July 1, 2024

After six months of beta testing with hundreds of customers, the new Triage is officially available for everyone to turn on. By mid-August, the new Triage experience will automatically be applied to every Karbon account.

What’s new in Triage?

• Split view. If you are more familiar with a side-by-side email view, such as how Microsoft Outlook is laid out, you will appreciate the split view. It offers three columns to display more information and is designed for you to power through emails and notifications quickly.

• A more compact list view. This view displays your emails and notifications as a list with reduced height for each item to help you scan and action Triage items more easily.

• Option to switch back and forth. The two views are available at all times and you can toggle between them and choose what’s most comfortable for you depending on your priorities at any given time.

• Overall usability enhancements. Many quality-of-life enhancements have been added based on customer feedback. These include faster load time for emails, instant return to previous conversations, and expanded emails by default.

How to try out the new Triage

If you’re an account admin, you will see an in-product notification that takes you to Settings to enable the new Triage experience. 

Please note that once you turn on the new experience, it will apply to all users on your account and the change is irreversible.

Learn more about the new Triage and its benefits to your email workflow.

All customers can now use Karbon AI to generate bulleted summaries of the latest emails, internal discussions, and notes on client timelines.

There’s no action needed from you to enable this feature. It will be available automatically on the Timeline tab of your people and organization contacts.

Canadian customers can now collect payments on invoices using pre-authorized debits to lower your transaction fees.

When your clients pay an invoice, they can enter their bank account details to pay using direct debit. They can also save payment details to automatically pay for future invoices. Plus, you can request direct debit payment details in advance of work being done using the Request Payment Details feature.

Karbon Payments is available in the US, Australia, UK, New Zealand, and Canada. If you’re an account admin in one of those regions, you can go to Settings > Billing to set up your payments account and start getting paid faster.

Karbon Practice Intelligence customers can better understand client and firm profitability with the new Realization Dashboard.

With your firm’s time entries, budgets, billing, and payments data in Karbon, the Realization Dashboard answers critical questions like:

• “What is my firm’s realization for any time period?”

• “What is my effective revenue rate by client?”

• “What is my realization for each team member?”

• “How has my realization changed over time?”

You can also view and filter your realization and effective revenue rates at various levels including Client Group, Client, Client Owner, Client Manager, Work Type, and Team Member to drill down and analyze your profitability at a granular level.

You can now void draft invoices to keep every invoice number in the system as an audit trail.

To void a draft invoice, go to Invoices > Draft and select the invoice you’d like to void using the three-dot menu next to the invoice.