19 results found
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YTD Revenue Should Include Clients Marked "Inactive"
We believe YTD Revenue should include Clients marked as "Inactive" as their revenue still should still be considered without it affecting our Contact count. Also PY Comparison of Revenue would be nice to see you. Thank you!
8 votes -
Recurring Secure Upload Links (automated)
We have some clients who want their office managers to be able to send us certain reports each month. The individual does not need access to the portal and the client's personal information. If we could have the link sent once a month as a reminder for the reports that would be a huge time saver for us. The links expire in two weeks so there's no way to give them a link without expirations. A recurring secure upload link would be a game changer for us!
8 votes -
Billing
When adding an expense to the invoice, be able to also include the note that is with the expense in the description line on the invoice , therefore making it easier for the client to know what that is for AND saving time by not having to duplicate what is already there
8 votes -
Automated emails to multiple email addresses.
I need a way to send an automated email once a task is completed to multiple emails at the client company. I have multiple clients with multiple people who need notifications, but at this time only the primary is able to receive these automated emails.
7 votes -
Subfolder Arrows
If there are documents in a sub folder, make sure arrows and/or the box indicating there are documents shows up not only on the left side, but in the main box.
5 votes -
Quarterly Reoccuring Options
I would like Quarterly to be an option for the reoccurence
4 votes -
Preserve file link in client notification after I have reorganized file to another folder
When I notify a client upon uploading the files, the link to the file no longer works when I have reorganized the files into another folder. Please preserve the link even if the file is moved.
5 votes -
Add 'Payments' data to Insights
Add Payments data to Insights such as payment number, payment date, payment amount, fees, payment type, payment status.
3 votes -
Disable Partial Pay Option in Portal
Right now clients can choose to pay a partial amount on an invoice, this is effectively giving clients the ability to create a payment plan without authorization. We need a way to disable the partial pay option for invoices in the portal.
3 votes -
Allow Client File Notifications from Multiple Folders
Please create a way for me to send one client notification for files located in multiple folders. I don't like to annoy my clients with excessive notifications.
3 votes -
Add Primary Client Name to Task List
When I go to the task list it would be nice to see the primary client option available there as well so it can group the clients together with their Entity Name. For Example I would love to see this
Status-Task Name-Client-Primary Client-Task Type-Assignee ect.2 votes -
Add Client Teams and Roles data to Insights
Add Client Teams and Roles data to Insights to see assignees that are not related to a task or subtask.
2 votes -
Associate Teams and Roles data to Completed task and subtask for Insights.
Ability to see Workflow Teams and Roles data for Completed tasks and subtasks in Insights.
2 votes -
Client Home Screen View
It would be extremely helpful if the upcoming Events section of a clients home screen be changed to show a LIST of the scheduled event items for that client instead of only showing events for 5 days.
2 votes -
Allow the calendar to assign tasks for blocks of time, similar to UseMotion.com
It'd be nice to plan out my day using AI or being able to drag/drop active tasks to the calendar.
1 vote -
Make client name mandatory
We would like for our client names to be mandatory so that something doesn't accidentally get missed in billing.
1 vote -
Creating alert/automations to users/admin on approaching or exceeding client budget hours.
Implementing a system to notify bookkeepers to be more accountable and efficient with their time on tasks. As part of company processes and procedures, if a bookkeeper assesses and estimates that they will need more time from the original budget to complete a task, they should ask for approval. This system also provides management and administration with visibility to monitor overall budgets and make better estimates for future tasks.
1 vote -
Allow us to toggle inactive/deleted employees on/off on the Time Entries screen.
On the time entries screen when we click the team member column to filter down, all deleted and inactive employee are still listed. I would like them to not display unless I toggle them on. We've been using Canopy for several years and have a larger firm, so the list of former employees in the dropdown is becoming long and cumbersome.
1 vote -
Time viewing permission cross into Insights
If the permission "Team Member Saved Time" is disabled, team members will not be able to see other team member's time. However, they will see that time in detail and even drill down that data if they have access to Insights. Please have permission sets that hide other team member data cross into Insights to keep that data hidden.
1 vote
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