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 not even telling anyone about this new downgrade was very inconsiderate. To make a big change like that and not give anyone a heads up and the time to find a different billing/invoicing process ahead of time is mindblowing. I have never been more disappointed in Canopy and their customer service.