Replies posted by Paul Clarke

6 Replies

Amelia Freeman
Karbon Team
Amelia FreemanKarbon Team

Email TemplatesBlog

This will be awesomeCan we use placeholders for VAT Numbers, PAYE Ref’s etc?Thanks Paul

220140
Melissa Gock
Rising Star
4 months ago
amlbmo
Rising Star
amlbmoRising Star
asked in Ask a Peer

Client work deadline management and reporting in Karbon - best practices?

Not sure if this is in the string, or helpful, but we’ve started adding the date placeholders to the work items to ensure the correct date is shown.This is mainly as its only the work item heading that is shown on the client portal and for Monthly work this is awesome and we always have crossovers and it give the client a better UX when navigating inside the portal.Hope this is usefulP

10
Victoria Peters
Sr. Community Champion
1 year ago
Paul Clarke
Beginner
Paul ClarkeBeginner
asked in Ask a Peer

Client Portal - Deadlines

Hi RebeccaCorrect.  So it would show like this in the client portal.Open Requests (Items for the client to look at and work through)In Progress (Work items that we are still working on that are not completed by us, but all client tasks are complete)Completed (Completed work)This way they can easily see what is required and not have to open each work item to see where they are up to.Also, if they complete their items (moving it to “In Progress”), when we add additional tasks for them to the work item it will put it back into “Open Requests” for them to address.I think this has been overlooked and we have a lot of work items for clients, so want to make it as easy as possible for them.As bookkeepers, we have Daily, Weekly, Monthly, etc requests for clients, so this feature would be awesome.Do you know how I would request this - I’m new to the portal…Thanks 

8
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
Paul Clarke
Beginner
Paul ClarkeBeginner
asked in Ask a Peer

Client Portal - Deadlines

Hi MaxI’m thinking in the client portal…So here, all of the tasks under this work item relating to the client are complete. (But its still sat in “open requests”)And it still says “Due Monday”It will stay showing the due date until the item status is “completed” (By us once all tasks are complete)Ideally, if they have finished their bit it should show as complete as far as they are concerned.The current status options on the portal are Open Requests and Completed, but it would be great to have an “In Progress” knowing its being done and they have completed their bit.Obviously if we add more tasks it to the work item it should go back to Open requests to highlight that they have more to do.Hmmmmm, maybe this is a feature request… Lol.

8
Rebecca Williams
Sr. Karbon Community Guide
1 year ago
Paul Clarke
Beginner
Paul ClarkeBeginner
asked in Ask a Peer

Client Portal Assignments

Perfect, thanks Max 👍 

4
Paul Clarke
Beginner
1 year ago
Paul Clarke
Beginner
Paul ClarkeBeginner
asked in Ask a Peer

Client Portal Assignments

Thanks MaxSo my team are sending out loads of client requests via the portal.It would be great to be able to see all outstanding requests in one place. (For my individual team members)Is this coming with the new “Assignments” tab?Under “Assignments” I’m going to assume, like you say its spilt by user email address.  I just assumed we’d then be able to group these as we have multiple clients within the same organisation.  Just a useful filter i’d have thought.

4
Paul Clarke
Beginner
1 year ago

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