Summarize notes with Karbon AI, download invoices, realization report + more


It’s the 22nd and final Karbon update of 2023. Now you can create bite-sized summaries of internal notes with Karbon AI, track the realization of your staff, download invoices, keep UK contact records automatically in sync with Companies House, and more. 


Summarize internal notes with Karbon AI

The  Karbon AI open beta has been updated to give you the ability to summarize internal notes.

Click the ‘Summarize’ button at the bottom of any note to reveal bite-sized highlights of what’s important and actionable, before you choose to dig deeper.

Billing & Payments beta program enhancements

Download invoices

Invoices with a ‘Paid’ or ‘Awaiting Payment’ status can now be downloaded as a PDF file to resend or print. Find this option in the Invoices section menu, in the menu of your open invoice, or in the receivables area for each client.

Realization report

The new Realization report makes it simple to measure your team’s performance, ensure you’re remaining profitable, and stay across your profit margins. 

Under Billing in your main menu, navigate to Realization. There, you’ll see the realization of time broken down by client. The report can be downloaded as an export of raw time data, which is useful if you want to produce your own pivot tables and analyze further.

Please note that fixed fee work items are not yet included in the realization report, but will be available very soon.

Automatic contact updates from Companies House

In the most recent Karbon update, the Companies House integration was updated to allow UK customers to create or link organisation contacts from Companies House by searching for their company name or number.

Now, any linked contacts will remain in sync with the corresponding details from Companies House, without the need to manually update any data.

 

Connect to Slack from within Karbon

In the most recent Karbon update, an integration with Slack was released. A further enhancement has been made, which adds Slack to the connected apps options accessible from your settings in Karbon. 

This makes it quicker and easier to set up this integration for the first time.

 

Changes for new colleagues invited to your account

Improvements have been made to what new colleagues see when they’re invited into a Karbon account for the first time. New users will be able to select their function and set up their handle, making their initial experience more intuitive and efficient. 

 

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.

 

Realization report

The new Realization report makes it simple to measure your team’s performance, ensure you’re remaining profitable, and stay across your profit margins. 

Under Billing in your main menu, navigate to Realization. There, you’ll see the realization of time broken down by client. The report can be downloaded as an export of raw time data, which is useful if you want to produce your own pivot tables and analyze further.

Woo hoo! Great to finally have some realisation visibility 😁

The date picker for the Realisation screen sucks though 😢 any chance it could be changed to work the same as date pickers in other parts of Karbon? 🙂

Realisation screen

Other areas of Karbon

 


@SamG Thanks for the feedback. Do you just want the ability to type a date rather than clicking so much?

The other calendar is older and more problematic, it only scrolls back 3 months and it is unclear that you can type a date, so many people get stuck with it.


@SamG Thanks for the feedback. Do you just want the ability to type a date rather than clicking so much?

The other calendar is older and more problematic, it only scrolls back 3 months and it is unclear that you can type a date, so many people get stuck with it.

Thanks Dave! Yeah, being able to type a date is what I’m missing 🙂


Yay for AI note summarization!


On the companies house intigration is it possible to use these ‘key dates’ within workflows at this point or is that to come?


I love the two billing and payments enhancements.  It’s now easy to print and send an invoice through the mail.  The realization report was much needed and I’m glad to see it. 

Thank you!