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Erin JamisonKarbon Team

posted in Community Feedback

New to the community? Introduce yourself here!

Welcome to the Community! We’d love to get to know you a better, so please introduce yourself! Here are somethings you can add to your introduction: Your Name What you do Favorite aspect of your job Favorite hobby to do outside of work Fun fact about yourself Reply with a quick introduction so we can get to know you better!

Pauline HaydonBeginner

asked in Community Feedback

is there a plan to have the option to export directly to sheets & docs?

it's great to see growing integration with g suite apps… when will we see the ability to export directly to google sheets & docs? We use g suite for everything as you’re killing me with the copy and paste into sheets to share with my team…

Christie ReedBeginner

asked in Community Guides

Why can I not see more than 40 work items in the Work View?

If there are more than 40 work items on the work tab, I cannot scroll through them. I get a blue circle in the far left corner as if it is thinking/processing, but nothing happens and it does not go past the first 40 work items. The only way I can find what I need is resort the work under “Name” and hope it falls in the last 40 items, or I have to do a search (hoping I guess the correct key words) to find a specific work item. However, if I need to scroll through all the items there is no way I can do that if it is more than 40 work items.** This is a recent issue - meaning I was able to scroll past 40 before - this has happened in the last week to two weeks.

Gcobisa ZonoBeginner

asked in Community Guides

Work Items

Hi there, I trust you are well.Firstly, I am currrently experiencing a work view error, when I go on a client and I want to view the work not completed. It doesn’t show all my work, it will only show 1 or if more than 1 it will show minimal. This is new and would like assistance to be able to view my work items with no problems.Secondly when I view work items, the system is very slow to load work items and slightly glitches, with my colleagues they don’t experience this but I am. Kindly assist as this problem is not making the system user friendly for me at this stage.I would like this to be sorted as soon as possible.

AliceBeginner

asked in Community Guides

stop the editing function on notes? Is this possible

Is there any way to turn off the edit feature - except for Admins, on the internal notes?

Albert BassBeginner

asked in Community Guides

creating a calendar

How to create a calendar for meeting and appointments from Karbon

Michael DawesBeginner

asked in Community Feedback

Download All option requires entry of folder name for each file being downloaded

When you select Download All attachments and the folder displayed is not where you want to save the files, you then have to change the folder for every file being downloaded. Karbon should save all files to the newly nominated folder without having to do it for every file being downloaded.

Ken RogersRising Star

asked in Community Feedback

Karbon and Intuit Practice Management

In general - when we see the planned updates and a future roadmap for Karbon - how does that translate to planned updates and a future roadmap for IPM?

Johann GoreeRising Star

asked in Community Feedback

Certification levels

Can the certification be broken down into different levels? Not all my team need to know how to set up templates and have access to insights but all need to know how to work in Karbon and communicate in Karbon so a standard level and an expert level of training would be great. At the moment I’m only asking managers and above to undertake Karbon training but would love to get all staff to understate a more basic level as part of their induction to the business and processes

Johann GoreeRising Star

asked in Community Feedback

Training Material Updates and demos

Firstly, when will training modules for the new features be available? I’m think specifically the document storage, calendar and practice insights? Secondly for products that are additional costs like the new insights feature, it would be great to have pre recorded demos available on this community to watch and help us decide if we want to book calls and trials on the additional features.

DorothyKarbon Team

published in Community Guides

List of Community 'how - to' guides

This community platform is fairly straightforward but we love being helpful and have pulled together some basic guides to give a quick overview of the main features. How to Login into the Karbon Community How to edit your profile How to see your topics and activity How to subscribe for updates and notifications How to tag other community members How to quote other users Community GuidelinesIf you have any feedback, questions, or suggestions for new community content, we are eager to hear form you! And hope you’ll share here ... You can also private message @Dorothy, @Andi Ancheta or @evanrnhall on the community team. We’re here to help and make this great for everyone.

