April 20, 2023
April 202023
XPM Integration
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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.
Pour en savoir plusDernières 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.
April 13, 2023
April 132023
Billing and Payments beta
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.
Pour en savoir plusMarch 23, 2023
March 232023
Viewing invoices and WIP reporting
Billing and Payments beta: Viewing invoices and WIP report improvements are the highlights of this release.
Pour en savoir plusMarch 22, 2023
March 222023
Contact sync with QBOA, SuiteFiles
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It’s all about new integrations. QuickBooks Online Accountant and SuiteFiles are making contact syncing easier than ever before.
Pour en savoir plusFebruary 27, 2023
February 272023
Reporting, invoicing and tax summaries
Billing and Payments beta: A WIP report, amending details on draft invoices, and tax summaries are included in this release.
Pour en savoir plusFebruary 07, 2023
February 072023
Invoicing improvements, record manual payments
Billing and Payments beta: Invoicing improvements, send invoices via PDF, record manual payments, set external name on work items and edit approved invoices.
Pour en savoir plusFebruary 01, 2023
February 012023
Karbon Practice Intelligence (KPI) workbook: Repeating Work
The start of 2023 is a great time to get your repeating work items in order. The new Karbon Practice Intelligence (KPI) workbook allows you to do just that—so nothing falls through the cracks.
Pour en savoir plusDecember 20, 2022
December 202022
Dec 20, 2022
The Karbon Practice Intelligence (KPI) Work Status workbook, allows you to see all work currently active and make critical decisions. It helps you prioritize by due date and distribute work evenly amongst your team to remove bottlenecks.
Pour en savoir plusDecember 19, 2022
December 192022
Dec 19, 2022
Billing and Payments beta: You can now combine tax and compound rates, amend invoice details, validate addresses and more.
Pour en savoir plusDecember 05, 2022
December 052022
Dec 5, 2022
Use smart suggestions to complete work faster and easier when sending Client Requests, and truly understand your firm's process flow with the updated KPI work status workbook.
Pour en savoir plus
