August 6, 2025

• Move cards automatically: When work and tasks are completed or cancelled, the cards move automatically to Cleared. When work and tasks are reassigned, the cards automatically move to Later or To Plan.

• Add emails or notes to a desired week directly from Triage: Assign emails or notes to a desired week from the My Week dropdown options in Triage.

• ‘Due Today’ shortcut: Filter to only show everything that’s due today.

• Add to a timeline in bulk: Select multiple emails and notes in Triage and add them all to a timeline at once.

• Smarter Triage list view: When you click into an email and then navigate back to the Triage list view, you will be returned to the exact place in the list where you left off.

• Find email templates faster: The email template lookup modal is now a dropdown list of all the available templates to help you quickly select what you need.

• Smarter reassignment: A new global automator is available to help you automatically remove a colleague from the work team when their tasks are reassigned. You can turn this automator on by going to Settings > Workflow > Automators. Once this automator is on, it applies to all work going forward.

• Quick add for nested subtasks: Add nested tasks faster with a new option in the overflow menu, or by pressing Tab on your keyboard. Additional keyboard shortcuts for managing tasks faster include: Backspace or Delete key to convert a subtask back to a parent task, save subtasks and create new ones with Enter; and use the Escape or Cancel key to exit editing a task or subtask.

• Edit repeat schedules with fewer clicks: Clicking ‘Edit’ on a repeat schedule now takes you directly to the section you need—no more digging around.

• Improved pagination for Work and Contacts: Page through your work and contact lists with greater speed and predictability, making navigation smoother across your views.

• Filter invoices by invoice date: Quickly locate specific invoices with the new Invoice Date filter. Just select a date to narrow down your view and find what you need faster.

• Payment due on receipt for ad hoc invoices: You can now set ad hoc invoices to be due on receipt to speed up your payment collection. Setting up is easy: Go to Settings > Billing > Billing Templates > Ad hoc Invoice Template > Payment Due: Net 0 (On Receipt).

• Undo invoice export: Move accidentally exported invoices back to approved, so that you can send them to your clients for payment collection.

• Retry failed direct debit payments: You can now use ‘Collect Payment’ to retry collection after a previous payment was declined.

• Add ‘Xero/QBOA Contact Status’ as a filter in Segments: Use segments to find whether Karbon contacts are syncing to Xero/QBOA, allowing you to easily solve discrepancies in contact data between systems. 

• Search matched/unmatched Contacts in integrations: Search across your contact list in Xero/QBOA and XPM to efficiently find contacts. 

• Improved error messaging for Xero/QBOA syncs: Errors are now more understandable to help you quickly troubleshoot and fix invoice sync failures.

• Folder search across SharePoint, Dropbox, Google Drive integrations: Quickly find the right folder to connect to Karbon from your integrated DMS solution by searching for it, rather than scrolling through the full list.

• Open files in Dropbox from a Karbon connected folder: Open files directly in Dropbox from your Karbon connected folder. 

• Download all files on a comment or note: One-click download all uploaded files on a comment or note to make document management more efficient.

• New % Billable’ calculation in the Time dashboard: Easily track billable time for team members against their capacity taking into account any time off.

• Show services in Accounting Details API response: The Contacts and Organizations API responses now include any services (such as bank, payroll provider, or law firm) that have been added under accounting details.

• Companies House: Organizations linked to Companies House in Karbon will now have their financial year details automatically populated and updated.

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.