June 2021
Written by Avery Simmons
Updated at August 10th, 2021
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.
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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.
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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.
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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.
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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.
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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.
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