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Since inception, Karbon has released 20+ product updates each year as part of our commitment to keeping your firm at the cutting edge of technology and innovation. We’re excited to share that starting with this update, you’ll see even more frequent product releases, delivering powerful new features into your team’s hands sooner.

This week's update adds the option to download client statements as PDFs, new engagement tabs and filters, and changes to how repeat work is organized.

 

Download client statements to PDF

If you have Billing access, you can now download a client statement as a PDF to save, share over email, or print.  Simply click the download icon at the top right of the activity section on the client’s receivables detail page.

 

Easier engagements organization

You can now quickly filter and organize your engagements on the Billing > Engagements screen with helpful list filters for client, client group, client manager, and client owner. Toggle between the new status tabs for separate views of drafted, active, or ended engagements. 

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View repeat work by start date

Repeat work is now ordered by start date for improved clarity.
In the Repeat Series Settings > Work tab, work in a repeating series is now listed by start date, rather than alphabetically. This small change will help you quickly find what needs to be tackled next based on when work begins. Spend less time searching and more time focusing on the right tasks.

Hi @Lexi Beausoleil - I’ve very happy to see we can download pdfs of client statements! However, I can’t seem to find the download icon at the top right of the activity section on the client’s receivables detail page.  Many thanks!

Hi Lexie, Same as Steve Excited with this update but i can't seem to find the icon.

Thank you

Hi @Steve Wortman, @Sara Costa, and anyone else not seeing the update yet!

This update will be rolling out over the next several hours. If you don’t already see it now, just check back later today. Thank you for letting us know, and we apologize for any inconvenience.

Hi @Lexi Beausoleil  I still can not see it , could you please provide us a screenshot of where exactly will show, since we only have receivables under billing and not under the client.

My download icon did appear an hour after I posted last week.  This is for a statement. Is there also a way to download a pdf of an invoice before it’s sent?  

Hi @Steve Wortman  could you send me a print screen where it shows for you. so that i can see if i can locate on mine?

 

Hi @Sara Costa  It’s on the client billing tab - the little cloud with an arrow. 

 

@Sara Costa If you have Billing access, navigate to the Billing > Receivables > Choose a client. Then scroll down to find the Client Activity section. Alternatively, you can choose a specific contact and going to the Billing tab. Once you're in the Activity section, simply click the download icon located at the top right. You’ll then have the client statement ready to save or share as needed.

Here’s a link to the help article as well. 

I hope this helps. Please let me know if you are still having any issues. From our end it looks like you should have access to this feature. 

Thank you so much. for your help 

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