Skip to main content
July-August 2022
Updated over a week ago

Release Notes for July & August 2022

These release notes are updated in real-time to give you an overview of Canopy's latest feature releases and bug fixes.

Client Management

Multi-tenant switcher

Attach images/GIFs/files to comment feed

  • This feature provides the means to send important info to your teammates through the comment feed.

Comment feed jumping

  • Save the headache of scrolling by selecting a date in a comment feed to jump back to past sections of the thread.


Edit subtasks when creating a one-off task

  • The option to edit subtasks within the creation window of a one-off task is available again when creating a task from the Global + button.

Authentication switch to 6-digit code sent to email

  • When signing into your Canopy account, a 6-digit code is delivered to your email.

Time & Billing

Printable WIP reports

Global letter generator and improved tools

  • A new and improved letter generator allows users to manipulate and customize their letters in a more efficient way. The layout is similar to other document programs like Google Docs and MS Word.

  • Use the editing tools to create and format your letter as needed.


QBO sync of class/location/category

QBO invoice sync retry with improved error handling

QBO two-way sync for service items


Fillable PDFs

  • The capability to work faster with fillable PDFs for both the portal and Canopy apps is live!

  • Fillable PDFs load faster and are much more robust against connectivity issues. In addition to this improved experience, practitioners are blocked from using bad characters when creating file names.

Did this answer your question?