If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
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Good morning, We will charge clients for various out-of-pocket costs, such as computer fees, parking, etc. In addition, we may front certain taxes and fees for a client and then get reimbursed. Our c… (View Post)
The font size is too small, especially in the notes and terms and conditions sections. Allow word processing functions in these sections. (View Post)
Provide the ability to compute a service charge on unpaid invoices based on the invoice terms and add the amount to the client's outstanding balance due. (View Post)
Please provide the ability to add client expenses and costs which need to be billed to the client. There should be an ability to add the cost item in the same manner that time is entered. We were adv… (View Post)
Please provide the option in saved time to see only your saved time for the current day and not for the firm as a whole. If you use a filter to see this information, you are required to re-filter thi… (View Post)