Automated prepayments
Automatic prepayment detection and recognition scheduling. Upload invoices, review draft schedules, and publish for automatic journal posting.
Automated prepayments
Briefcase has launched its first workflow extending beyond standard bookkeeping functions: automatic prepayment detection and recognition scheduling.
When you upload invoices through email, web, or WhatsApp, the system performs extraction, categorization, and VAT compliance work. A new prepayment AI agent then analyzes transactions and drafts prepayment schedules, which you can review and publish for automatic recurring journal entry posting.
How it works
- Upload invoices or receipts via email, web, or WhatsApp
- Analysis occurs after bookkeeping workflow completion via the prepayment agent
- Draft scheduling is created and displayed in the Prepayments tab
- Review and publish the schedule for automatic journal posting
- User control remains with options to reverse entries, edit amounts, or archive schedules
Current limitations
Current prepayment detection functionality is restricted to Xero clients (QuickBooks support forthcoming), single-line transactions only, and monthly recognition schedules spread across multiple months. The system does not yet support one-time future-dated recognition scenarios.
