Sales transactions and one-off prepayments

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

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

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

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

1. Upload your invoices
2. Briefcase will run prepayment AI agent in the background
3. If invoice qualifies 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