Topics started by Fischbooks

3 Discussions

Fischbooks
Rising Star
FischbooksRising Star
asked in Ask a Peer

Rethinking Recurring Bookkeeping Work

We started with Karbon last year and are trying hard to make it the most efficient we can. One area I’m seriously rethinking is not having a separate work type for each month of bookkeeping. The challenge here is that when we have recurring months and clients have to upload their statements, we’ll go a few months getting none, then they’ll do a bunch at once which means the documents are tagged to the wrong work item. If we had all bookkeeping in one work item but each month as a task then even if they do catch up with their items, they’ll all go into one documents area. Has anyone tried this? Can you think of any drawbacks?

6
Rebecca Williams
Sr. Karbon Community Guide
5 months ago
Fischbooks
Rising Star
FischbooksRising Star
asked in Ask a Peer

Use Karbon with single client email

We’d like to create more of a true triage/helpdesk style client service with Karbon. Have any of you done this? We want clients to email a single email, have emails sent from a single email but with signatures of each user and the ability to assign tasks to each user. Is this possible?

5
Fischbooks
Rising Star
6 months ago
Fischbooks
Rising Star
FischbooksRising Star
asked in Ask a Peer

Copying and Pasting into emails

Sometimes I cut and paste items to include in an email to a client. Anytime I do this through Karbon, the snippet always looks massive and I can’t resize it. Are there any tips to improving this?

9
SamG
Sr. Karbon Community Guide
7 months ago

Badge winners

Show all badges
Terms & ConditionsCookie settings