Account for Multiple Rates Per User with Canopy
Assign multiple rates to an invoice based on who in the firm performed the work and what kind of work was accomplished.
July 12, 2022
Assign multiple rates to an invoice based on who in the firm performed the work and what kind of work was accomplished.
July 12, 2022
With comments and @mentions, you and your firm will be able to operate faster and more efficiently as you have conversations in th...
June 30, 2022
The Time & Billing Module lets users process payments that are not associated with an invoice, allowing practitioners to take ...
June 30, 2022
Check out what’s new in the latest Canopy Mobile App 1.18.0 release.
June 17, 2022
Check out what’s new in the latest Canopy Mobile App 1.17.0 release here.
May 23, 2022
Now Canopy users can create and send multiple client requests in one bulk action. Learn more about this new feature here!
April 27, 2022
Canopy’s CSED Calculations report calculates the CSEDs each time you pull a client’s transcript. The feature is in beta and not ye...
April 5, 2022
We want to hear from you! With Canopy's new product feedback tool, you can leave feature suggestions and vote on other users' feed...
March 9, 2022
A profile photo helps personalize and humanize your team members. Check out Canopy's new profile photo feature, which is available...
February 26, 2022
Check out what’s new in the latest iOS 1.15.0 and Android 1.8.0 releases below.
February 21, 2022
Canopy now offers bidirectional contact syncing with Quickbooks Online through our robust QBO integration. Read more about this ex...
February 11, 2022
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