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Replies posted by StuartK

35 Replies

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maxSr. Karbon Community Guide

asked in Ask a Peer

What can go in the description when adding an organization with the API?

Hey @max - I think this is just a goofy side-effect of how our API works - in this case “text” is just telling us the type of data the field expects. That said, let me know if you discover any quirks!

1 year ago

StuartKKarbon Team

posted in Ask a Peer

How do you use e-signing/e-signatures?

Hi @Jared Cordner - e-signing is definitely one of the most popular requests we have and it’s definitely up there on our list of features to build - but the popularity means that it means slightly different things to different people.Right now I don’t have a timeframe to share though I’ll certainly update the thread with any details as it becomes clearer.

2 months ago

maxSr. Karbon Community Guide

asked in Ask a Peer

Unsuccessfully trying to add work schedule using the API

Hi @max - a couple of things here that stand out:"WorkItemTitleDefinition" definitely needs to be an escaped JSON string (like your first example) - it’s not ideal, but its how it is at the moment It looks like you’ve specified both a yearly and monthly repeat shedule? "CustomFrequencyUnits": "Months", "RecurrenceFrequency": "Year",See below for a snippet I’ve used just now to ceate a repeating WorkSchedule to a Workitem: { "CreatedFromWorkItemKey": "4sxjjjxDqYRY", "RecurrenceFrequency": "Year", "CustomFrequencyMultiple": 1, "ScheduleStartDate": "2023-02-01", "ScheduleEndDate": "2024-03-01", "ScheduleDueDateMethod": "DaysFromStartDate", "ScheduleDueDateDays": 7, "ScheduleDueDateMonthMultiple": 3, "PreventStartEndOnWeekend": true, "InitializeBeforeStartDateUnits": "Days", "InitializeBeforeStartDateMultiple": 3, "InitializeTasksBeforeStartDateUnits": "Days", "InitializeTasksBeforeStartDateMultiple": 3, "WorkItemTitleDefinition": "[{\"Text\":\"Payroll\",\"Variable\":null,\"F

1 year ago

StuartKKarbon Team

StuartKKarbon Team

asked in Ask a Peer

API rate limiting questions

do you have the ability to track the number of daily requests our API Access Keys are making? Thanks Mike - that’s useful info!We do have this - but it’s a historic report. Based on the data over 99% of Karbon users are a long way under the proposed limits - with the other fraction of a % sitting at about 50% of the threshold.

11 months ago

StuartKKarbon Team

asked in Ask a Peer

API rate limiting questions

Sorry for the slow response @max!Does this mean if we have 10 users, we get 100,000 requests/day, etc.?At the moment the limit would be per API auth access token, rather than per Karbon account. So the limit for an integration with a third party vs your own integration would be different totals.Webhooks only send bare minimum data, so every webhook requires at least one additional API call to get the actual data.Also, the way time entries work, I must poll timesheets each night, then loop through and make an API call for each timesheet to get the time cardsFair point on the hourly vs daily limit and long running jobs and the timesheets - I’ll have a look at the data we have to see how this plays out for an account like yours.Would it be possible to purchase additional API resources?Great question - I would say yes, there will be some way to extend your limits, it might be paid, or based on using off-peak hours to sync data. But it also makes a case for improving our APIs so you can ca

11 months ago

StuartKKarbon Team

posted in Ask a Peer

How do you use e-signing/e-signatures?

Hi @Kyle Beltle - it’s something we’re actively looking at at the moment - but a fairly broad and complex topic. Please do send me a note or share any specific needs you have around e-signing.

2 months ago

Anonymous

VXT, Karbon Practice Intelligence workbooks, My Week, Karbon AI

Would love to see the VXT-style integration with Zoom!! Hey @Peter McCarroll - jump on over to the feature ideas thread and tell us more about how an integration with Zoom would help you.

60215

10 months ago

Anonymous

Xero Practice Manager (XPM), global search, Karbon Practice Intelligence (KPI) workbooks

Apologies @Mark Steier - have dropped you a note to get a little more info.

5338

9 months ago

Sara GoepelKarbon Team

Q3 Quarterly Product Review 2023

When will contact merging be included in a Karbon update? Thank-you! Hi @MaryAnne Marshall - we’ve got some improvements we’ll be releasing soon to test with our beta users. We’ll share a release date when we’ve gathered their feedback - but all things going well it could be around the end of September.

