October 24, 2024

Since inception, Karbon has released 20+ product updates annually as part of our commitment to keeping your firm at the cutting edge of technology and innovation. We’re excited to share that starting with this update, you’ll see even more frequent product releases, delivering powerful new features into your team’s hands sooner.

If you have Billing access, you can now download a client statement as a PDF to save, share over email, or print.  Simply click the download icon at the top right of the Activity section on the client’s Receivables detail page.

You can now quickly filter and organize your engagements on the Billing > Engagements screen with helpful list filters for client, client group, client manager, and client owner. Toggle between the new status tabs for separate views of drafted, active, or ended engagements. 

Repeat work is now ordered by start date for improved clarity.

In the Repeat Series Settings > Work tab, work in a repeating series is now listed by start date, rather than alphabetically. This small change will help you quickly find what needs to be tackled next based on when work begins. Spend less time searching and more time focusing on the right tasks.

If you missed an update, you can see a list of what we released in Karbon.