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Topics started by AntoniyaB.

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AntoniyaB.Superstar

asked in Share Tips & Best Practices

What are others preferred app stack choices and why?

Hi guys, what apps have you integrated with Karbon and how do you find them, would be great to hear your experiences.

AntoniyaB.Superstar

asked in Ask a Peer

Recurring annual work - How to easily spot when offboarding a client?

Hi everyone, I’ve come across this a few times and was hoping someone might know a better way of doing this. When I off-board a client, I also set end date to all their active work - pretty easy.However, when I have an “annual” recurring work which has already been completed this year, I won’t see it in my “active work” list, so I need to dig through ALL work to figure out if I do have annual recurring work that I need to set end date to. How you dealt with this situation before and how did you do it? Many thanks for your help in advance!

AntoniyaB.Superstar

asked in Ask a Peer

When I reassign recurring work to another person, their tasks need to be reassigned separately

Hi everyone, I’ve come across this a few times now and wondered if anyone has a better solution. When a recurring work is being reassigned to another person (from the Repeats Settings), the tasks in the repeating work still remain with the previous account manager, how can I make sure it gets updated on both places without having to open all work and scroll down through the tasks and reassign?

AntoniyaB.Superstar

asked in Ask a Peer

Internal Work Handover - Best Practice

Do you have work template in Karbon with tasks for team members when one colleague needs to handover work to another colleague? It’d be great to hear best practice ideas!

AntoniyaB.Superstar

asked in Ask a Peer

Billable and non-billable work

Hello community - this may be a silly question but does anyone know how to set up work in Karbon so that my colleagues can only enter a certain task type on their timesheets?Would this setting work on a work template?With existing recurring work, how can I apply this setting?Any help would be much appreciated!

AntoniyaB.Superstar

asked in Ask a Peer

Client tasks - Quick access link

Hi everyone, I use client tasks to request information, however I am not sure if the client received the list OK (or whether it may have landed in their Junk mail). Is there a way for me, instead of setting up recurring reminders via Karbon, to get in touch with the client personally via e-mail and ask them if they did receive the tasks list, and if not - to add a link to it?Many thanks,Antoniya

AntoniyaB.Superstar

posted in Ask a Peer

AML Tool Integration - what AML system do you currently use? (UK)

I’d love to have our AML checks and client risk assessments showing in Karbon - perhaps on the client’s contact details section? This may involve integration with Companies House - adding all client data automatically by entering the business registration number, like name, address, Annual Accounts periods, Confirmation Statement due date, Directors and Shareholders. Based on this and any changes on Companies House, we can generate and set up our Annual Accounts work in Karbon (for automation) and run AML client ID verifications. We recently started using a platform called Yoti for this and it’s fantastic and very user friendly (also from the client’s perspective).

AntoniyaB.Superstar

asked in Ask a Peer

How to you encourage your team to keep on top of their Triage and To Do list?

Hi guys,It’d be great to hear your personal experiences. Especially when it comes to Monthly recurring work which includes a number of tasks to be completed, sometimes To Do lists can become quite chunky (although can be cleared very quickly and easily usually).

AntoniyaB.Superstar

asked in Share Tips & Best Practices

Templates - share your favourites

Hi everyone, It would be great to see how many of you have used the Karbon templates library or whether you have created your own work templates templates - what works great for you, please share your findings?

AntoniyaB.Superstar

asked in Ask a Peer

Are you usaing Xama for your Practice?

If so, I’d love to hear your feedback!

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