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  1. Allow Teams to be assignee(s) on a subtask

    1 vote

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  2. Add 'Expense' data to Insights data sources.

    1 vote

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  3. Being able to set recurring tasks start date on the first//second/last X day of the month.

    A firm that works Tue-Wed-Thu, would like to be able to set the start day of their monthly recurring tasks on the first Tuesday of the month, or the last Wednesday of the month.

    1 vote

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  4. Having the 2024 Tax Organizers ready to send.

    1 vote

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  5. While I am in a file and renaming it, can it not be sorted alphabetically while I am still in the file? I need the list of files to stay sorted by date so I don't lose sight of new files.

    1 vote

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  6. Need to be able to associate tasks and subtasks to a service item. If there was a way to set up a task to a service item that automatically flowed to the subtasks, that would be beneficial. When time is launched from the subtasks, service items currently are not being assigned. This would help track time and projects more efficiently.

    1 vote

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  7. Make it so that the name of the workspace is on the body of the email so we know which workspace that client pertains to. We manage multiple workspaces and received several notifications at a time. It can be difficult to differentiate which workspace the notification is coming from unless you know all the clients.

    1 vote

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  8. When pulling an insight report for tasks based on due dates, archived tasks should not appear. This creates a false illusion that a large percentage of tasks are not being completed.

    2 votes

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  9. Would like to see tasks outstanding by client in addition to tasks outstanding by user. this will give us insight as to what clients are falling behind.

    2 votes

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  10. Having the ability to update or add assignee to the Organizers. Also having the option to to clear an organizer with the option "Not Needed".

    1 vote

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  11. 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.

    4 votes

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  12. Add Client Teams and Roles data to Insights to see assignees that are not related to a task or subtask.

    3 votes

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  13. Ability to see Workflow Teams and Roles data for Completed tasks and subtasks in Insights.

    5 votes

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  14. It'd be nice to plan out my day using AI or being able to drag/drop active tasks to the calendar.

    1 vote

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  15. We would like for our client names to be mandatory so that something doesn't accidentally get missed in billing.

    1 vote

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  16. Add Payments data to Insights such as payment number, payment date, payment amount, fees, payment type, payment status.

    4 votes

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  17. We need the ability to schedule recurring reports for clients and tasks. Currently, if we want a monthly report on overdue tasks or a quarterly report with specific client information, there's no option to automate this. Implementing this feature would streamline a currently manual process, saving time and ensuring that we stay organized and up-to-date effortlessly.

    6 votes

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  18. Taking away the ability to customize invoices on the quantity and rate lines is going to force us to have to find a new software management program. We have a 100ish clients and each client has different rates for each service. Some of our clients rates change with each new engagement letter and we can no longer customize the rates. Not allowing us to change the quantity (hours) if we go over hours on our contract and can't bill for them makes it very difficult. If we have to adjust the employee time to match it affects our payroll. Canopy…

    1 vote

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  19. 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

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  20. 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

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