Workspace & teamBilling & paymentsProjects, tasks & timeProposals & contractsClients & CRM
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.
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
- Where to find it
- Settings
- Team & seats
- Invite; a member
- Permissions
- Plans
- Every plan
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
- Invoices
- add billable time; Projects
- project details
- Plans
- Every plan
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
- Expenses
- Add expense
- Scan invoice/receipt
- Plans
- Specialist and up
- Learn more
- Expense trackingExpenses tutorial
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
- Proposals in the sidebar; Settings
- Proposals
- Plans
- Every plan
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
- Notes in the sidebar; Clients
- a client
- Notes
- Plans
- Every plan
- Learn more
- Workspace AIFiles and notes
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
- Notes
- note menu
- Share
- Plans
- Every plan
- Learn more
- Files and notes
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
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