Time & Billing
Customize Invoice Numbering
For new accounts migrating to Canopy, you can now set your starting invoice number instead of beginning at 0001. This feature helps you maintain consistent invoice numbering during your transition. Note that this can only be done once and only during your initial migration to Canopy
Engagement Enhancements
Bulk Engagements
You can use engagement templates to quickly create and send bulk Engagements to multiple clients at once.
Drafted engagements will be able to be sent in bulk from the Engagements List.
Document Management
E-Signature Text Fields Update
E-signatures are getting an upgrade! You’ll be able to add text fields to documents, easily drag and resize fields, and allow clients to draw their signatures. This update will be available both in-app and on mobile.
Workflow
Bulk Date Change
Stay tuned for an upcoming update that will allow you to edit task dates in bulk directly from the task list. For recurring tasks, future recurrences will be altered based on any date changes.
Total Time Column
The total time logged on a task and its subtasks will now be displayed in the task details. Additionally, a new column in the task list will show this information for easier tracking.