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10 Eslami MarshaBeginner

asked in Ask a Peer

Cathy MBeginner

asked in Ask a Peer

Merge Contacts

For duplicate contacts, can we add an option to merge from one contact to the other in one click? Right now, we have to manually move the work, the emails and can take a while to do.

2 years ago

Dan YamamotoRising Star

asked in Ask a Peer

Repeating Monthly Task

OH I can’t believe I can’t figure this out. I setup a monthly task from a template called give it a name of “TPT Filing April 2022” The dates are May 1 to May 20When I do the repeating I see the following: I select repeating period so it looks like this:But the repeat preview always shows “TPT Filing June 2022” with due dates in June. The next one should be May I don’t know how to fix this?Can anyone help?I am sure this is easy :)

1 year ago

Kendra MottlBeginner

asked in Ask a Peer

Saving things in Karbon

Hi, I was wondering what’s the best way to save documents for a client? Should I be using Karbon and Google drive or can all the info be saved to Karbon in one place? I noticed you can attach documents to a client’s work item but after the work item is complete are those documents archived?

10 months ago

Kristine GrayRising Star

asked in Ask a Peer

Better workflow from Triage to My Week

I love Karbon...but I’m really struggling with the efficiency of having to go through Triage, assign emails to My Week, and then go through them all over again in My Week, to sort them into the different timelines (This week, next week...).There has to be a better, more efficient way. The current workflow has me ignoring My Week completely.Help.

10 months ago

Danny GossBeginner

asked in Share Tips & Best Practices

Xero Practice Manager

Hi,We are switching over to Karbon at present. I am just wondering how those using XPM for billing handle Karbon? Do you still set up a job in XPM? If so then there are two jobs on hand - one in Karbon and the other in XPM? How do you then bill the client? What is “Best Practice”?Still a bit confused here.Thanks

3 months ago

Lauren ScottBeginner

asked in Ask a Peer

No Office 365 signature found to import.

I have a signature in my Outlook, and my O365 account is connected to my Karbon but when I click “Import Office 365 Signature” I get the error message: “No Office 365 signature found to import.” Why is this happening?

10 months ago

David SmithBeginner

asked in Ask a Peer

Work View - Get rid of "Also working on"?

Hi all, new to Karbon (our firm is going through an implementation stage at present).I have set up a work view (Kanban style) and have each column headed with the assignee. In each assignee’s column, they have occurances of “also working on” showing steps allocated to other staff members but this assignee will be or has been involved in work at some point. My question is, can we switch this off and make the “Also working on” entries disappear?

7 months ago

Imbi FinlaysonRising Star

asked in Ask a Peer

Setting up recurring Monthly IAS/BAS jobs in Karbon

We have clients with monthly Instalment Activity Statements (IAS) reporting PAYGW, but every 3rd month (last month in quarter) it is a Business Activity Statement (BAS) reporting both PAYGW for that month and GST for that quarter.Now i cannot set up a recurring job for the IAS alone, as the recurrance would be 2 months out of every 3 months. I have set up a monthly recurrance as all the team understand the third month is a different statement, however we charge some clients a different amount for the IAS and the BAS.Does anyone have a solution for this?

2 years ago

Kari HannumRising Star

asked in Ask a Peer

Searching for External Comments

If you are tasked with searching for external comments for a client what do you do? Really any comments that could be buried on a work item seem to be lost unless you look through each task or client task. Does anyone have a good way of managing this?Does anyone know of a way to do a keyword search of comments?

20 days ago

Melissa ReevesBeginner

asked in Ask a Peer

Set Client Private within Karbon

Is there any way to set a password on a client so not everyone in the office has access to them?

5 months ago

MikeLiangSuperstar

asked in Ask a Peer

Note visibility and confidentiality

I know Karbon encourage to use note for internal communication. However, I noted that if a colleague send note to another colleague, the note is visible to all colleagues. I hope there is something I don’t know so that colleagues can confidently send note to each if it is a bit more privacy information/communication. If no way to get around, I will lodge an idea to the feature Idea. Another thing is the comments under a work/contact which is a private contact. I think Karbon needs to be fix is that, if I @ some colleague in that note/following comments. The colleagues should only see that specific comments/note I @ them. They shouldn’t be added to the contact/work as they will see all future Commnications not as intended. (I know when I @them, there is a reminding message from Karbon, but this is not helpful, especially when someone is careless or overlooks it). Currently, to avoid that, the only way is to send an email to the colleague separately, that will break the intuition and dec

1 year ago

Matthew ReifBeginner

asked in Ask a Peer

Document Management

Considering changing from Canopy. How does the document management work with client portal? Is this worth changing to from Canopy? I am only on the trial version and the one thing I do not like is that there is no folder options to sort files. I want to make sure if I make the investment its worth it. Has anyone else changed from canopy?

1 year ago

Roy W Henderson JrBeginner

asked in Ask a Peer

CCH Axcess Engagement

Does anyone use CCH Engagement and/or looking to move to the cloud version when Axcess Engagement is ready? Thinking maybe we could share ideas / thoughts.

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

MikeLiangSuperstar

asked in Ask a Peer

IT support Company

This is not relevant to Karbon. But just want to see if any my peer firms (with 8-12 staff) have any recommendation of a good/cost-effective Managed IT service supplier to recommend? We are based in Sydney Australia. My main needs are:Procurement and management of IT equipment, mainly are laptops (if at a corporate discounted price, or leasing term, it will be better) Support to setup new laptop for new employees and remove content for leaving employees etc. Support to setup the new employee’s office 365 account and access to office 365,/MS Team IT guru/support when we have a service needs, e.g., when we need to realise some new feature with MS 365, MS Team, app connector etc., they can provide solution and implementation All other security and consistency in securitiy and IT policy measures

2 years ago

Martin McEwenBeginner

asked in Ask a Peer

How do I replace a user?

If we have an employee turn over, how we we replace the details on that user with a new user? (I can edit everything except the e-mail address.)

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

Ashleigh MuirBeginner

asked in Ask a Peer

Client Task Link Expiring

We have a few jobs checked in for the 2022 Financial year and clients uploading documents to the client task we have sent out for this but the link keeps expiring, does anyone know how to stop it from expiring so the client can always access that same task?

2 years ago

Rebecca MuscatBeginner

asked in Ask a Peer

Calendar Settings

Is there a way to change the calendar settings when setting due dates so that the calendar starts on a Monday?

2 years ago

Dan YamamotoRising Star

asked in Ask a Peer

Tagged on an email that is cleared from Triage

I was tagged on an email from a colleague. I want to keep track of any additional comments or conversations in that email. It’s not related to a client it’s Karbon question. If I clear that out of my Triage how will I be able to find that email later. Is it only if another person adds a comment?

2 years ago

Scott WastellBeginner

asked in Ask a Peer

How do I show incomplete tasks for a particular Job

Is there a way to show incompete tasks for a particular job

2 years ago

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