Replies posted by Matt K

2 Replies

A
Anonymous

Complete Tasks Within My Week, and more!

Nice features. But I would prefer that fixes or enhancements be put in place before working on new features. e.g. the inability to print for the work papers Client Task responses makes that feature very difficult to use. I’m limited it to simple questions/tasks for client. That’s not how this feature is marketed.Maybe I’m the only one who finds expanding Client Task comments, taking screen snips and pasting in Word inefficient. Its more effective to email the client a table they can reply into. This is not how our firm intended to use Karbon. It devalues the whole Client Task feature.Surely a “printer friendly” or “download to PDF” function could be developed that shows the Client Task Q&A fully expanded and lists file name of any attached documents. 

100321
SamG
Sr. Karbon Community Guide
2 years ago
A
Beginner
Adrian C MathewsBeginner
asked in Ask a Peer

Client Tasks - notifications to clients and printing for workpapers

Client tasks, including checklists, was an important feature for us to sign-up with Karbon. We wrongly assumed that if you are asking clients important questions and there is a comment field to gathers responses, then it is important information that should be in the workpapers. Why else have this confidential comment section without the ability to use it? I can’t understand how a reviewer is supposed to check a workpaper if there are answers buried in the comments. Screen snips is not a reliable and efficient solution.Solution: Provide the ability to run a report, with all the Client Tasks and Comments fully expanded plus the file name of uploaded files so that it can be saved to PDF, DOC or TXT.Currently the Client Tasks are significantly devalued when gathering responses from clients. I doubt we will be using it the way we intended which will be a significant black mark when we review whether we continue our Karbon subscription in a few months.

13
max
Sr. Karbon Community Guide
2 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings