December 4, 2024

Karbon now includes service types, a new way to categorize and manage work types. This addition allows you to align your workflow in Karbon with how you sell and deliver services for smoother and more intuitive operations.

Key benefits:

• Improved organization: Group multiple work types under broader service types to reflect your firm's offerings (e.g. ‘Tax Services’ can include ‘Individual Tax Returns’ and ‘Corporate Tax Preparation’).

• Customizable relationships: Edit and manage the mapping between service types and work types to fit your firm's unique needs.

• Future-ready: Laying the groundwork for upcoming enhancements, service types are a client facing-field that will be visible to clients on engagements and in the Karbon for Clients portal.

How it works:

• A new Service Types tab in Workflow Settings allows users to add, edit, or delete service types.

• Each work type can be linked to a single service type—or none if the work type is internal-facing.

• Pre-populated mappings for new firms ensure a smooth onboarding process. Existing firms will also receive pre-populated service types, but mapping them to work types will require a one-time setup.

• Service types are visible as read-only fields in work items and templates for easy reference.

• When work is created, the service type linked to the work type will automatically be added to the associated contact. You can also add service types to contacts manually. This makes it possible to filter for service type across contacts and workflows.

Coming soon

In the near future, you will be able to add service types to contacts in bulk using the Bulk Contact Update file.

Contact segmentation is available for all customers, making it easier than ever to create and save custom views of your contact lists. This powerful feature allows you to organize and manage client relationships more efficiently by tailoring contact views to suit your firm's unique workflows.

With this full release, client owner, client manager, and service types filters are now available. These additions expand your ability to create precise, actionable contact segments.

Key benefits:

• Customizable contact filtering: Easily sort and view contacts based on a wide range of criteria, such as location, client type, or client owner and manager roles.

• Service type filtering: Segment your contact list by service types, aligning client organization with your firm’s offerings.

• Efficient bulk actions: Effortlessly generate work items or export filtered contact lists for marketing, CRM tasks, or other outreach activities.

How it works:

• Create and save segments: Use custom filters to create segments tailored to your needs and save them for easy access.

• Filter options: Include fields such as client type, accounting details, location, service types, and Client Owner and Manager roles.

• Advanced filtering capabilities: Use multiple selection dropdowns, text searches, dates, booleans, and numerical criteria for fine-tuned results.

Ready to get started?

This feature will be rolled out in phases to all customers over the next week. Once available, you will see the Segments tab nested under Contacts.

New time or expenses added after an invoice is drafted will now be automatically carried forward. You can include these via checkboxes and the Include button.

When editing an approved invoice, the draft will retain its original values, with new time automatically carried forward.

The Final Invoice toggle has been removed for time and materials invoices to reduce confusion. Write-ons/offs are always calculated, and carried or future time remains unbilled until the next invoice.

This release introduces several updates to the Karbon API for billing. These improvements allow you to connect and use Karbon Billing data with your preferred systems. For full details, view the API Release Notes.

It’s now possible to retrieve role assignments and to reassign roles, tasks, and remaining budget on existing work via the Karbon API.

View the API Release Notes for more information.

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.