This release brings significant improvements to Banking and the Report Generator, with new features developed directly from customer feedback.
 

Banking Improvements 

Several small usability improvements have been implemented to make daily work smoother and more efficient.

• The Process transaction view has been renamed Reconcile bank transactions.

• The search function now applies to both sides of the view or to a selected side only. When excluding a side from the search, your current search value is now preserved and displayed as a tag next to the column header. The tag can easily be cleared to return to the full list.

  

• A new date filter allows you to filter bank transactions by period (for example, by month).
• Matched transactions are now saved chronologically, ensuring they are posted in the same order as in the bank statement.
  Read about reconciling bank transactions.

Report generator improvements  

General improvements

• Report titles now have a consistent size across all reports.

• As these reports are often very brief, List of Used Journal Types and Accounting Reports and Report Method of Storage have been combined into a new report: Journal Types and Method of Storage.
  The original separate reports are still available if needed.

Improvements to the Notes report:

• Notes can now be moved to the desired position within the report.

• Two new notes have been added with values retrieved directly from accounting:

  • Changes in Equity

  • The Board’s Proposal for the Use of Distributable Unrestricted Equity

• You can now create custom notes by selecting Other in the first note.
  
  Read more

Cover page improvements

• A new template has been added:  Traditional.
• Variables for company information and financial year are now available in the template.
• Bold and Italic formatting options are now available in all template fields..
   

The signatures report

• New option to display signatures in two columns.
• New option for digital signatures.
• New option to specify wether the company has an Auditor.

Other improvements

• A new default filter in the supplier invoice list : pending action, allows you to quickly view invoices that require attention.
• Improved duplicate invoice detection: spaces in reference numbers and invoice numbers are now ignored.
• IBAN and BIC are saved in the interpretation result so that Briox can automatically create suppliers in Finland.  
• IBAN and BIC are now required fields to ensure payment information is complete from the start