With the recent launch of the Credit Notes as part of Karbon Billing and Payments, Karbon Practice Intelligence is being updated to support credit notes. This article provides details on credit notes' impact on reports, and the steps you can take while we work to add credit notes support.
Impact on Reports
The following reports will be affected:
WIP Report:
The historical billed amounts could be incorrect due to changes in time entries with credit notes.
Time Report & Realization Report:
Historical data will be incorrect as the billing amount in time entries will be adjusted by the credit notes. This means that any calculations based on billing amounts will not be historically accurate.
Direct Database Pulls:
Users extracting data directly from the database may also encounter discrepancies in their calculations due to the missing context of credit notes.
Known Impacted Areas
With the addition of credit notes to Karbon Billing and Payments, additional data may be required for your firm's custom reporting. Please note, the following tables have been updated to account for credit notes, but will not be historically accurate until Karbon Practice Intelligence introduces Credit Note support.
Invoice
WIP_Item
Billing_Item
Current Status
We anticipate credit notes will become part of Karbon Practice Intelligence's Data set soon, with support in KPI's Business Intelligence reports early next year.
How to Reach Out for Support
If you have any questions or need assistance regarding this issue, please reach out to our support team. Our team is available to assist with any questions or concerns you may have during this period.
Support Contact Details:
Ben Gordijn - Associate Product Manager
ben.gordijn@karbonhq.com
We appreciate your understanding and patience as we work to resolve this issue and restore full reporting accuracy.