Keep up to date with new Karbon features and functionality. Every product update is made to address customer requests, enhance performance, and improve the work day for customers.
July 06, 2023
July 062023
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Maintain organized contacts through a two-way sync with XPM. Find what you need quickly with a new search tab, exclude words, and search contacts by phone or registration number. Gain insights into team capacity using the KPI Resource workbook.
July 03, 2023
July 032023
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One of the most highly requested features by our community—email templates—are now available.
June 14, 2023
June 142023
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Synchronize your Karbon contacts with VXT, and automatically generate work items and contact notes from calls. In other updates, easily access KPI workbooks on the intelligence tab and harness the power of AI in email and tasks.
May 24, 2023
May 242023
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The latest KPI workbooks provide work-in-progress (WIP) and budget insights, while Billing and Payments beta enhancements improve the billing process for greater efficiency.
May 12, 2023
May 122023
A new external name field for work items gives you greater flexibility, while more new functionality has been added to the Billing and Payments beta.
May 03, 2023
May 032023
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Karbon AI in beta. Summarize emails, prioritize your inbox, draft emails and adjust your tone.
April 20, 2023
April 202023
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The integration between Karbon and Xero Practice Manager is now in beta. Sync XPM and Karbon contacts in minutes and keep all your information centralized and up-to-date.
April 13, 2023
April 132023
Billing and Payments beta: The receivables tab allows you to see a breakdown of outstanding and overdue debt, and new permissions have been added to contacts.
March 23, 2023
March 232023
Billing and Payments beta: Viewing invoices and WIP report improvements are the highlights of this release.
March 22, 2023
March 222023
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It’s all about new integrations. QuickBooks Online Accountant and SuiteFiles are making contact syncing easier than ever before.