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July 2023
Updated over a week ago

The following release notes are up to date as of August 11th, 2023.


Roles in Workflow (Pro Tier)

  • This release gives customers a way to assign Client Roles to Tasks, Subtasks, Client Requests, and Templates instead of a specific team member! Learn more about Teams & Roles here.

Task Name Variables

  • Monthly tasks with the same name are now very easy to identify with our Task Name Variables release!

Client Management

Client Record Templates (Pro Tier only)

  • Our team released Client Record templates that significantly reduce time when importing contacts into Canopy.

Time & Billing

Bulk Edit Time Entries

  • We released an update that allows users to select multiple billed time entries and edit clients related to the invoice or the associated service items in bulk!


Team & Roles on iOS/Android

  • Mobile now supports the new teams and roles functionality on tasks! Customers can assign tasks to roles, teams that are part of those roles, and individuals.


Siri Support

  • We released the ability to use Siri to call, text, and email clients in the Canopy app!


Insights Beta (Pro Tier)

  • Customers can now create and customize Answers, Liveboards, and filters with Canopy's integration with ThoughtSpot.

🪲 Other Releases/Bug Fixes

Time & Billing

Improved Management of ACH Returns

  • Our team released work for additional notifications and information that makes ACH returns clearer for customers on our new payments facilitator.

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