Topics started by Stuart Ramsay

2 Discussions

S
Beginner
Stuart RamsayBeginner
asked in Ask a Peer

Work Assignee

How do others tackle overall work assignee’s when it’s a long project and there’s multiple people involved?. Our Annual Financial Statements work can last up to 9 months and involve 4 different people, in different roles (Accountant, Client Manager, Partner & Admin).  Currently we assign the overall work to the Client Manager.  However, that means that lots of stuff appears in their My Week, when they don’t actually have to do any tasks on that project until it is already substantially started (Admin & Accountant take care of everything up to work review stage) I have seen on a webinar the use of dummy team members, using fake email addresses, and wondered if that was a solution.  When looking back, I can’t find the webinar now...I think it was something mentioned in a Sara/ Andii webinar.  Anyone use this facility or can point me in the right direction, please?

3
J
Superstar
2 years ago
S
Beginner
Stuart RamsayBeginner
asked in Ask a Peer

Esign v Client Task

Hi all,We’ve recently signed up to Karbon and are getting into setting up our processes in the appWe currently send out documents, such as VAT returns via E-Sign software and are considering whether to continue with that approach or switch to sending the VAT return out as a Client Task, to be ticked when approved.E-Sign feels to have more of an audit trail and legality behind approval, whereas Client Tasks feels to be making the process easierAnyone been through the same though process?

4
max
Sr. Karbon Community Guide
2 years ago

Badge winners

Show all badges
Terms & ConditionsCookie settings