91 results found
-
Email addresses for Automations need to include Teams
Trying add an Automation that generates an email to the client as the Task is set to certain statuses. The Team Member "Preparer" needs to be the Email Account To Receive Replies since there are multiple preparers in the office.
1 vote -
Test/Proof for Tasks/Automations as you build them.
It would be very helpful for a feature that would essentially produce a report of the entire process of a task set up with Automations that you print "on the fly" as you're building a template. So you can see if the Automated steps and dates you're setting up are working how you're intending without generating a bunch of emails / notifications to staff and clients.
I understand you can set up a test client and use your own email address, but that is very messy and the flood of emails to me from me is likely to trigger spam…
1 vote -
It would be nice to be able to reorder Automations by dragging them to the order needed
When building a template that uses Automations, it would be nice to be able to reorder the Automations by dragging them to the order needed, rather than deleting them and re-adding them in the correct order.
1 vote -
Need to be able to edit STATUS
We need to be able to modify the stock status... I don't want more statuses already added what I need) but need to change / clarify the stock ones so I don't wind up with 2-3 similar (but not the same) statuses.
1 vote -
Tasks and files
We're new to Canopy and one big issue getting setup is when you change a task either adding or deleting a task, it doesn't automatically update throughout the whole system, clients it's assigned to. It's such a hassle to go in and delete the old task so there's not two.
I also don't like the fact that a file system I setup for clients to upload into, can't be seen unless there's a document already uploaded. That defeats the purpose all the way around.
Some of our business clients do their own books so we don't already have necessary information.…
1 vote -
Provide clients access to documents in portal in bulk upon migration
You should be able to more efficiently grant clients access to documents within folders upon migration of data from another software. Right now we had to manually go into each folder for each of our clients and click on the PDF's to grant them access, which is taking forever.
2 votes -
Client Owner
Since we are able to bulk add a client owner, we should be able to bulk remove a client owner or even have the ability to remove the entered text in the client owner field in the about section.
1 vote -
Unable to view client balance is a grouping
We have clients with more than one business. We created a group to see all associate names in the group. In the billing section, I would like to see the balance or open invoices for the group. Now, I can only view it one by one.
1 vote -
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
2 votes -
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!
2 votes -
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
- Don't see your idea?