You can new preview an Engagement before you send it to your client.

On an invoice preview, scroll down to view your client's invoice history.

Time entries can now be manually locked. To enable this feature, ensure users have the 'Lock Time Entries' permission.

Download the Canopy Payments Onboarding Checklist PDF to help you prepare to enroll in Canopy Payments!

Subtask Checklists offer an additional layer of organization to tasks by providing a trackable to-do list within each subtask, making it simple to monitor progress, ownership, and completion.

Good news! The Canopy Practitioner App has been updated with a more modern design. We've also enhanced the global contacts list with custom filter group support and the ability to add contacts directly.