💼 Product Update — 24/02/2025

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.

Expense Claims 🧾 

You can now create expense claims directly from invoices. Group multiple invoices into a single expense claim for an employee. Once created, the expense claim can be published directly into Xero.

How it works

1. Select relevant invoices and click Expense claim on the bottom of the screen

   

2. Assign relevant contact, you can create new contact by typing the name and clicking Add “Name” button

3. Navigate to the expense claim inbox in the left menu and publish it

   

4. Expense claim is now available as new invoice in Bills to Pay section in underlying Xero connection

Note: This feature is currently available for Xero, with support for QuickBooks coming soon.

VAT Number Validation with HMRC ✅ 

We’ve enhanced our invoice processing to include VAT number extraction. During processing, the VAT number is automatically extracted and verified via the HMRC API to confirm that the supplier is VAT registered. This verified status is then used during the VAT assignment task, leading to more accurate VAT rate determination.

Other things that we’ve shipped 🚢

• Default Publishing Destination for QuickBooks: You can now set a default publishing destination for QuickBooks clients within the client settings.

• We’ve resolved an issue to ensure that line item quantities are correctly stored in Xero when publishing multi-line invoices.

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