💼 Product Update — 30/6/2025

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.

Sales transactions

Briefcase now automatically detects and processes sales transactions:

1. Enable Sales transactions for a client. Go to Business settings → Sales transactions

2. Upload documents via web, email or WhatsApp

3. Briefcase triages each upload into the correct bucket

Once a document is classified as a sales transaction, Briefcase processes it end-to-end, including data extraction, categorisation, VAT compliance and line-item splits, exactly like cost transactions.

Switch between Sales ↔ Cost transaction

To move existing transaction in between Sales ↔ Cost inbox, open a transaction → click Move to → confirm → system will reprocess the document.

Note: Sales transactions are available now for Xero clients. QuickBooks support is coming soon.

One-off prepayments

Briefcase now automatically detects one-off prepayments such as purchased flight tickets, accomodation or event tickets.

How it works:

1. Upload your invoices

2. Briefcase will run prepayment AI agent in the background

3. If invoice qualities as prepayment, it will decide if it’s recurring or one-off prepayment

4. For one-off prepayments we offset full amount at the beginning of the period and then release it at the end of the schedule. Journals with 0 amount are not posted to the ledger

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