Deferred revenue automation

Briefcase has launched deferred revenue automation for Xero and QuickBooks clients, building on existing prepayments functionality to streamline financial close workflows.

1. Upload sales invoices via existing channels (web upload, WhatsApp, or email forwarding). For current clients, sales invoice processing must be enabled; new clients have this enabled automatically.
2. Automatic Detection — The deferred revenue AI agent reviews uploaded invoices and identifies eligible deferred revenue scenarios.
3. Review and Publish — Users examine the proposed revenue recognition schedule. Once published, Briefcase posts recurring journal entries at each period end.
4. Maintain Control — Users can reverse journals, adjust amounts, or archive schedules at any time.

All active schedules appear in a dedicated tracker where users can compare Briefcase's calculated remaining balance against actual deferred revenue liability balances in their accounting system.