Save time and drive efficiency with Time and Billing and reassign work items in bulk
Time and Billing now available on the Team plan
If you’re on Karbon’s Team plan, you can now use Time & Budgets and Billing & Payments to track and bill your time and work, manage capacity, and get paid—all in one platform.
What’s available now:
- Time & Budgets
- Built-in timer that tracks time against clients, work items, and task types
- Time entries and timesheet management with granular permission settings
- Set and manage budgets on work items as hours or fees
- Set unique hourly rates for colleagues, roles, and task types
- Billing & Payments:
- Time billing, fixed fee billing, and automated recurring billing
- Invoice creation, customization, and management
- Auto-payments with credit card, debit card, and direct debit options
- Real-time reporting on WIP, realization, utilization, and receivables
Benefits of using Time & Billing in Karbon
- A single platform to save you time and costs on time tracking, budgeting, billing, and payment collection
- Enhanced visibility into your team’s time, capacity, and efficiency
- Reduce payment chasing and aged receivables with auto-payments
- Automatically calculate realization for fixed-fee work
To learn more or start migrating your time, billing, and payment workflow to Karbon, join a free, live training workshop. Or you can explore the support center.
Reassign work items in bulk (beta)
When changes happen and you need to reassign tasks, automators, and budgets on work items, you can now do so in bulk.
To update work assignees across multiple work items, go to the list view in Work and add your desired filters to narrow down your work items.
Then, select any number of work items to be updated and follow instructions on the Reassign modal to reassign tasks, automators, and other applicable fields to new colleagues.
The reassign work items in bulk feature is currently in beta but will be released to all customers soon. If you’d like to have early access now, please submit your interest.
QuickBooks Online Accountants (QBOA) billing integration enhancements
An error management area will help you view errors related to invoices and payments, and manually resync from Karbon to QBOA.
If you’re based in the US and would like to participate in the QBOA billing integration beta program, register your interest.
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.
