29 results found
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Workload dashboard, sort it 2 ways by client in addition to by user
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.
1 vote -
organizer assignee
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 -
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 -
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 -
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 -
Quarterly Reoccuring Options
I would like Quarterly to be an option for the reoccurence
4 votes -
Automated Recurring Reports for Clients and Tasks
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.
3 votes -
New billing update is a HUGE downgrade
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 -
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 -
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 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 -
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 -
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 -
Client doesn't see the folders I create unless I add a file in it
I'm extremely frustrated about the fact that your client can't see the folders you create in their client portal unless you add files to it! We are trying to add 4 folders to the client portal and some we don't have files to add yet so it's not letting them see all the folders which is very frustrating! Can you please allow clients to see the folder as you make it? or as we create a folder allow us to make it visible right then?
12 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 -
The new "Files" format is a downgrade.
The new "Files" update has overly complicated the format and added more friction. More difficult to navigate with x3 the clicks. It's less obvious when a client has uploaded files and more difficult to sort them. Overall, this update feels like a significant downgrade.
23 votes
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