Release Notes for March 2021

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

What's New for Practice Management

Priority Tasks

Description: You can now mark and sort tasks by priority level. Tasks can be marked as High, Medium, or Low priority. This update also brings in-line editing to the Task List and the Tasks page on the Contact Profile.

Learn More:

• Prioritize Tasks on the Tasks List

Global Inbox

Description: We've added a new icon to the global navigation bar. Canopy users no longer need to jump between windows to check their email and use Canopy. You can now view and manage your emails from directly within Canopy.

Find this Change:

1. Click on Inbox on the global navigation bar.

Learn More:

• Use the Global Inbox

Move Files to a Connection

Description: Contact files can now be quickly moved between accounts that are linked as connections.

Learn More: 

• Move Files to a Connection

File Editing

Description: With the help of Canopy's Desktop Assistant, Canopy users can now edit files on the computer with the program of their choice. Once finished, just click save and the desktop assistant will take care of updating the file in Canopy.

Learn More:

• Edit a File through the Desktop Assistant

QuickBooks Online Contact Sync

Description: You can now integrate QuickBooks Online with your Canopy account. Currently, this integration will only sync your contacts between Canopy and QBO, but more functionality is on the way. The QBO integration is only available to tenants who are on contact based pricing.

Learn More: 

• Sync your contacts with QuickBooks Online (QBO)

Utilization by Team Member Report

Description: A new report to show Utilization by Team Member has been added to the billing reports. This report shows a breakdown of Billable Hours, Adjustments, and Utilization - How much money was actually billed and what percentage of the billable amount was realized. 

Learn More: 

• Create a Billing Report

Collapsible Subtasks on the Tasks List

Description: The Tasks List has been cleaned up to allow users to collapse and expand subtasks. This allows users to locate their primary tasks more quickly. Currently, this feature must be opted into. It will be fully integrated after tax season.

Learn More:

• Collapsible Subtasks on the Tasks List

What's New for Mobile

Canopy Mobile Practitioner App Android v1.11.0

Description: Canopy's Android practitioner app now can now track time, allowing users to keep track of their time from anywhere in the world.

Learn More: 

• Tracking Time in Mobile

Canopy Mobile iOS 1.12.0 & Android 1.12.0

Description: Task and Client Request templates can now be utilized within the app. 

Learn more: 

• Creating a Task
• Managing Client Requests