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  • Product Updates 2021

June 2021

Written by Avery Simmons

Updated at August 10th, 2021

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  • Product Education Video Series
    Getting Started for Admins Getting Started for Staff Users Client Management Workflow & Automation Document Management
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    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
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    Collections Transcripts Notices
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    Files Set up Payments Mobile App To-do List
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  • Canopy Updates
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Table of contents

    Release Notes for June 2021

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

    What's New for Practice Management

    Combine Files

    Description: Files of various formats can now be combined into a single PDF file in Canopy. Files can be merged from anywhere you store your files in Canopy.
    Learn More: 
    • Merge Files to a New PDF

    Payments Account Summaries

    Description: We've revamped the Canopy Payments Dashboard to provide more insight into what payments and fees are going in and out of your bank account. This update also brings two new tabs to Payments for ACH and CC. These tabs show all transactions for the associated payment method and provide links to the Contact and the Payment. 

    Global Inbox Search

    Description: Your global inbox now has a search bar that will search through contacts, emails, and email attachments to help you find what you need faster.
    Learn More:
    • Global Inbox

    Date Columns on the Task List

    Description: You can now add separate, filterable columns to the task list for each date type you create in Canopy.  
    Learn More:
    • Filter the Task List

    Custom Links on the Client Portal

    Description: Custom links can now be added to the client portal. It is now easier to send your clients where you need them to go, whether that's your company website, an appointment scheduler, a payment provider, or anything else.
    Learn More:
    • Add Third-Party Links to the Client Portal

    What's New for Tax Resolution

    QBO Invoices and Service Items Sync

    Description: We've updated our QuickBooks Online integration to include an invoice and service item sync. After setup, all invoices and service items created in Canopy will automatically be uploaded to your QBO account.
    Learn More: 
    • Sync your Canopy account with QBO

    What's New for Mobile

    Canopy Client Portal App 1.5.0 - Native Payments

    Description: Canopy's Client Portal App now supports payments in app with a native and intuitive process. Clients will no longer need to launch a web browser on their phones to pay an invoice. Instead, they can pay you with a few taps in the app.
    Learn More:
    • Make a Payment on the App

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