General topics

Questions and answers that cover elements across all sections of Karbon.

40 articles in this collection
Written by Lachlan Macindoe, Andi Ancheta, and Andy Biggs
Insights

Overview of Karbon Insights

Karbon Insights helps you keep a finger on the pulse of everything going on throughout your accounting practice.
Written by Andi Ancheta
Updated over a week ago

Reporting on work with Insights

Work Insights allows you to see a top-level view of all of the work in your practice in a month period.
Written by Andy Biggs
Updated over a week ago

Drilling down into work items from Insights

When reporting on work in Insight, some charts allow you to click to reveal more detail and drill down into specific work items.
Written by Andy Biggs
Updated over a week ago

Who has access to Insights?

Everyone in your team who has a Karbon account will have access to Insights.
Written by Andy Biggs
Updated over a week ago

Will work for private contacts appear in Insights?

Data associated with private and hidden contacts are included in Insights, however, the information that appears is restricted.
Written by Andy Biggs
Updated over a week ago

How up-to-date is the data in Insights?

Insights reflects data within 15 minutes of it being updated in your Karbon account.
Written by Andy Biggs
Updated over a week ago

How far back in time does Insights report on?

Insights reports on data in a given month. You have the option to report on the current month, or previous month.
Written by Andy Biggs
Updated over a week ago

Reporting on email with Insights

Currently provide you with statistics about your team and client communication in a given month.
Written by Andy Biggs
Updated over a week ago
Exchange users

Connecting your Exchange account with Karbon

You can connect a Microsoft Exchange-based email account with Karbon by following this step-by-step guide.
Written by Andy Biggs
Updated over a week ago

How do I find my Exchange server address?

To help you locate your Microsoft exchange server address, look for the program you currently use to access your email.
Written by Andy Biggs
Updated over a week ago

How do I find my Server Username?

The easiest way to identify your Server Username is on the lock screen of your computer.
Written by Andy Biggs
Updated over a week ago

How can I test my Exchange server account information?

To test whether or not you have the correct Exchange server address and accounting information, try the following process.
Written by Andy Biggs
Updated over a week ago

Can I use my webmail address as the Exchange server address?

No. The webmail URL address you use to access your email via an internet browser is not the same as your Exchange server address.
Written by Andy Biggs
Updated over a week ago

Are you saving my password?

Yes. When you login into Karbon using Exchange we do currently save your password. Your password is encrypted when we save it.
Written by Andy Biggs
Updated over a week ago

What versions of Exchange does Karbon support?

Karbon accounts can be connected to Exchange email accounts hosted on Microsoft Exchange 2010 or later.
Written by Andy Biggs
Updated over a week ago

How do I find my Server domain name?

The "Domain" property helps identify the computer network hosting your Exchange email account.
Written by Andy Biggs
Updated over a week ago

Do I need to be an admin to connect my Exchange email account to Karbon?

No. You don't need to be an administrator to connect Karbon to your Exchange email account.
Written by Andy Biggs
Updated over a week ago

Do changes in my Exchange account get reflected in Karbon, and vice-versa?

Yes. ​When you send, read, move or delete emails in Exchange, these change actions are synchronized and reflected in your Karbon account.
Written by Andy Biggs
Updated over a week ago