June 10, 2024

Saving client requests for audit purposes is now fast and easy.

In a work item, click Print Client Requests Summary and it will generate a formatted PDF that captures all activities, conversations, and uploaded files associated with a specific client request from any work item.

No more manually capturing screenshots for record-keeping. Exporting a full audit trail of client emails and activities can be done in just a few clicks.

In April, Karbon AI added the ability to generate a summary of the latest 10 emails and notes on client timelines to help you and your team get up-to-speed on client activity.

Improvements have been made to speed up the AI summarization and stream the answers in a similar way to tools like ChatGPT. Instead of waiting for an entire summary to be generated and posted, you’ll see the summarized text displaying in real-time.

This feature is currently in beta. You can request access to join the beta program here.

Soon, you’ll have two design options in Triage—list and split.

The list layout displays your Triage items in a compact view and can help you quickly scan down the list. The split layout offers a three-column view similar to Outlook and provides more information at a glance. 

You will easily be able to toggle between the two layouts and choose what’s most comfortable for you.

The new Triage design doesn’t change any existing functionality. It’s strictly a user experience upgrade to make Triage more flexible for you.

This feature is still in beta but will be released soon. If you want early access to the beta program, sign up here.

When you end a recurring engagement that has already generated approved invoices, you can now void these invoices to keep your approved invoice queue organized.

To void a series of approved invoices from a recurring engagement, go to the Invoices tab under Billing, filter by client name, and then void each invoice by its chronological order.

Please note that this process only applies to an ended recurring engagement.

Karbon’s Billing APIs have been extended to make it easier to develop your own billing integration. You can:

• Record manual payments: Log payments made outside of Karbon, for example, record a check or cash payment.

• Track invoice status changes: Stay updated on invoice statuses with the Invoice Webhook subscription.

Learn more in the June 2024 API release notes.

If you missed an update, you can still see a list of what we released in Karbon. For API releases, see the Karbon Developer Center.