# June 2026: fine-grained team access, receipt scanning and notes that work like documents > Limit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI. Canonical: https://workspace369.com/changelog/2026-06-30-june-2026-roundup/ Last updated: 2026-10-31 Workspace & teamBilling & paymentsProjects, tasks & timeProposals & contractsClients & CRM Limit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI. ![Cut-paper illustration: a shield with a keyhole, a long receipt and an open notebook with a ribbon bookmark.](https://workspace369.com/images/release-notes/2026-06-30-june-2026-roundup/hero.webp) ## Invite teammates quickly and limit them to their own clients Switch a team member from Full book to Scoped and they see only the clients assigned to them: those clients' records, conversations, tasks, calendar and time. Financial dashboards stay hidden from them, which suits contractors and account managers. Adding a team member also has its own focused screen now, separate from editing what they can do afterwards, so invites are quick and clear. - Full book or Scoped access per member - Scoped members only see assigned clients' work - A separate, simple invite screen Invite a teammate into a free seat and limit them to chosen clients from the invite screen. Example data. Where to find it 1. Settings 2. Team & seats 3. Invite; a member 4. Permissions [Open in the app](https://app.workspace369.com/settings/team-members) Plans Voyager and up Learn more [Client-scoped access](https://workspace369.com/features/client-scoped-access/)[Invite your team tutorial](https://workspace369.com/tutorials/invite-your-team/)[Team access and permissions](https://docs.workspace369.com/v/2026.3/admin/team-access-and-permissions/) ## Bill tracked time on an invoice in one step Turn billable time entries into invoice lines in one step, and unbill them if you change your mind. The time keeps its client and project context. Projects with an hours budget show how much of it is used, so you see a project running over before the invoice does. Where to find it 1. Invoices 2. add billable time; Projects 3. project details [Open in the app](https://app.workspace369.com/invoices) Plans Every plan Learn more [Time tracking](https://workspace369.com/features/time-tracking/)[Time tracking and invoicing](https://workspace369.com/solutions/time-tracking-and-invoicing-software/)[Time tracking tutorial](https://workspace369.com/tutorials/time-tracking/) ## Scan a receipt and get the expense filled in Take a photo of a receipt (large ones are compressed) or choose a PDF up to 30 MB, and the expense is pre-filled with vendor, date, amount and type. Scanning counts toward your plan's AI usage. Break an expense into line items with tax, from a scan or by hand. Totals add up automatically, and you can override them. - Photo, or a PDF up to 30 MB - Vendor, date, amount and type pre-filled - Editable line items with tax Where to find it 1. Expenses 2. Add expense 3. Scan invoice/receipt [Open in the app](https://app.workspace369.com/expenses) Plans Specialist and up Learn more [Expense tracking](https://workspace369.com/features/expenses/)[Expenses tutorial](https://workspace369.com/tutorials/expenses/) ## Proposals get their own home Proposals have their own place in the sidebar, separate from Invoices, with a list of every proposal and a Proposals tab on each client. Set workspace-wide defaults for design, terms and notes, and manage your proposal templates in one place. Where to find it 1. Proposals in the sidebar; Settings 2. Proposals [Open in the app](https://app.workspace369.com/proposals) Plans Every plan Learn more [Proposals](https://workspace369.com/features/quoting/)[Proposal software](https://workspace369.com/solutions/proposal-software-for-agencies/)[Proposals tutorial](https://workspace369.com/tutorials/proposals-step-by-step/) ## Notes with rich text, images and AI on the page Write notes with rich text, smart paste, images, files and GIFs. Select some text and use the AI toolbar to rewrite it, shorten it or continue it. AI help counts toward your plan's AI usage. It is the same editor everywhere notes live, including each client's Notes tab, where you can keep several notes with mentions and folders. Where to find it 1. Notes in the sidebar; Clients 2. a client 3. Notes [Open in the app](https://app.workspace369.com/notes) Plans Every plan Learn more [Workspace AI](https://workspace369.com/features/ai-chat/)[Files and notes](https://workspace369.com/features/files/) ## Share notes with teammates or publish one as a public link Share a note with specific people as a viewer or editor, find notes others shared with you under Shared with me, and add comments. Deleted notes can be restored from Trash. Publish a note as a public link you can turn off at any time. Where to find it 1. Notes 2. note menu 3. Share [Open in the app](https://app.workspace369.com/notes) Plans Every plan Learn more [Files and notes](https://workspace369.com/features/files/) ## Quick answers Can I limit a team member to only their own clients? Yes. Switch a team member from Full book to Scoped and they see only the clients assigned to them. Financial dashboards stay hidden from them. It works on Voyager, Specialist, Commander and Enterprise, the plans with room for teammates. Can I turn tracked time into invoice lines? Yes. Turn billable time entries into invoice lines in one step, and unbill them if you change your mind. The time keeps its client and project context. Which plans can scan a receipt into an expense? Specialist, Commander and Enterprise. Take a photo or choose a PDF up to 30 MB and the expense is pre-filled. Scanning counts toward your plan's AI usage. Can I share a note as a public link? Yes. Publish a note as a public link and turn it off at any time. You can also share a note with specific people as a viewer or editor. ## Related updates - [![Cut-paper illustration of an upright teal paper folder with a sage inner tab, four blank sheets fanning out of it, a white paper clip and a short amber paper chain, beside a render of a coaching program's Resources tab listing a PDF and links.](https://workspace369.com/images/release-notes/2026-11-07-program-resources-and-calendar-full/hero-800.webp)November 7, 2026**Share files and links in a program, and see Calendar full by coach**](https://workspace369.com/changelog/2026-11-07-program-resources-and-calendar-full/) - [![Cut-paper illustration of a teal paper wallet with two blank pass cards fanned out, a pale paper ribbon looping around it and an amber ticket stub, beside a render of the membership editor with Bill through set to Square.](https://workspace369.com/images/release-notes/2026-11-07-square-for-memberships/hero-800.webp)November 7, 2026**Sell memberships through Square, and handle Square members’ requests**](https://workspace369.com/changelog/2026-11-07-square-for-memberships/) - [![Cut-paper illustration of a blank payment card whose two paper ribbons fork into two coin jars, an amber coin dropping into one, beside a render of a service's Payments and deposits settings with Pay with set to Square.](https://workspace369.com/images/release-notes/2026-11-06-take-payments-with-square/hero-800.webp)November 6, 2026**Take payments through your own Square account**](https://workspace369.com/changelog/2026-11-06-take-payments-with-square/) [All release notes](https://workspace369.com/changelog/)[Subscribe to the feed](https://workspace369.com/changelog/feed.xml) ## June 2026: fine-grained team access, receipt scanning and notes that work like documents, in your own workspace Start your free trial on Specialist, then find it under Settings. [Request a demo](https://workspace369.com/contact-sales/) 14-day free trial. Card required. After the trial: $149/month for Specialist. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.