Clients can now pay Karbon invoices by ACH without logging into their bank, and Apple Pay works on invoice payment links. Max Ducharme and Brooks Wheatley walk through the latest Karbon release, from payments and engagements to the new contacts page and API updates.

The theme of this release is simple: fewer steps between a client saying yes and your firm getting paid. If you want engagement status changes to move work items forward automatically, the hosts explain the API feature idea worth voting for in the Karbon Community.

CHAPTERS

00:00 Welcome and release overview

01:03 Manual ACH with instant verification

05:37 Entering bank details for clients

07:25 Apple Pay and Google Pay

08:21 Daily digest for signed engagements

10:03 Engagement comments and draft templates

12:18 Renewal work items and an API request

17:24 Close automation in the release notes

19:27 Sidebar customization and themes

22:13 Contacts page upgrades

27:51 The theme: from yes to paid

28:55 API updates: segments and PATCH

31:23 How Max and Brooks help firms

IN THIS EPISODE

- Clients can type in a routing and account number for ACH, and Karbon verifies the account instantly. There is no bank login and no wait for deposit verification. The option is a small "Enter bank details manually" link below the bank list, so a highlighted screenshot helps clients find it.

- Firms holding signed payment authorizations may be able to enter bank details on a client's behalf. Read Karbon's terms of service before you try it.

- Apple Pay now works on invoice payment links opened on Apple devices, alongside Google Pay on Android.

- A once-a-day digest now tells you when engagements are signed but not yet set up, and engagements have an activity section with comments and mentions.

- Service templates can be saved as drafts, so a half-finished template can no longer be picked for an engagement.

- The contacts page gets sticky headers, column toggles and reordering, and jump to page. The API adds a segments preview, PATCH for work item statuses, and a last modified date on work items.

QUESTIONS?

Reach out to either of us; we are happy to help.

Navica Consulting (Max): https://navica.llc

Framework Solutions (Brooks): https://www.frameworksolutions.co/

ABOUT THE SHOW

The Working Theory Podcast is for accounting firms already on Karbon that want to optimize how they use it. Optimization, not onboarding. Hosted by Max Ducharme (Navica Consulting) and Brooks Wheatley (Framework Solutions), two Karbon implementation consultants who worked inside accounting firms before going independent.

The Working Theory Podcast is independent and is not affiliated with or endorsed by Karbon.

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