91 results found
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Should be prompted to apply payments to invoices
We have clients that pay us in advance before we have actually billed them. When I go to do a bill, it does not prompt me to apply these payments. I have to do the bill first and then redo the bill when (or if I actually remember) to apply the payments. There should be a notification to apply the payments before printing the invoice (if there are payments to apply entered in Canopy already).
1 vote -
Client Facing Dashboard/Status Tracker
It would be great if Canopy offered a client facing/visible dashboard or "Pizza Style" tracker for tax preparers to communicate their tax filing status in a streamlined and visual fashion. While we can update status in the notes section or through other Canopy integrations, it would be great to have this available on the client portal. It doesn't need to be interactive, but just viewable on the client side. I'm envisioning something similar to the Domino's Pizza Status Tracker, where there may be 5 steps on the dashboard (doc collection, preparation, filed, etc), and these can be toggled on or…
1 vote -
Email Forwarding of Full Email Thread
Canopy's email tool currently can only forward the selected message to a recipient.
Meaning that if the selected message is part of a larger email chain, when forwarded or replied to, the other emails in that chain and the context they provide are not included in the email.
We believe it would be better to handle emails more like a traditional email provider including all the previous items in that chain as those items provide additional context.
1 vote -
Add Client Group to Insight reporting
Add access to "Group" to Insights. We process reports with Invoice tota and write/up and write down by partner (client owner) but adding access to the field "Group" would really make these reports more useful
1 vote -
Default Assignees in reoccurring tasks
Reoccurring tasks and subtasks should roll forward with default assignees such as "preparer level 1" rather than roll forward with specific assignees that worked on the project in the prior year such as Jane Doe...who may no longer work with the firm. As it stands Reoccurring tasks require a lot of reclassifications for assignees which makes the reoccurring option not functional for our firm.
1 vote -
Add 'Expense' data to Insights data sources
Add 'Expense' data to Insights data sources.
1 vote -
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 -
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 -
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 -
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
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