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Current Canopy Roadmap

This article outlines Canopy's scheduled feature releases and updates for the coming month. Up-to-date as of: 11/4/2024

Updated over a month ago

Time & Billing

Invoice Refactor

  • Be on the lookout for our invoice refactor!

    • Invoice creation flows as a page instead of a modal.

    • Option to drag and drop line items to rearrange them on the invoice.

    • Practitioners will be able to see all outstanding credits for a client right within the invoice creation flow and can apply any credits directly to the invoice being created. (Firms with QBO integration do not have this ability.)

    • Practitioners will find the Client Note and Terms and Conditions sections within the settings options (gear icon). This is to make it easier to see line items.

Engagement Enhancements

Duplicate Engagements

  • Keep your eyes peeled for the ability to duplicate single engagements.

Workflow

Return Types Additions

  • Tax Return types will have some additional options added soon!

Stop Recurrences in Bulk

  • We're working on a feature for an additional option to Stop Recurrences in bulk!

    • This will be a bulk action available on the global task list.

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