Release notes

As we prepare to deliver company billing early next year, we’re making it easier to manage billing items.

The new “Create and manage customers and companies” privilege allows employees to manage customers as well as companies. Read more about this update below.

Before, when selecting privileges for an employee, you needed to separately select “Create and manage companies” and “Create and manage customers.”

Now, these two privileges have been merged into one called “Create and manage customers and companies.” This lets you manage customers and companies so you can enable users to invoice both.

Regarding the existing privileges:

• Anyone who had permission to manage companies can now manage customers.
• Anyone who had permission to manage customers can now manage companies.  

Learn more about setting up or removing workplace privileges here.