The Files Interface Redesign in Canopy's Document Management module is now live in Document Management.

New alert system for uploads

Unified view for all file types

Enhanced file inbox navigation

Streamlined drag-and-drop functionality

Simplified bulk actions.

We’ve added new report templates to help you get better insights into your business. Now you can easily track unpaid invoices, compare your budgeted hours to actual hours worked, and see how long revenue has gone unbilled. You’ll also find reports that show team productivity, compare logged hours to available working hours, and help manage task capacity. These tools are designed to give you a clearer picture of your operations and make managing your work easier.

Our team introduced changes to how quantity and rate fields are handled on invoices. For line items pulled from time entries, these fields will be locked to ensure accurate reporting on profitability. Users should use the WU/WD column for adjustments, and service items must use their associated rates.

Note that while rate types can still be changed, manually added line items remain fully editable.

A recent update now allows adjustments to the rate field when time-based line items are grouped by service item, enabling firms to override default rates for specific clients.

If you're exporting a large amount of data from the "Saved Time" table, you’ll now see a pop-up message letting you know that your export is being processed. Once it's ready, the file will be emailed to you, similar to the process for exporting the WIP report.

We added start and end times to the ‘Saved Time’ table based on user feedback. You can now see these details directly in the table, previously only available in the CSV export.

Note that these columns aren’t sortable yet. If a team member’s time entry setting is ‘Duration,’ times start at midnight; if it’s ‘Duration Calculator,’ exact start and end times can be set.

This update fixes several user experience issues from our previous release and adds features like pull-to-refresh. It also improves menu functionality for iPad users, making navigation smoother!