘Evolve Software’ then we have work items named such as ‘John Smith Annual Review’ (for adding notes through the year) and ‘Xero’ (for general correspondence with our account manager, for example). For things such as a stationery supplier, is it worth having a ‘Evolve Suppliers’ contact with each listed and tagging in the work item for that supplier or area of the business (e.g. stationery), or are you relying heavily on the search function and simply clearing these emails (e.g. a order confirmation email)? I’ve heard the search function has changed recently and perhaps isn’t as useful as the last search function. We’re very new to Karbon and don’t want to create work for the sake of it! Guidance appreciated on how your admin department are working this. I’m finding internal work isn’t as straight forward as the client work so am trying to guide our highly organised Practice Administrator as best as possible! Many thanksEmil

2 years ago

Antonia GapesBeginner

asked in Ask a Peer

undo function in email

Hi, when i am drafting an email and insert or format incorrectly is there an undo function that can be accessed as opposed to the time wasting of redoing?

2 years ago

Emily WilsonRising Star

asked in Ask a Peer

Privacy for managers - advice needed!

We are going live tomorrow after using Karbon as managers for a few weeks. Our work has been bulk uploaded and the team will be trained tomorrow morning. I knew that everyone can see one another's to do list (which I would like to restrict ideally), but we’ve just realised that everyone can see each other’s notes and emails too, for example HR issues. How are you handling this? I assume via work items in hidden clients? Any advice appreciated, please!

2 years ago

MariaVRising Star

asked in Ask a Peer

How to auto share emails for staff

Hello Karbon Community,I have a fairly new team member and am wonder if there is a way for me, as the admin, to set up auto sharing of his emails or is that a setting that only he can control. I am hoping that this is something that someone here has dealt with before.Thanks in advance.

2 years ago

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