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May 1, 2024

Explore the latest enhancements that make email search and realization reporting smarter and easier for your firm.

Improved email contact search

Finding and choosing the right person to email is now easier and more intelligent in Karbon.

When searching for a contact, you’ll see additional information like contact type, client type, client ID, and organizations involved in the search results. 

With these fields displayed, you’ll have more confidence that you’re reaching the right person.

Automatic fixed fee realization

Karbon Billing now automatically calculates your realization rate for fixed fee and recurring work, so you can focus on making decisions rather than manually compiling data.

No actions are needed from you to gain access to this reporting. It will be available automatically in your realization dashboard.

To learn more about how fixed fee realization works, visit the support center.

If you’re interested in exploring how Karbon Billing can drastically improve your billing workflow efficiency, join a free Billing & Payments Workshop, or connect with your Customer Success Manager to get a personalized review.

QuickBooks Online Accountant integration (beta)

The integration between Karbon and QuickBooks Online Accountant (QBOA) has been extended to keep your billing in sync.

Invoices sent from Karbon will automatically be synced to QBOA. Payments are also synced both ways to ensure invoice due amounts are consistent across both systems.

If you'd like to test and provide feedback on the QBOA integration, please register your interest by filling out this form. You’ll receive an email if your firm is a good fit for the early beta and you’ll be looped in as further features are rolled out.

As an early beta participant, you'll have the opportunity to influence and shape enhancements that will make the final feature stronger for you and your firm.

Auto-populate Accounts and Confirmation Statement due dates as deadlines from Companies House

If you’re a UK customer with client organisations connected to Companies House, you will now see your client’s Accounts and Confirmation Statement due dates auto-populate when they set up a deadline date on work items.

This image shows the deadline feature pulling in Companies House filing dates

This feature will be rolled out in the coming weeks to your account based on your Companies House filing dates. There's no action needed from you to access it. It will be available when it’s enabled for your account.

Access invoice data from Karbon Practice Intelligence (KPI)

An invoice data table has been released to KPI so you can build custom reporting on invoices.

With your Snowflake reader account, you can access invoice data like invoice status, payment date, due date, and payee. This will allow you to create reports such as aged receivables.

You can learn more about creating custom reports in this help article.

Rename email account display name in Shared Triage

You can now change the display name of an email account after connecting it in Shared Triage, directly from Karbon.

To update the email account display name, in the Shared Triage Settings page, click the three dots next to the email account you want to update. Once renamed, this is the name your clients will see when you email them from Karbon.

Previous releases

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.

Get started with Karbon today.