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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.

Cut-paper illustration: a shield with a keyhole, a long receipt and an open notebook with a ribbon bookmark.

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
Plans
Voyager and up
Learn more
Client-scoped accessInvite your team tutorialTeam 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.

Bill time dialog adding five billable time entries, grouped under the projects Website relaunch and Brand refresh, to draft invoice INV-1043, with Detailed or Hours only lines and a total at the bottom
Where to find it
  1. Invoices
  2. add billable time; Projects
  3. project details
Open in the app
Plans
Every plan
Learn more
Time trackingTime tracking and invoicingTime tracking tutorial

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
An expense's line items: printer paper, a toner cartridge and shipping envelopes with quantity times unit price, an Add line item button, the subtotal, 8% tax and the total
Where to find it
  1. Expenses
  2. Add expense
  3. Scan invoice/receipt
Open in the app
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.

Proposals list with search, sort, filter and a New Proposal button, showing proposals with their amount, status (Sent, Accepted, Draft or Declined), number, title and customer
Where to find it
  1. Proposals in the sidebar; Settings
  2. Proposals
Open in the app
Plans
Every plan
Learn more
ProposalsProposal softwareProposals tutorial

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.

A note with a title, a paragraph and a bulleted Next steps list, and an AI suggestion that rewrites the selected paragraph, with Try again, Discard, Insert below and Replace
Where to find it
  1. Notes in the sidebar; Clients
  2. a client
  3. Notes
Open in the app
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.

Share sheet for a note with Share and Publish tabs, a field to add people by name or email, the owner with Full access, one teammate who can edit and one who can view, and Copy Link
Where to find it
  1. Notes
  2. note menu
  3. Share
Open in the app
Plans
Every plan
Learn more
Files and notes

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.#
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.#

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June 2026: fine-grained team access, receipt scanning and notes that work like documents, in your own workspace

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