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Frequently Asked Questions about Extensions

Erin Jamison avatar
Written by Erin Jamison
Updated over 3 weeks ago

Index


Extension Statuses

Can I set custom Extension statuses?

  • No, extension statuses are standardized

What are the available Extension statuses?

  • None

  • Required

  • Filed

  • Rejected

Will the extension status appear for all work items (e.g. non-tax items)?

  • The Extension field is present on all work items, but by default it is set to “None.”

  • In work items, the extension status only appears in Work Key Dates.

  • In the Work List, you’ll only see extensions if you turn on the Extension column.

  • This means extensions will be minimally visible across Karbon if not relevant for your firm.

Can I bulk update extension statuses?

  • Currently, extension statuses are updated per work item or by automator. Bulk actions are planned for the future.


Uplifted Automators

What are the new automator options that have been added?

  • You can now trigger actions based on the following conditions:

    • When extension is [XXX] (e.g. Required, Filed, Rejected)

  • Automators can now impact the following properties:

    • Work Extension

    • Work Deadline

    • This Section Active State

  • Automators can now take the following options:

    • If deadline/due date selected, move dates:

      • X months after current date

      • X months before current date

      • X days after current date

      • X days before current date


Active/Inactive Sections

What are inactive sections?

  • Inactive sections are hidden parts of your workflow that only become visible when triggered (for example, by an automator).

  • This keeps your work streamlined—only showing tasks when they’re needed.

Will inactive sections appear in reports or client requests?

  • No, inactive sections are treated like they don't exist by the rest of Karbon. They are hidden from the workflow, Work reports, etc.

How do I set a section as inactive?

  • In any active section, click the triple dots () and select Deactivate Section.

How do sections become active again?

  • You can click the Activate Section button

  • If you've set up automators to activate sections, you can trigger the automators (e.g. when tasks in this section are completed)

Why use active/inactive sections?

  • Reduces clutter and confusion

  • Ensures your team only sees relevant tasks at each step of the workflow

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