Enhanced privacy controls for invoices and billing
31 October 2026
We have significantly tightened data privacy across the platform. Staff members without financial permissions will no longer see invoices, billing details, or related communications.
Improved
- Invoices: Staff without invoice permissions are now completely restricted from seeing billing details on tasks, invoice line items, overdue alerts, and invoice-related emails in the client communication history.
- Proposals: Added strict permission checks to ensure team members can only see client proposals they are specifically authorized to view.
- Compliance: Restricted the visibility of compliance usage data so it can only be accessed by authorized firm administrators and staff.
Fixed
