85 results found
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Invoicing Should Once Again Allow for Negative Amounts
Please reinstate the ability to use Negative amounts on client invoices!
In some cases, we give clients discounts off our full fees based on the Affordability to them or for other reasons. We find it's important Marketing-wise for the client to see the full fee and to also see that we are giving them a discount from that amount.
We also use a cell to drop all cents from calculations, rounding the invoice amount down to the nearest whole dollar amount.
The recent invoicing upgrade no longer allows negative amounts on invoices. Instead, you expect us to go in by…
7 votes -
Notes
Receive a notification when a new note is added under a client. Either in the form of an email or notification in Canopy. Also, a red dot next to Notes Tab to let you know a new note was added when viewing a client would also be helpful!
7 votes -
2 votes
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Template sharing
Karbon offers a template sharing option where members can crowdsource and share their workfkow templates, engagement letters and reports. Canopy NEEDS this. It would cut the learning curve and implementation drastically.
2 votes -
Allow Teams to be assignee(s) on a subtask
Allow Teams to be assignee(s) on a subtask
2 votes -
Add 'Expense' data to Insights data sources
Add 'Expense' data to Insights data sources.
1 vote -
Set-up recurring Tasks on specific days of the month
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.
4 votes -
Having the 2024 Tax Organizers ready to send.
Having the 2024 Tax Organizers ready to send.
2 votes -
How to stop files from sorting alphabetically automatically?
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 -
Tasks & Subtasks set up with service item
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.
3 votes -
Add Workspace Name to Email Notifications
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 -
Archived tasks should not appear in the Insight reports
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 -
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.
2 votes -
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".
2 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.7 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.
3 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.
6 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.
4 votes
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