July 6, 2023
Maintain organized contacts through a two-way sync with XPM. Find what you need quickly with a new search tab, exclude words, and search contacts by phone or registration number. Gain insights into team capacity using the KPI Resource workbook.
Two-way contact sync with XPM
Karbon and Xero Practice Manager are connected, allowing users to sync their contacts in both systems. With this two-way sync, it's easier than ever to keep your contact and client information up-to-date. Any changes you make in Karbon will automatically be updated in XPM, and vice versa. This means you can keep your contact and client information centralized and easily accessible.
Setting up the integration is simple. For instructions on how to do so, visit this support article.
Global Search All view
The new ’All' tab in search, another highly requested feature by our community, will help you find what you need quickly.
With a single search, instantly get a snapshot of the top three results from work, contacts, notes, and email all in one place. The results are neatly organized into the respective sections, so you know exactly where to look. Click ’See more results’ to uncover the complete search result list for that section.
Exclude search words using a minus sign (-)
Refine search results even further by adding a minus sign (-) in front of any words you want to exclude. For example, to search for ‘tax’ and exclude any results with the word ‘income’, you would type: ‘tax -income’.
The minus sign should appear immediately before the word and should be preceded by a space. You can exclude as many words as you like by using a minus sign before each one.
Search for a contact by phone or registration number
Search for clients or organizations using their phone number in search. The search is flexible and works regardless of whether the phone number includes the country code, area code, or additional symbols like + signs or dashes between numbers.
Even if you only have partial phone number information, the search results will display contacts or organizations that match the country and area codes. As you add more digits to the phone number, the search results will become more refined and accurate.
In addition to searching for clients or organizations by phone number, you can also search using registration numbers such as VAT, BAS, TFN. For a comprehensive list of supported registration numbers, refer to the support article.
As a reminder, you have always been able to find a contact by client ID and/or email address, using the same method.
Karbon Practice Intelligence - Contact information
Additional contact information has been added to KPI. The Client table has been expanded to include extra fields and a new table called Dimn_Client_Accounting_Details has been introduced to store accounting details.
To add this to one of your existing reports, visit this support article for more information.
Karbon Practice Intelligence - Resource Planning Workbook (coming soon)
This workbook is designed to help you understand your team’s capacity and the ability to manage additional work. It provides a clear view of the work your team needs to complete on a weekly, monthly or quarterly basis using My Week and Budget Estimates.
See planned and assigned but unallocated work to gain a holistic understanding of pending tasks and your team's available capacity. Begin with an overview of the firm-level capacity and delve into individual team members' weeks to see their assignments and expected effort.
The workbook also highlights team members who may be overloaded, helping you identify constraints and bottlenecks. If needed, you can easily reassign work by accessing the work items directly from the workbook and adjusting budgets in Karbon.
For team members with scheduled time off, you can specify task types that reduce capacity. This enables accurate planning by reflecting the reduced availability in future time entries for the designated week.
To get access to the newest workbook, navigate to the Intelligence tab in Karbon.