Karbon Release Party: Engagements That Create Work, Customizable Timesheets, and More
If you've been waiting for Karbon to do more of the heavy lifting when it comes to kicking off work — this release is for you.
In our latest Working Theory Podcast episode, Max Ducharme and I break down the April 27th Karbon release, and honestly, it's one of the bigger ones. A lot of long-requested features finally made it into the product, and we walk through each one from a practitioner's perspective.
Engagements That Create Work Items
This is the headline feature. Once a client signs an engagement, Karbon now generates the associated work items automatically. For firms that have been managing this manually — or relying on tools like Ignition or GoProposal — this is a meaningful shift. It's still in open beta, but it's moving fast and worth getting familiar with now.
Gusto Integration
If your firm handles payroll work for clients, you know how frustrating it is when a holiday shifts a payday and throws off your entire schedule. The new Gusto integration reads upcoming payroll dates and adjusts your work item due dates accordingly. Simple idea, big time saver.
Customizable Timesheet Periods
This one has been a long time coming. Karbon now lets you change the default Monday–Sunday timesheet period to whatever works best for your firm — Sunday–Saturday, 1st–15th, monthly, or multi-week. You'll find it under Settings → Workflow.
A Few Other Updates Worth Noting
Self-service API keys are now available through Connected Apps — no more waiting on the Karbon team to get you set up
E-signature expirations can now be extended without restarting the entire process
You can edit time entries directly inside draft invoices, so fixing a mis-coded entry no longer means leaving the invoice to track it down
Watch the Full Episode
Max and I go deep on all of it — including the Aider integration, suspicious email warnings, and a few other smaller updates that are easy to miss but worth knowing about.
Also available on Apple Podcasts and Spotify!
If you're a Karbon user and want a no-fluff, practitioner-level take on every release, that's exactly what Working Theory is for. New episodes every couple of weeks.