💼 Product Update — 13/10/2025

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.

Supplier statement reconciliation

Briefcase now automatically reconciles supplier statements with your transactions.

How it works:

1. Upload documents via email, WhatsApp, or web

2. Briefcase identifies and processes supplier statements automatically

3. Statements are matched against existing transactions (partial matches require confirmation)

4. New transactions auto-reconcile against unreconciled statements

5. Manual reconciliation available when no matches are found

Document merging

Combine multiple documents belonging to the same transaction.

Steps:

1. Select transactions in Costs inbox

2. Click "Merge"

3. Choose primary transaction – attachments from other transactions transfer here

4. Secondary transactions are archived with merge reference

Deleting Attachments

Allows users to remove attachments from any transaction using the trash button:

Prepayment journal VAT fix

Fixed: Prepayment journals now post with "No VAT" tax rate instead of inheriting the original invoice's VAT rate, preventing journals appearing on Box 4 reporting on VAT returns.

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