32711

7 months ago

Chris GascoyneRising Star

asked in Community Feedback

Safari users

Hi @Chris Gascoyne - for bugs like this I’d definitely encourage you to log a support ticket. A loom video or screenshots is always helpful in resolving issues like these.

7 months ago

Ketan PatelBeginner

asked in Community Guides

How to fetch team members of Contact using API?

Hi @Ketan Patel if you mean the Client Team - i.e. the Client Manager, Client Owner and team members, this isn’t currently possible with the API.It is something we plan on adding to the API, but I don’t have date for it yet.I’d encourage you to make a request in the Feature Ideas section outlining what you’re trying to achieve and the data you need from the API.

6 months ago

Anonymous

Liscio integration

Are there any updates on the next version between Karbon and Liscio? We’re wanting to see Liscio messages populate into Triage to complete the workflow. Is this still going to be a thing? Thanks so much! Hi Lucy,I believe there is work underway, but recommend reach you to Liscio on this one - they’re the creators and maintainers of the integration.

2308

2 months ago

Lachlan MacindoeKarbon Team

Slack integration, Companies House enhancements + more

@Lachlan Macindoe I see that the Karbon integration isn’t approved by Slack. Is this something Karbon is pursuing? (Having Slack independently verify E2EE as part of their acceptance process would be comforting.) Absolutely! “not approved by Slack” just means it’s not been reviewed by Slack and isn’t available in their Marketplace. We’re in the process of the Slack application being reviewed at the moment and it should be available there soon.

91312

5 months ago

Lachlan MacindoeKarbon Team

Slack integration, Companies House enhancements + more

Is there a chance Microsoft Teams chat will have an integration soon? At the moment, the interest seems very low - so it’s not something we’ve prioritised for 2024. If you (or anyone else) haven’t voted on the linked feature, please jump in and upvote it.

91312

5 months ago

Lachlan MacindoeKarbon Team

Slack integration, Companies House enhancements + more

Some user feedback on the Slack integration - you cannot see who wrote the message on Slack. For example, a note was written by a client but as we posted it from Slack to Karbon, it looks like the Karbon user wrote it (not the client). So if you are tagging a message in Slack, best to write "From Client Name" or similar when posting so it’s clearer. We also tested messages with images, when the original Slack message has an image in it, the image disappears when posted to Karbon. Thanks for the feedback @AntoniyaB. - we’d heard of Firms sharing Slack with their clients, but this makes sense - we’ll see what we can do to include the author’s information in the post. The images (or other attachments) will be a little trickier - but I can definitely see how that could be useful.

91312

5 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

Hi all,The Lacerte integration previously available under Intuit Practice Management (IPM) is not available in Karbon - though customers who had set it up under IPM can continue to use it for the foreseeable future.We do have an integration with ProConnect available to all customers, though at present you’ll need to raise a support ticket to have this activated.

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

Hi @Steve Wortman - that’s our understanding, but let me check-in in the Intuit team and find out when 2023 will be opened up syncing.

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

Hi @Steve Wortman - it looks like it’s scheduled for Mid-January.

4 months ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

Hi again @Steve Wortman - we’ve been able to pull this forward to today, so you should be good to go for any 2023 returns being synced into Karbon. You should now see the option to import 2023 when you run a manual sync of returns: Option to import 2023 returns as the Current Tax Year

4 months ago

Sara GoepelKarbon Team

published in Share Tips & Best Practices

Webinar recording: 2023 Karbon review and roadmap preview

Hello Where can i find the link to trial the signing request documents through Karbon ? I am eager to trial this out in preparation for release in Q1 Hi @Jessica Chamberlain - document approvals and e-signing is currently in design - there’s no beta or trial yet. We’ll make an announcement in early-mid 2024 when we have something to share.It’s the Deadline dates feature that is in development at the moment and due in Q1 2024.

123019

1 month ago

Steve WortmanRising Star

asked in Ask a Peer

Lacerte setup for 2023

Apologies I missed your earlier messages @Steve Wortman - hopefully you’ve been in touch with our support team, they’re definitely the right conduit for assistance here and have some access to Intuit support team.The short story being Lacerte/ProConnect or QBOA is that some Intuit accounts share the same bit pool of client data - we only allow one connection as we can’t be certain which would be the authoritative source and updates could inadvertently overwrite data in Karbon.The support team will also be able to organise disconnecting Lacerte, enabling you to connect to QBOA if you’d like to go this way. A few firms who do more than just Tax work have been in a similar situation and asked to switch.

4 months ago

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Replies posted by StuartK

Two-way contact sync with QuickBooks Online AccountantsBlog

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