Feb 27, 2023

A WIP report, amending details on draft invoices, and tax summaries are included in this release.

Billing and payments beta update

Karbon Billing and Payments is currently being beta tested and will be released to all customers later this year.

If you would like to be part of the Billing beta testing group, please sign up now.

WIP report

Reveal your financial position relative to items in progress with the WIP report. The first version includes all work in progress but does not include non-billable time, work items removed from Billing, or any work that has been moved to an invoice (including draft invoices but excluding voided invoices).

To access the report, click on the three dots next to the summary bar in Unbilled and click 'Export WIP Report'.

Additional columns and improvements will be added in upcoming releases.

Changing work and client details on a draft invoice

To avoid any impact on a contact or work item, where there is an associated draft invoice, you won’t be able to perform these actions:

Delete a work item
Delete a contact that is associated with a billable item (including the ‘Bill To’).
Change the client for a work item
Change the billing client for a work item

In these cases, you will be asked to delete the draft invoice before being able to make the change.

Tax summary

A tax summary has been added to the finance tab for each Accounting Period page. The tax summary provides a set of subtotals for tax types to help you understand what your tax obligations for an accounting period are likely to be.

Only taxes that are billed are shown in the tax report. You can export a version of this table in Excel format, which will always contain the most up-to-date information. In future, adjustments to taxes from issued credit notes will be included in the tax report.