November 23, 2020

In this week's Karbon update, Client Task emails that are automatically sent to your clients have been given a significant improvement, and work time-entry details have been added to the data available for you to export.

Improved Client Task emails for your clients

The automatic emails that your clients receive have been re-designed. This includes emails when you assign them Client Tasks or send an auto-reminder.

As well as emails sharing new Client Tasks comments with your clients. (Please note, any comments that will be visible to your clients always appear in pink in your own Karbon app, however, these comments will be displayed in blue for your clients. Like in this example below.)

These new emails provide your clients with a much-improved experience. It's easier for them to know what they need to do, interact with their tasks, and provide you with the information you need.

Work item time-entry exports

Your Time & Budget data export for a work item now includes all time-entry data related to that work item. When you choose to export your data, an .XLS file will be downloaded. In that file, you'd find a tab within the worksheet containing all that data.

TSheets Mappings Export

If you integrate Karbon with TSheets, you now have the option to export all your user, work and client mappings connected with Tsheets. You'll find this new option in the TSheets section of Connected Apps in your Settings.

United Kingdom Process Templates

New UK customers now benefit from a pre-installed collection of workflow templates. These templates will cover best practices for common tax, compliance, accounting, bookkeeping procedures, and more.

This is in addition to workflow templates already provided for new customers in many other regions including United States, Canada, and Australia.