Question

Is there a way to bulk-assign new employee previously-created work?

  • 3 January 2023
  • 1 reply
  • 59 views
K
Rank
Userlevel 1

I’ve just brought on a new tax preparer and have him set up in Karbon.  However, I have about 100+ clients that have already signed engagement letters via Ignition and have those work templates already created with me as the preparer.  Is there a way to quickly bulk assign a bunch of them to him?  (Updating the work template should fix it going forward, but looking to avoid manually assigning each client to him)

 

1 reply

max
Rank
Userlevel 7
Badge +19

Hi @Kevin Dodgson, that’s a great question! Assuming no work has been done, you might be able to contact your CSM to have them bulk reset work to the template. This would only work if you have not done any work on the items, but if your template is correct now, and work hasn’t started, a bulk reset may be an option.

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