Product update — 25/11/2024 🆕

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.

Create new account codes through Briefcase 🆕

Need a new account code in your client’s chart of accounts? With Briefcase, you can now create new accounts directly within the platform. Once added, the account is automatically synced with Xero and immediately ready to use in Briefcase.

Two-way sync between Briefcase and Xero ↔️

Updating published invoices in Briefcase has always been simple: open, modify, and hit update.

Now, we’ve taken it a step further. With two-way sync, any changes made to invoices in Xero will automatically reflect in Briefcase, eliminating the risk of mismatched data.

Syncing the latest invoice data from Xero keeps Briefcase accurate and up-to-date while improving our AI learning capabilities by ensuring our model continuously updates to reflect the most current transactional data.

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