Sharing a checklist

  • 7 September 2022
  • 3 replies

We are about to handover bookkeeping tasks to a client and we’re wondering if it’s possible to share the checklists that we’ve created with the client?

3 replies

Userlevel 7
Badge +19

Hi @AmandaU, welcome to the Karbon community! 😀

Do you mean that you want to share your work item tasks with a third party, or you want to share client requests?

I assume this third party will not be a Karbon user, so you just want to get them the information that is in Karbon so they can do the work and return it to you?

Hello @max,

 Yes that’s what I want to do. Share my checklist with a non Karbon user so they can follow my process. Is that possible?

Userlevel 7
Badge +19

I’m not aware of a way to do that outside of making your contractor a Karbon user. If they are your bookkeeper, you can ask Karbon support to mark the user as non-billable if they will only be doing that one thing for you. We have one of our vendors added as a user and not billed, but it’s a little different situation.