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70 Discussions

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Beth MillerBeginner

asked in Community Feedback

EOS (Entrepreneurial Operating System)

Currently implemented EOS (Entrepreneurial Operating System) into my firm. Reaching out to see if any community firm owners are using Karbon for EOS management? Has Karbon helped you to keep your goals/rocks/issues/to-dos tracked and monitor progress for you and your leadership team? Appreciate feedback.

1 day ago

MaxsBeginner

asked in Community Feedback

Jade LiBeginner

asked in Community Feedback

Comments experincing delays

Hi team, client advised there are delays when I replied comments to them e.g. one client (who normally acting extremely prompt in emails) - would this due to our internet issue/system responding or anything else we need to know? Do we have any data to refer- e.g. PINGs Or probably that was client side internet issue? as others doesn't seem to have such issue.

14 days ago

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

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21 days ago

Amelia FreemanKarbon Team

posted in Community Feedback

Bulk Updating Work Items From Template

Hi Karbon Community We are exploring how we can solve this feature idea - If this is something you would want to do, we have a question for you:Would you expect all work schedules off the template to be updated to match the template or would you want to pick particular schedules (e.g. by client)? Please let me know in the comments below. Thank you!

27 days ago

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!

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1 month ago

Melanie Javilles

asked in Community Guides

Searching past emails and notes?

Why I can’t search a past emails and notes. It’s always would result for a no search..

1 month ago

Mitch WaldsteinRising Star

asked in Community Feedback

Google Drive Integration

Dear Karbon,When are you planning to roll our Google Drive support for DMS (document management system)? Our while eco system operates in Google. Incidentally, our Karbon account piggybacks on our Google logins and gmail. Any updates on ETA for this vital integration? We are hobbling around this until we can integrate fully. Much appreciated for a response so we can project how to handle files until you resolve.

1 month ago

Georgie KinghamBeginner

asked in Community Feedback

Karbon Archived Users

When I go to submit my timesheet, Karbon automatically wants me to submit it to a user who is archived and no longer working for us. It also suggests a list of people I can submit to however some of these people are removed from Karbon. How can I change this?

2 months ago

Steve WortmanRising Star

asked in Community Guides

Can we exclude "already billed" fixed fee work from KPI WIP workbook?

The Fixed Fee WIP in KPI includes work items that have already been billed. I’m only interested in seeing items that haven’t been billed. Is there a way to filter the report to include only unbilled? I don’t see that option in the workbook.

3 months ago

Mackey McNeillBeginner

asked in Community Feedback

dictate feature

All Microsoft products, word, and outlook specifically allow you to dictate an email or a document. In Karbon everything has to be typed. This is inefficient and time consuming and for me, I resist using Karbon because of this. Since Karbon somehow works with Outlook, I would like this feature added.

3 months ago

OTIS COMSTOCKBeginner

asked in Community Feedback

Citrix - Sharefile

Thank you for reading my question, and hopefully, take it under advisement because it would be a tremendous asset to many, many, many people that I have talked to. My suggestion/question is, is there any way to connect the Karbon document management system to Citrix ShareFile? I don't use Dropbox or OneDrive. I want to join the documents I'm working with and Karden's work. I'm considering changing systems: I need a place to consolidate my records. Connecting to ShareFile would be a tremendous asset to our office. Thank you very much. Hopefully, a favorable response is in store.

4 months ago

Cross-Border Client ConciergeBeginner

asked in Community Guides

Logo appearing twice

Hello,Your logo and our logo are appearing twice in Karbon. What could be the problem?

5 months ago

Angela MilesBeginner

asked in Community Feedback

Sage backup files

5 months ago

Dianne QuiamcoBeginner

asked in Community Guides

DOCUMENT UPLOAD NOTIFICATION

How do we enable any notifications if clients would upload documents in Karbon?Thank you

5 months ago

Jeremy WellsRising Star

posted in Community Feedback

Delete Repeat Work

I’d love to see the following for deleting repeat work:Make it an option by either clicking the repeat cadence under “REPEATS” in the main Work view or under “Edit Repeat Settings” in the Work’s three-dot menu. It’s several clicks and a full-page scroll to get to Delete Repeat currently. When a contact’s “Contact Type” is changed to “Inactive,” automatically delete all repeat work for that contact. After deleting repeat work, I’m taken back to the Work screen. I’d rather go back to the Work instance that was being repeated (usually so I can delete that instance also).

5 months ago

Ketan PatelBeginner

asked in Community Guides

How to fetch team members of Contact using API?

How can I retrieve the team members associated with a contact using an API?I have retrieved all contacts using an API, and I am now looking to fetch the related team members for each contact.Thank you so much for your attention and participation.

6 months ago

Sandi PikeBeginner

asked in Community Feedback

Unsend email

Is it possible to request to the developer team to add more time to “unsend an email” to at a minimum of 30 seconds. Like someone mentioned a long time ago, if you only have 5 seconds, it seems irrelevant to catch it that quick in 5 seconds. 😊

6 months ago

Ketan PatelBeginner

asked in Community Guides

How to fetch Organizations of Contact using API?

How can I retrieve the organizations associated with a contact using an API?I have retrieved all contacts using an API, and I am now looking to fetch the related organizations for each contact.Thanks in advance.

6 months ago

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!

6 months ago

Michelle FisherBeginner

asked in Community Feedback

Discounted users who only utilize Karbon Time

Hi! We recently switched our accounting team to Karbon time, and are liking that functionality, especially with the KPI features we have subscribed to.Because of the high cost per user for Karbon, we do not have our contractors on Karbon, so they are still logging their time in QuickBooks Time. This divide obviously causes inaccuracy in our KPI data, as well as a much longer invoicing time for the clients who are billed on an hourly basis (most of our clients are fixed fee, but we do have advisory clients and some hourly billed clients that we need to manually bill at month-end).Is there an option for discounted users so that we can enforce Karbon time tracking across our entire company? The sooner we are able to do this, the better.

6 months ago

OTIS COMSTOCKBeginner

asked in Community Feedback

Running Slow

What is going on with the Karbon Practice Management app/program? It is running so slow that it’s almost impossible to use. I can’t get a hold of Support, or all Support wants to do is talk. I’m tired of talking. I want something to work. Could someone please get my Karbon Practice Management to work?

7 months ago

Paul SweeneyBeginner

asked in Community Feedback

Revising available capacity for planning when team members are leaving

I have an employee who just gave two weeks notice of resignation.To utilise the capacity planning report it would be good to be able to1) set a future end date;2) end available capacity from that date so the when running the capacity planning report it shows the ability of the remaining team to handle the excess workload until replacement staff arrive. In the interim we’ll try the suggested workaround being to submit a time entry and use the Time Off Task Types to reduce the capacity of that user for the planning period they are looking at.

7 months ago

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