85 results found
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I would like a way to run a report that shows totals for all invoices that were paid via check.
With QuickBooks, I was able to match check payments with total bank deposits and print out a list of all payments made via check. I would love for that to be an option.
1 vote -
recurring task
Option to create recurring task before the recurrence is set to create automatically.
There are times that we have a recurring task that has been set to be created in the future but we need to begin working on it early. Providing the option to go to the previously completed task and forcing it to create earlier but will automatically continue with the original recurrence schedule.
1 vote -
Save Emails in Email Format to Files
You should be able to save the email in it's email format to files. For example, our office uses Outlook and we would like to save our emails in it's original email format (.msg) so we can open it in Canopy and view the email itself including attachments, etc.
1 vote -
FORMS generated must be updated to most recent form from IRS
Canopy is not updating to new IRS forms. This is a real problem. Tried to call customer service, no one available, hung up on me. As if the chat will actually deal with this issue.
1 vote -
Make an undo button for bulk items or from the activity log. I accidentally copied a file twice to all the clients.
Make an undo button for bulk items or from the activity log. I accidentally copied a file twice to all the clients.
1 vote -
Automated Reminders - Task Status
It would be great if we could add an automation when a task status is set to "XXXX" that would notify team members assigned to that task every so often until the issue is resolved and the status changes.
1 vote -
All the same features on mobile app
Be able to do the financial and pull transcripts on the mobile app
1 vote -
ability to create a Budget vs Actual report for hours at the client level versus just the task level
ability to create an answer for budget vs actual hours at the client level
1 vote -
e-sign
Would be nice to have optional and required fields for e-signing documents. This would be helpful for opt-in / opt-out letters. Thanks!
1 vote -
Work Filtering update
When searching for work you should be able to enter the name and then it pulls up 10 related clients and I can then click select all and vs having to click on each one to see the tasks related to all of them. I have many client groups that have 10-15 entities related to them and I need to be able to see the quickly all at once
1 vote -
comment notification email link should take you directly to the actual comment itself/the task it relates to
The comment notification email link should take you directly to the actual comment itself/the task it relates to vs the general comment listing that I have to sort through. Oftentiimes I cannot get to a comment right away and it is a pain to then have to try and find it again
1 vote -
In client request task, an option to input start date so we would know when the request was sent
When sending out a client request, how do you know when the request was actually sent? The only way to see this is through activity log by filtering "with client" but we cannot extract this.
So far you can only add a start date in subtask or tasks only.1 vote -
Additional features for E-Signing
Currently you can only add a signature and date on document. it would be VERY helpful to be able to allow for clients to fill in information that isn't pre printed on the form vs having to get the info, put it on the form, print to pdf and then upload to esign. Its almost faster just to use DocuSign but that is just another expense
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.
3 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.
3 votes -
Connect Engagements "Awaiting Acceptance" to the client profile.
Hey there,
The current reporting for engagements sent to a client but in the status "awaiting acceptance" are very hard to find, filter, etc. Can we link engagements to the client profile regardless of the state they are in?
1 vote -
Differentiate between taxpayer and spouse on client info
It would be nice in the client info section, if instead of just choosing the "star" next to a phone number, we could put a note that said taxpayer or spouse. Our Admin teams says this would be extremely helpful when calling clients.
1 vote -
Way to view all tasks assigned to a client
It would be great to see a list in the client profile of the tasks that are assigned to that client. As a newer user to templates, we have come across a few clients with duplicated tasks. However, when you go to the client you can only see the current tasks due or completed tasks. If you have a task that gets created as of a certain date, the task will not appear until that date.
This missing information makes it very difficult to ensure all clients have the appropriate tasks assigned to them, without duplicating tasks.1 vote -
Time Entry and due dates
We run payroll for clients, some of them are weekly. So we have weekly tasks setup, we also have subtasks setup. We have an "invoicing" subtask which might not get cleared for a few months. Meanwhile the payroll processing tasks stack up since the subtasks haven't been completed. When our payroll person tries to enter her time the tasks are all the same, so there will be 10 payroll tasks that are identical that she can enter her time to. If there were due dates associated with the task that were easily seen in the time entry screen it would…
1 vote -
Client Owner?
Who is the "client owner"? For the business this would logically be the owner of the business. I don't "own" the client. Would be better to name this "client manager". This is needlessly confusing, as accountants we don't own clients.
1 vote
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