Replies posted by Cherie Coscos

2 Replies

Cherie Coscos
Beginner
Cherie CoscosBeginner
asked in Ask a Peer

How to assign to a colleague a client task? Is it possible?

Hello @max, thank you. Actually I don’t have the documents. I need to request it monthly, at first I requested it to our client and on the following month our client give all the access to my client manager so that I will request the documents to my client manager directly instead to the client. I just want to continue to use the client request to have the checklist also and It is connected to my monthly task. But if it is not possible, it is okay. I will just use the standard task for that. Thank you so much.😊 

2
Cherie Coscos
Beginner
1 month ago
Erin Jamison
Karbon Team
Erin JamisonKarbon Team
posted in Community Feedback

New to the community? Introduce yourself here!

Hello everyone!Your Name : Cherie CoscosWhat you do : I am one of the bookkeepers of Community Financials that offers bookkeeping services in the US. We communicate to our clients using Karbon.Favorite aspect of your job : Doing my job passionately and like to help our clients to have their financial correctly.Favorite hobby to do outside of work : As of now I really like watching cooking videos and the same I like to cook.Fun fact about yourself : My 1st bicycle ride was so fun with my grandfather we go to the farm and harvest some banana and we cannot longer make a ride on our bicycle because it is full of bananas.

101
Cherie Coscos
Beginner
1 month ago

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