DorothyKarbon Team

published in Community Guides

How to: Tag or @mention a member

Just like many of the other platforms you use - when you tag another user in your question or comment, the platform will notify them that they were mentioned in a post. To tag a user, you simply start with the @ symbol, then begin typing their username.Example: @Andi Ancheta The platform will suggest matches, and you simply select the username of the person you would like to tag. As soon as you post your message, the user will receive a notification that they were mentioned, and a link to the post.

Ian VacinKarbon Team

published in Community Guides

Launching 'Feature Ideas' on the Community

Since its launch last year, the Karbon Community has grown into a vibrant place for customers to share tips and tricks, ask questions, and learn from each another. And to make the Community even better, we have just launched Feature Ideas. This new section allows you to suggest, vote for, and track app improvements that will make Karbon better for everyone. It makes it easier for you and all customers to be heard, see each others ideas, and know what is coming next.We are looking forward to your input! Ian

Mike LiangRising Star

asked in Community Feedback

Bug fixing and new feature request

Karbon and peers, Currently, I understand there is no central place for reporting bugs of Karbon system. I only know the place to request new features. However, for existing features, if there is a bug (e.g. below), I would strongly a place either in this community of somewhere else for the users to report. I hope all the bugs can taken care by the development team of Karbon serious and timely and trackable. Can other peers echo this idea? The reason is simple. Client Group: When a client is added to two or more client group. When we do the filering of work by client group, the work of the client only appear when you filter the first client group. However, when you filter other client groups where the client is a member, that work won’t appear.

Amelia FreemanKarbon Team

published in Community Guides

What do the idea statuses mean?

Each feature idea submitted in the Feature Ideas section will be categorized by the product team into an idea ‘status.’ See below for more information on what each idea status means. NewThis is the default status given to newly submitted feature ideas. Your idea may remain as ‘new’ for up to 14 days. Gathering InterestThe product team is providing Community members the opportunity to vote for and/ or add further information on this feature idea. Under ConsiderationThe product team is currently looking into the feature idea and gathering further information. In DesignThe product team is in the discovery phase and is designing a great solution to the feature idea. In DevelopmentThe engineering team is building the solution for the feature idea. Look out for it in Karbon soon. ReleasedThe solution for the feature idea has been built and released, and is ready for you to enjoy. Not on Immediate RoadmapAt this stage, we do not have plans to build this feature idea and it is not in our imme

Amelia FreemanKarbon Team

published in Community Guides

How to submit your Karbon feature idea

Welcome to the Feature Idea section within the Karbon Community! This is where you can suggest new ideas that will help make Karbon even better. We’re excited you’re here, and encourage you to share your ideas.To share your idea/s with us, simply click ‘submit an idea’ and follow the prompts.To ensure all Community members can enjoy sharing and engaging in potential feature ideas, we have some guidelines for everyone to follow. Search firstIt’s possible your idea has already been submitted, so to avoid any double ups, please search existing ideas first. You can then contribute directly to the existing conversation. Voting and choosing feature ideas to develop nextWe value all feature ideas submitted by our Community, and we read each and every request. But in addition to customer feedback, there are many factors that influence which features we implement. If an idea has a high number of votes, this doesn’t necessarily mean it will be added to the product roadmap. In the same way, if an

Erin JamisonKarbon Team

posted in Community Guides

How to: Attach images and videos to your post

It’s easy to add images or videos to your posts.Add an imageYou can upload images to your post by clicking on the small camera icon in the text editor: All common file formats for images are supported (.png, .jpg, .gif)After a successful upload, you can either leave the image in the attachment, or you can choose to embed it into your post. To do so, simply enter it at the part of the post where you would like to have the image embedded. Embed videosAdding videos to your post can be done by clicking on the film roll button: You can add videos from Youtube, Vimeo and Dailymotion.Note: Please paste the original video url, not e.g. the url for embedding videos.After the video has been added, you can choose to keep the video as an attachment, or to embed it into your post. For embedding, please go with the cursor to the place of your text where you would like to present the video, and click on "place in text".

