December 18, 2024
December 182024
Credit notes, quick collect, remove payment method + more
This release introduces several highly requested updates to enhance your workflow and provide greater flexibility in managing billing and client data.
Dernières mises à jour des fonctionnalités
Tenez-vous au courant des nouvelles caractéristiques et des fonctionnalités chez Karbon. Chaque mise à jour du produit vise à mieux répondre aux demandes des clients, à renforcer les performances, et à améliorer le quotidien professionnel des clients.
December 04, 2024
December 042024
Organize and manage work with service types
Service types in Karbon give you a powerful new way to categorize and manage your work, aligning Karbon’s workflow structure with how your firm sells and delivers services. And after successful beta programs, contact segmentation is now available to all customers.
November 20, 2024
November 202024
Contact Segments: Enhanced contact management with custom views
Create dynamic customized views of your contacts to filter, organize, and take targeted actions for specific groups. This release also adds AI generated quick replies for emails, smart suggestions for assigning colleagues to work, Karbon Billing enhancements, and more.
November 06, 2024
November 062024
Bulk work creation enhancements, QBOA for Australia + Anchor integration
Create work for up to 100 clients at once, integrate directly with Anchor for proposal-to-payment automation, and connect Karbon Billing and Payments with QBOA in Australia.
October 24, 2024
October 242024
Client statements, engagements filtering + more
This week's update adds the option to download client statements as PDFs, new engagement tabs and filters, and changes to how repeat work is organized.
October 14, 2024
October 142024
Client communication reporting, AI work conversation summaries + more
Use the Client Communication KPI Workbook to visualize email activity, improve client service, and boost efficiency. This Karbon update also adds AI summaries for work timelines, repeating work improvements, and UK direct debit.
September 30, 2024
September 302024
Card Payment Surcharges
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You now have the option to pass on some or all of the card processing fees to your clients, making payment processing with Karbon even more cost-effective.
September 23, 2024
September 232024
AI client summaries, credit notes, and work bulk actions
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Use Karbon AI to instantly summarize jobs, invoices, client requests, and communication for any client.
August 12, 2024
August 122024
Karbon AI Smart Suggestions, CRM enhancements, and new Karbon API endpoints
Work faster with Karbon AI’s latest Smart Suggestions feature.
July 22, 2024
July 222024
Standardize email brand tone with Karbon AI, view payment activities on invoices, and API updates
Use Karbon AI’s email brand tone feature to ensure consistent and high-quality communication across the firm.