Apr. 15, 2025 - Updated Invoice Permissions & QuickBooks Journal Import

🚀 What's new?

🧾 Updated Invoice Permissions

We’ve refined invoice permissions to give you more control and flexibility over who can manage invoices in different states. The previous “Edit Invoices” permission has been split into three separate permissions:

  • Create and Edit Draft Invoices — allows creating new invoices and editing drafts.
  • Edit Approved Invoices — allows editing invoices that have already been approved.
  • Edit Outstanding / Paid / Void Invoices — allows modifying invoices outstanding, paid or voided ones.

This change helps organizations better control financial data access and maintain audit consistency.

To review or update permissions, go to Organization › Settings › Access Levels ↗

💼 QuickBooks: Import Journal Transactions

A new setting has been added to the QuickBooks integration - Import Journal Transactions.

When enabled, Metric AI will automatically import journal transactions from QuickBooks, giving you a more complete financial picture in your reports and dashboards.

Benefits:

  • Keep journal data in sync between QuickBooks and Metric AI.
  • Improve accuracy of profit, expense, and balance reporting.
  • Simplify reconciliation workflows.

To enable, go to Settings › Integrations › QuickBooks › Configure and turn on Import Journal Transactions.

What's New | Apr. 15, 2025 | Metric AI