AI memories and partial payments
Briefcase now learns your internal conventions automatically, and you can reconcile invoices that aren’t paid in one go.
Raise sales invoices in Briefcase Ledger
Create and send sales invoices from the Sales inbox, and record payments on account when money doesn’t line up one-to-one with an invoice.
Aged reports in Briefcase Ledger
Aged creditors and aged debtors reports, an updated journal report, and a set of bank account improvements.
Automated accrual expenses for Briefcase Ledger
Briefcase Ledger now suggests month-end accruals for recurring expenses, ready for you to review and post.
Daily proration of prepayments / deferred income
Prorate prepayments and deferred income on a daily rather than monthly basis, with a business-wide default and per-item overrides.
Mileage claims, prepayments and deferred income
Add and track employee mileage claims on web and WhatsApp, track prepayments and deferred income with automatically drafted amortisation schedules in Briefcase Ledger, and set opening balances for your bank accounts.
Added support for non-depreciable fixed assets
Add non-depreciable fixed assets, such as land, to the Briefcase fixed asset register for tracking purposes — and Briefcase will automatically detect them from invoices too.
Export working papers and import fully amortised schedules
Export a closed working paper to Excel — every reconciliation schedule and the evidence behind it — and add prepayment, deferred income and fixed asset schedules whose amortisation or depreciation has already been fully posted.
File VAT returns directly to HMRC
Submit VAT returns for sole traders and landlords straight to HMRC, tag clients with custom labels in billing, and autodetect prepayments and deferred income from multi-line invoices.
Request paperwork in Briefcase Ledger
Request bank statements and invoices from clients, bulk import deferred income from a CSV, and restrict who can forward emails to Briefcase.
Bulk import prepayments
Import multiple prepayments at once by uploading a CSV. Briefcase validates every row, flags errors, and creates each prepayment ready for review.
Introducing Working Papers
Complete your entire month-end, quarter-end or year-end close inside Briefcase, with no spreadsheets: post outstanding transactions and adjustments, reconcile every balance sheet account, and close the period.