Replies posted by Lisa Silver

4 Replies

Becca Williams
Rising Star
Becca WilliamsRising Star
asked in Ask a Peer

How do you print client tasks for workpapers?

As Coral suggested, we have a fillable pdf Question and Answer document that the client uploads that we save along with any source documents to our document management system. Client tasks have increase our efficiency over the last year for intake on tax information, and it was perfect timing for a contactless process (Don’t have to be in person to drop off your tax work). 

18
max
Sr. Karbon Community Guide
1 year ago
A
Anonymous

Share your Saved Work Views with others, and more!

Love this release!  I’m so excited about the visible capacity for each team member in the Kanban view.

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Sr. Karbon Community Guide
2 years ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
posted in Share Tips & Best Practices

Using Time and Budgets to track Team Members time-off

I think I was just looking at the client to find the information instead of the work item.  Thank you, this is very helpful!

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DianeK
Sr. Community Champion
2 months ago
DianeK
Sr. Community Champion
DianeKSr. Community Champion
posted in Share Tips & Best Practices

Using Time and Budgets to track Team Members time-off

Diane, Thank you for this thought.  We too are using Time and Budgets to track PTO.  How are you sorting to see the total hours by each person, we can only see the multiple dates and the hours spent on those dates.  Were you meaning that you just add up the time from this view, or you are able to see a total per staff member? 

11
DianeK
Sr. Community Champion
2 months ago

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