Topics started by Wendy Kerrison

3 Discussions

Wendy Kerrison
Beginner
Wendy KerrisonBeginner
asked in Ask a Peer

Where iis the "To Do" list?

I’m unable to actually find the “To Do” list.  I’m on the business version of the software. I’ve look into WorkTriageMy WeekAssignments I just cannot for the life of me find it :) Thanks in advance! 

1
SamG
Sr. Karbon Community Guide
28 days ago
Wendy Kerrison
Beginner
Wendy KerrisonBeginner
asked in Ask a Peer

Sending Clients Sensitive Documents

I’m a newbie and getting confused. I want to send my client a draft profit & loss and balance sheet.  I don’t wish to send it via Docusign.  I was hoping I could utilise the client portal somehow and notify them to download or read them from Karbon. Is that possible? Thank you :)

3
Wendy Kerrison
Beginner
1 month ago
Wendy Kerrison
Beginner
Wendy KerrisonBeginner
asked in Ask a Peer

Client has responded to Client Request but how do I find their information?

Newbie here, I sent out a client request.  He has responded to all of the answers however I cannot see them for the life of me.  How do I find the answers and the documents? thanks in advance!Wendy

6
drich208
Superstar
1 month ago

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