91 results found
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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.
39 votes -
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?
29 votes -
Include a report that will track the number of tax returns prepared.
Include a report that will track the number of tax returns prepared. Specifically, including when the documents have been received from the client and when the return was completed and filed.
18 votes -
YTD Revenue Should Include Clients Marked "Inactive"
We believe YTD Revenue should include Clients marked as "Inactive" as their revenue still should still be considered without it affecting our Contact count. Also PY Comparison of Revenue would be nice to see you. Thank you!
17 votes -
Recurring Secure Upload Links (automated)
We have some clients who want their office managers to be able to send us certain reports each month. The individual does not need access to the portal and the client's personal information. If we could have the link sent once a month as a reminder for the reports that would be a huge time saver for us. The links expire in two weeks so there's no way to give them a link without expirations. A recurring secure upload link would be a game changer for us!
16 votes -
Expense Note as the Description Line in Invoice
When adding an expense to the invoice, be able to also include the note that is with the expense in the description line on the invoice , therefore making it easier for the client to know what that is for AND saving time by not having to duplicate what is already there
12 votes -
New Report that Shows Task & Time Percentages
Creating a new report like the "team Member Productivity showing:
Hours Work/ Budget
Total Task/Total Completed Task.That allows our firm to track better the work of my team members.
12 votes -
Automated Emails sent "from" Canopy?
When I set up automated emails to be sent within a task, the email comes from "Canopy" and not my office. Clients are getting confused and wondering what the heck "Canopy" is - can you change that to read the company name instead please?
10 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.
9 votes -
Add 'Credits' data to Insights for billing reporting
Add 'Credits' data to Insights for billing reporting, such as seeing invoices and applied credits.
9 votes -
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…
8 votes -
Allow Client File Notifications from Multiple Folders
Please create a way for me to send one client notification for files located in multiple folders. I don't like to annoy my clients with excessive notifications.
8 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 -
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 -
Not On Recurring Payment Report
This report is essential because our clients with recurring ACH payments receive a discount. If their payment status changes and a staff member turns off recurring payments but forgets the discount this causes billing issues and loss of income over time. Tracking and correcting this manually for over 190 clients is extremely challenging without a quick report.
Even just a sort option in the client list would be great.
7 votes -
Ageing Reports
Ability to run aging reports for the company but also for each employee. This would include Tasks and subtasks.
7 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 -
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.
6 votes -
Preserve file link in client notification after I have reorganized file to another folder
When I notify a client upon uploading the files, the link to the file no longer works when I have reorganized the files into another folder. Please preserve the link even if the file is moved.
6 votes -
bulk send engagement letters
It would save a lot of time if we had an option to bulk send engagement letters for e-signature.
5 votes
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