💼 Product Update — 29/9/2025

Welcome to our weekly product update. Each week, we highlight Briefcase’s latest features and AI improvements designed to make bookkeeping and accounting workflows simpler and more efficient. Here’s what’s new.

Granular user permissions

Control exactly what each team member or client can access and modify with our new granular permission system.

Here is a list of available permissions:

• Transaction

  • View all: Can view all transactions

  • View own only: Can only view their own transactions

  • Publish: Can publish transactions

  • Delete: Can delete transactions

• Document

  • Upload: Can upload new documents

• Expense claims

  • View all: Can view all expense claims

  • View own only: Can only view their own expense claims

  • Create: Can create new expense claims

  • Publish: Can publish expense claims to ledger

  • Delete: Can delete expense claims

• Prepayments

  • View all: Can view all prepayments

  • View own only: Can only view their own prepayments

  • Create: Can create new prepayments

  • Publish: Can publish prepayments

  • Delete: Can delete prepayments

• Bank Statements

  • View all: Can view all bank statements

  • View own only: Can only view their own bank statements

  • Delete: Can delete bank statements

• Business settings

  • Update: Can update business settings

Role capabilities:

• Admins: Manage all user permissions and send invites

• Users: Invite new users and set their permissions

Example use cases:

• Grant clients read-only document access

• Let employees manage only their own expense claims

Other things that we shipped

• bugfix to detect duplicates when purchase number extraction is on

• bugfix to detect duplicates if issue date and payment dates are different

That’s all for this week. Have any questions, ideas or feedback? Hit reply to this email and let us know.