Seamlessly Link Time Entries to Any Invoice
Recording time on invoices is now easier to manage. Users with a Time & Billing license can now associate any recorded time en...
August 31, 2022
Recording time on invoices is now easier to manage. Users with a Time & Billing license can now associate any recorded time en...
August 31, 2022
Great news! Now automation conditions and actions can be applied on tasks and subtasks within Workflow templates, saving your firm...
August 26, 2022
With Canopy, you can now sync more valuable fields and information from QuickBooks Online (QBO). Learn more about this exciting up...
August 18, 2022
The pain of remembering multiple usernames and passwords is real. Being able to easily swap between accounts provides a smoother e...
August 17, 2022
No more manually following up with individual clients if their invoice is coming due or is overdue for a specified amount of time.
July 26, 2022
Access, organize, edit, sync, and otherwise manage your files and folders in Canopy from a mapped drive on your Windows computer.
July 22, 2022
With Canopy’s Workflow module, you can now save time by automating specific rules related to your tasks and subtasks. Learn more h...
July 19, 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
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
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