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November 2022

  • Updated
  • ~ minute read

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The following release notes are up to date as of November 30, 2022.

 

Workflow

💼 Tax Fields on Tasks

  • 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!

Document Management

odrive logo odrive Integration

  • We released the odrive integration to provide a way for current odrive users to connect to Canopy directly through odrive's site.

🐸 eSign: Jump to Next Signature Field

  • 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!

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⛙ Letters: Merge Custom Fields

  • 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

Document Management

🔆 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.

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🧾 Add Billable Amount Metric

  • We made the Billable amount metric available on the Time Entries dashboard.

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Mobile

⏲️ Start Timers on the Dashboard

  • Our team released the option to start timers easily from the Dashboard of the mobile app.

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❗️ Updated Task Priority Icons

  • To stay consistent across all platforms, Canopy updated the priority icons to match how they look on the website!

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🔁 Resend eSign Requests

  • We released the ability to resend eSign requests from the app with just a tap!

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Workflow

👨‍👦 Parent Task Name Column

  • Our team released a parent task name column that is visible on subtask line items within the Tasks List!

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📝 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.

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