Granular user permissions

Briefcase introduced a new permission system enabling precise control over team member and client access levels.

Transaction: View all transactions, View own transactions only, Publish transactions, Delete transactions

Document: Upload new documents

Expense Claims: View all expense claims, View own expense claims only, Create new expense claims, Publish expense claims to ledger, Delete expense claims

Prepayments: View all prepayments, View own prepayments only, Create new prepayments, Publish prepayments, Delete prepayments

Bank Statements: View all bank statements, View own bank statements only, Delete bank statements

Business Settings: Update business settings

• Admins: Manage all user permissions and send invites
• Users: Invite new users and set their permissions

• Grant clients read-only document access
• Allow employees to manage only their own expense claims

• Bugfix for duplicate detection when purchase number extraction is enabled
• Bugfix for duplicate detection when issue dates and payment dates differ