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

DavisCPABeginner

posted in Community Feedback

Karbon vs Intuit Practice management

I think this is ridiculous, especially for those of us who have been with Karbon from day one but even for new customers.If you buy Karbon from Intuit, the pricing per month per user paid monthly is Team $60, Business $85 and Enterprise $99. This does not account for any discounts intuit is currently offeringIf you buy it directly from Karbon, he pricing per month per user paid monthly is Team $75, Business $99 and Enterprise $??.Clearly, intuit is not doing this for free, so they are paying and even lower amount to get the service.

Charmie LuansingBeginner

asked in Community Guides

Setting up to-do date

Is it possible to set the to-do date for a repeating work item like “Every third week of the month”? Thanks!

DorothyKarbon Team

published in Community Guides

How to: Login to the Community

Karbon Community uses single sign-on (SSO), which means you can login using the same credentials you use to access the Karbon app. Access the Community from KarbonAccess the Community directly from Karbon, either in the main left-hand menu, or from the Help & Feedback menu.Logging in from the CommunityYou can also log in from the Community itself. Click Login in the upper right and you’ll be taken to your Karbon login page to complete login. \

DorothyKarbon Team

published in Community Guides

How to: See your topics and activity

In the top right section of the community, you’ll see your Profile button. Click on it, and you’ll see a dropdown that acts like a community inbox showing all of the following….. My ProfileThis section is where you can setup your profile and make changes to your settings. You can read more about that here. TopicsThis is where you’ll find all topics (questions, discussions, and articles) you have created. You’ll be able to sort/filter by ‘Most Answers’ or ‘Most Views’ but by default, you’ll find the topics at the top where there was recent activity. RepliesThis is where you’ll find all of your responses. SolvedThis is where you’ll find all of your responses that have been marked, ‘Best Answer’. (In case you want some bragging rights) SubscriptionsThis is where you’ll find all of your topics (questions, discussions, and articles) that you have subscribed to or marked as a ‘Favorite’. By default, all of the discussions that you’ve participated in are automatically listed under your subsc

DorothyKarbon Team

published in Community Guides

How to: Subscribe for updates and notifications

How to get email notifications on things you’re interested in or want to follow…..“Subscribing” to content on the community is the best way to keep up to date on topics and conversations. It’s easy to keep track of everything. Here are couple helpful hints. Subscribing to entire categories or forumsIf you find that there‘s a specific area of the community that is particularly interesting, you can subscribe to that entire sub-forum. Simply click on the ‘Subscribe’ button on the top right of the page. Once you’ve done this, you’ll be notified via email of each additional new discussion or article that has been added to this area of the community. Subscribing to questions and conversationsTo subscribe to a question or conversation thread simply scroll to the bottom of the author’s or original poster’s first post, and click on the star . Once you’ve done this, you’ll be notified via email each time that this thread has been updated with a new reply. Unsubscribing for fewer updates and

IvanBeginner

posted in Community Feedback

welcome

Hello everyone!I am Ivan Čuka and I am the CEO at TAXTORRO in Czechia in Prague.Together with my wife, I founded a modern accounting and tax service in my 50s. In the company, I am responsible for all modern technologies (administration and development), as well as sales and communication with clients. Like Stuart, I make sure that the company is sufficient capitalized and we can choose the people and systems we want.I enjoy expanding the automation of processes in accounting and tax consulting, but actually anywhere. I love this time when it is possible to connect almost anything, all for an affordable price and without being experienced IT.Funny fact - I'm not an accountant and I've never worked as an accountant.

Erin JamisonKarbon Team

posted in Community Guides

How to: Start a new topic

The conversations in Karbon Community set the tone for everyone. Help us influence the future of this community by sharing your questions, ideas and knowledge. Create discussions of your own, choose to engage in discussions that make this forum an interesting place to be – and avoid those that do not. Before you postPlease use the search function first to see if your question is being discussed in an already existing topic. Finding the right place for your topicFirst, you will have to select the correct category your question is related to.When you have a question, then start a new topic in Ask a Peer If you want to share Tips and Best practices Share them here as a new topic. Choose if your topic is a question or a conversationA conversation is a normal discussion topic. If you make your topic a question, you can mark a reply from another user as the answer. This will help other users who are having the same question to find the solution quicker. Create a titleNow you will have to def

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