June 2019
Written by Avery Simmons
Updated at July 4th, 2021
Release Notes June 2019
These release notes are meant to give an overview to new features and/or enhancements launched in the month of June.
What's New for Canopy
Improved Contact Import
Description: Dropdown mapping and a simple, smooth flow provides an easy experience of importing contacts from .csv files into Canopy.
Learn More:
Canopy Mobile Enhancements
Description: Canopy Mobile 1.2.0 enhancements include:
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Add Photos and Files
- Use your camera to take a photo of a document. Alternatively, add files or photos from your device. Landscape file view is also supported now on Android.
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Import Files from Other Apps
- Share a file to Canopy from any other app (text messages, email, file storage, etc.)
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Manage files and storage
- Create folders, re-name folders or files, and organize files in the app.
Updated License Page
License/permissions:
- License: Any
- Permissions: Admin
Description: Canopy's license page has been redesigned with two views on the page. This update also supports tax prep and provides admins greater ease at managing licenses.
Learn More:
Custom Fields: Multi-Select
License/permissions:
- License: Any
- Permissions: Admin
Description: Contacts can now have more than one selection from a dropdown list, which will display on the contact card.
What's New for Practice Management
Task Workflow Enhancements
Description: Notes have been added to the task workspace. The option to add a note will be visible from the widget on the right side of the Task Workspace and from the tool bar.
Canopy Payments & Dashboards
License/permissions:
- License: Any
- Permissions: Billing
Description: Managing payments in Canopy through the Billing feature allows you to better track invoices and clients billing information.
What's New for Tax Prep
Adding New Contacts from a Tax Return
Description: This update to Tax Prep allows for creating a new contact at the same time as creating a new tax return. Adding a new contact while preparing a new tax return, enables Canopy users to add contacts into the system and makes a frictionless experience for jumping right into preparing a return.