The following release notes are up to date as of November 30, 2022.
- Our team made it possible to enter Tax Year and Return Type fields when creating tasks. This allows for quick access and easy reference when filtering the task list!
- We released the odrive integration to provide a way for current odrive users to connect to Canopy directly through odrive's site.
- Canopy released the ability to jump to your next signature field with a click of a button. Say goodbye to manually scrolling through tons of eSign request pages!
- We released a feature that allows you to insert custom merge fields by selecting Custom Fields under the Insert merge field list. Click here for more information on creating custom fields!
🪲 Minor Releases/Bug Fixes
🔆 File Preview: Light Mode
- We changed the experience of file previews to be in light mode, to stay consistent with the design of Canopy.
Time & Billing
Hide Timer Section
- Our team released the ability to clean up the look of your Time Entries dashboard by hiding the My Timers section.
🧾 Add Billable Amount Metric
- We made the Billable amount metric available on the Time Entries dashboard.
- Our team released the option to start timers easily from the Dashboard of the mobile app.
❗️ Updated Task Priority Icons
- To stay consistent across all platforms, Canopy updated the priority icons to match how they look on the website!
- We released the ability to resend eSign requests from the app with just a tap!
- Our team released a parent task name column that is visible on subtask line items within the Tasks List!
📝 Tax Field Columns and Filters on Tasks List
- With the implementation of the ability to add tax year/return type when creating tasks, our team made it possible to view tax year/return type columns and filter them.