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May 2024
Updated over a week ago

The following release notes are up-to-date as of May 30th, 2024.

Quickbooks Online (QBO)

  • We've released the ability to sync additional payments to QBO. Additional payments are payments that are received but are not connected to an invoice. These payments are created in QBO as "unapplied" which can then be applied at a later time to an invoice.

  • The ability to sync credits to QBO is now available! Credits can be additional payments or manual credits that have been created for the clients. Credits created in Canopy will sync to QBO as a "Credit Memo".

  • We made updates to client sync capabilities! Yep, you heard that right!!! This includes the following:

    • Ability to edit the client sync from the client record

    • Option to "Unmatch" a synced client

    • Sync an unmatched client

      • Match with existing QBO client

      • Create new in QBO

Tax Resolution

Collection Financial Standards (CFS) & OIC related forms

  • Our team has pushed out the latest updates for the following forms:

    • 656

    • 433-A (OIC)

    • 433-B (OIC)

    • 13844

Document Management

Canopy Desktop Assistant

  • We've pushed out a routine performance update to the desktop assistant. You'll need to update if you haven't already.

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