February 26, 2025

Karbon’s document management capabilities are now more streamlined and connected with two major enhancements.

A new Documents tab has been added to every People and Organizations contact to help you manage files at a client level using both Karbon Storage (native document management) and Connected Folder (an integration pathway to DropBox or SharePoint/Microsoft 365).

If you connect to SharePoint/Microsoft 365 to manage documents in Karbon, you’ll immediately benefit from two key enhancements: 

• Quick SharePoint/Microsoft 365 site selection: When connecting to your SharePoint account, a new search box will appear to make it easy to connect to the right SharePoint site.

• Seamless SharePoint/Microsoft 365 access: Open documents from Connected Folders directly in SharePoint for quick viewing and editing.

Very soon, a Google Drive integration will be available to help you link Google Drive folders to work items and client contacts.

The Google Drive integration workflow will retain the same document automation capabilities as the SharePoint and DropBox integration. 

Learn more about how to manage documents efficiently in Karbon in the support center.

You can now import your open invoice and credit note data from another billing tool to Karbon. This allows you to have full client balances in Karbon to manage payments from one system.

With the AR import update, the available invoice filters have been scaled back to only Client and Payment Due Date to ensure correct filtering of both Karbon and imported invoices. More filter options will be added in the future.

You can get started with AR import by contacting support@karbonhq.com.

If you are new to Karbon Billing, join a Billing & Payments Workshop to learn how it can help you bill in-context, get paid faster, and gain actionable financial insights.

Credit notes were added to Karbon Billing to give you more billing control and flexibility. 

In this release, you can void a previously issued credit note to reverse any mistakes made on that credit note, such as accidentally giving it to the wrong client.

You can do so by selecting the Void option from the credit note’s three dot menu.

After AI quick replies and conversation summaries were released earlier this month two additional Karbon AI capabilities have been added to open beta to help you work faster.

When linking an email to a timeline, Karbon AI will suggest work in progress associated with the email’s contacts or other relevant contacts. If no direct matches are found, recent work and contacts will be suggested.

When assigning a colleague to an email, Karbon AI will suggest teammates based on their involvement in related in-progress or recurring work for that client. This streamlines collaboration by surfacing the most relevant colleagues with a simple point-and-click.

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.