Release Notes May 2020

These release notes are meant to give an overview of new features and/or enhancements launched in the month of May.

What's new for Canopy

New User Interface

Description: Canopy released a new user interface design. The change includes updated fonts, colors, and a left-oriented global navigation bar. To learn more about why we made this change and how it is intended to help you, read our blog post.

Learn more: 

Canopy's New UI

What's new for Practice Management

Task Templates

Description: Canopy users can now utilize a set of pre-made task templates to streamline task usage across their firms. The pre-made templates can be copied and customized to better suit each user's needs. 

Find this change:

Click Templates on the global navigation bar.

Choose Task from the slide-in menu.

Learn more: 

• Customizing Preset Task Templates

Desktop Assistant 3.0

Description: Canopy's desktop assistant now supports File Migration. Users can now migrate all of their files to Canopy quickly and easily. In addition, the maximum file size for Canopy has been increased to just under 5GB per file. 

Find this change: 

1. Open the Desktop Assistant on your Windows computer. 
2. Click on the Settings icon.
3. Choose Open Migration Tool from the dropdown menu.

Learn more: 

• Getting to know the File Migration tool

Timer Enhancements

Description: Timers, time entries, and projects now have their own tab on the global navigation bar. In addition, time entries no longer require a contact in order to be run. 

Find this change: 

1. Click Time on the global navigation bar.

Learn more: 

• Time Entries