We’re looking for a way to better track client emails that need to be reviewed during the time of the month end close.
We have one client that has multiple entities and sends a ton of emails. There are so many emails, this client even has their own inbox/user in Karbon.
I will explain out current process in hopes that maybe there are better suggestions out there:
I currently work on reviewing the clients emails. Each email gets assigned to the month-end close work item for the applicable entity - but there are a bunch of emails that get assigned to the month-end work item. Not ALL emails on the month-end work item need to be addressed by the accounting team during the month-end close. Currently, we have a group in Karbon of the 2 employees who work on this particular client. And whenever there’s an email that will be needed during the close-out, we tag that team in the comments - but unfortunately doing so floods the client teams triages. We’re looking for a better solution on how we can track those emails without flooding the client teams triage. Pinning the emails is not an ideal solution for us.
Looking for/open to any suggestions out there! Thanks in advance
Deana