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Replies posted by Kim Clemmer

127 Replies

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Karessa JeanBeginner

asked in Ask a Peer

If a Client gets rid of an email address, how to not have old email auto-populate?

@Karessa Jean I reach out to the support chat and let them know the client name and the email address that I want to be removed. Then they can wipe them from Karbon’s memory (not just your local computer) so that both you and your colleagues will not email the incorrect email address. Hope that helps!

1 year ago

Kim ClemmerCommunity Champion

asked in Ask a Peer

Best Practice for Setting Up Repeating Jobs that Contain Different Task Lists

@LD7E this is definitely the approach we feel like we are going to have to go, still not ideal since we will need to set up 4 repeating work items per customer, but probably our best bet with the limitations we have.

1 year ago

Karessa JeanBeginner

asked in Ask a Peer

If a Client gets rid of an email address, how to not have old email auto-populate?

agreed @SamG!

1 year ago

Donna CoxBeginner

asked in Ask a Peer

emails

Great idea @Donna Cox! I’d submit this in the Feature Requests so that others can vote on it and the engineering team will see it. Here’s the link: https://community.karbonhq.com/ideas

1 year ago

Wendy BarnaboRising Star

asked in Ask a Peer

Mobile App capabilities?

Agree! Mobile app is great for just checking triage and leaving comments where necessary on emails, but without being able to access work items or tasks I find it too limited to be truly useful.

5 months ago

Roger OrdonezBeginner

asked in Ask a Peer

Multiple Recipients on Client Tasks

Hi @Roger Ordonez! We are waiting for this functionality as well :)In the meantime our current workarounds are 1) creating a duplicate client task list and sending each list to a different email (this limits them from being able to work from the same list or see one another’s responses) or 2) creating one client task list and the recipient forwards that email (along with their PIN) to their spouse, business partner, etc (thus allowing them to work from the same list). Hope this helps!

1 year ago

Roger OrdonezBeginner

asked in Ask a Peer

Multiple Recipients on Client Tasks

Thanks for the update @max! Really hope this is put in place prior to next tax season!!

1 year ago

Nicole DugginsBeginner

posted in Ask a Peer

Automation of Sending Client Tasks

Same! I’ll vote for it too :DCould you have an automator that changes the status of the job to a specific status when a client task list is complete and then you can just check for that specific status and manually push through the next client task? Still not ideal but at least at a quick glance you could see who has completed their first client task list and get the next one out….

1 year ago

AndrewBeginner

asked in Ask a Peer

Changing a client email for client tasks

Hi @Andrew! I would duplicate the client task list by clicking on the three dots on the upper right of the task list and then click “Copy (# items)” and then copy them the same/current work item. The duplicated task list will show up at the bottom of all of the tasks (you can drag + drop as to the proper location as desired). You can then set this new list to be sent out to the correct email and remove the prior client task list.

1 year ago

Ken RogersRising Star

asked in Ask a Peer

Printing Templates or Work

voted!

1 year ago

Ken RogersRising Star

asked in Ask a Peer

Printing Templates or Work

Not a beautiful work-around, but you could print it to a PDF (hiding the sidebar to make it look a little nicer). Not great, but may get the job done in the meantime??...

1 year ago

StuartKKarbon Team

posted in Ask a Peer

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

Agree with @max!

3 months ago

nicolemBeginner

asked in Ask a Peer

CRT click on work

This is our workflow as well, and noticed with the latest update that the pop-up shows up instead. I know we can still right-click the link and ‘open in a new tab’ but the control + click is the way we work. This is definitely going to be an adjustment, and will add time to our process!

1 year ago

Kim ClemmerCommunity Champion

asked in Ask a Peer

Best Practices for Clients with Specific Email Address Requests

Thank you everyone! So many great ideas here! Glad to know we are not alone in our struggles :)

1 year ago

Katrina StevensonBeginner

asked in Ask a Peer

Client Portal for clients with multiple entities

also Voted!

1 year ago

Christy DieboltBeginner

asked in Ask a Peer

Deleted thread in Timeline

Hi @Christy Diebolt you would want to find the email using the search function and re-tag it to the timeline. There is an “Add to Timeline” button in the top banner of the email and the right-hand panel of the email as well. Does that answer your question?

1 year ago

Brian DavisRising Star

asked in Ask a Peer

How to see comments/notes on a client task

Unfortunately we end up having to screenshot information and add it to the workpapers as images. Not a great solution, or really a beautiful one, but it is the only way we’ve found to transfer that information over to the workpapers.

1 year ago

Rowena Vincent-NordinBeginner

asked in Ask a Peer

Change work type on a work Item

hello @Rowena Vincent-Nordin!When you are in the Karbon work item, click on the “Details” Tab, then in the top section (labeled “Basics”) click on the edit button. This will then take you to a screen where you can edit the work type.

1 year ago

Rowena Vincent-NordinBeginner

asked in Ask a Peer

Change work type on a work Item

whelp, sorry for the duplicate reply. The first one errored out, so I didn’t think it went :(

1 year ago

Nicklas DahlquistBeginner

asked in Ask a Peer

Bi-monthly repeated work

@Nicklas Dahlquist we create two separate repeating jobs. One for the 1st-15th, the other for the 16th-last day of the month.

1 year ago

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