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Ken RogersRising Star

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Combining Templates

We have an year end review template and several business return templates. We want to move the tasks from the year end review template into the business return templates. Does anyone know how to do this?

9 hours ago

DianeKSr. Community Champion

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HermanBeginner

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More placeholder and/or custom fields

Are there any plans in the Roadmap to expand the Placeholders that can be used in Automations/Workflow etc. Related to this, any plans to add Customs fields (As would love to be able to then use custom field values as placeholders values as part of workflows etc. Use Case: VAT return workflow - Custom field - {Amount payable} - Use this value when sending commination to client regarding the return filed and related amount payable.

3 days ago

Erin JamisonKarbon Team

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!

3 days ago

Nikk ValenciaBeginner

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Keeps logging out of Karbon

Why does my account keep logging out of Karbon? Sometimes, it stays logged in for 3 or 5 minutes, then eventually, Karbon kicks me out

3 days ago

Steve WortmanRising Star

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Lacerte setup for 2023

I’m setting up Lacerte 2023 and it still has integration with Intuit Practice Management” not Karbon. Is this just a failure by Intuit to change the name and can I proceed with it?

3 days ago

Shaun FarrugiaBeginner

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It's almost holiday time! How does everyone handle colleagues triage while they are on leave?

Happy December everyone!This will be out first end of year shutdown using Karbon and we’ll have parts of our team off on leave at different times throughout late December and all of January.I was wondering how other firms are keeping an eye on Colleagues triage and inboxes while they are on leave? Pre-Karbon we’d have delegated inbox access which works fine for emails, and I know shared inbox access is coming (Perhaps a Chrismas present from Karbon 😉) so we can simply jump in to emails from Gmail if the feature doesn’t arrive on time.\Triage however seems a little harder to keep an eye on, does anyone have any tips on how to handle this? Cheers

3 days ago

HermanBeginner

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Connected Folder - Dropbox (Can you move the folder in Dropbox?)

If we create a connected folder for a project in Dropbox and if we done with the project we move the folder location from Dropbox side to Archived projects, would this break the link to Karbon?

3 days ago

Ken RogersRising Star

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Combining Templates

9 hours ago

DianeKSr. Community Champion

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Issues with merging clients

1 day ago

Wendy BarnaboRising Star

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Mobile App capabilities?

Hi...I am wondering if the Mobile app is worth rolling out? What does it do that is awesome and what is it missing? Thanks.

2 days ago

HermanBeginner

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More placeholder and/or custom fields

3 days ago

Nikk ValenciaBeginner

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Keeps logging out of Karbon

Why does my account keep logging out of Karbon? Sometimes, it stays logged in for 3 or 5 minutes, then eventually, Karbon kicks me out

3 days ago

Steve WortmanRising Star

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Lacerte setup for 2023

I’m setting up Lacerte 2023 and it still has integration with Intuit Practice Management” not Karbon. Is this just a failure by Intuit to change the name and can I proceed with it?

3 days ago

HermanBeginner

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Connected Folder - Dropbox (Can you move the folder in Dropbox?)

If we create a connected folder for a project in Dropbox and if we done with the project we move the folder location from Dropbox side to Archived projects, would this break the link to Karbon?

3 days ago

Heather LancasterBeginner

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API - Access to tasks

Will tasks in Work items will be accessible via API? Specifically the ability to retrieve, create, update or delete a single Task via the API.

5 days ago

SamGSr. Karbon Community Guide

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If a client changes email addresses - do you delete the email or leave it there for historical purposes?

If a client has an email address (A) and then changes to a new email address (B) and asks you to use that one going forward - what do you do in Karbon?I like to encourage the saving of all email addresses that we correspond with (i.e. real people, not necessarily email addresses from auto-generated emails).We can delete the email address A, which reduces the risk of it being used in the future, when it shouldn’t. But then it’ll look like it’s an email address we haven’t saved (and we have no way of knowing why, so may save it again in future).If I keep the email address, how can I show it shouldn’t be used?

5 days ago

Rachel CooperBeginner

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Summarize Emails

I love the new Summarize AI feature. Is there a way to have the AI read an email string (I was not involved in) that has been forwarded to me by a client? For example, the email string after the three dots on an email forwarded to me.

5 days ago

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