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

Banking Improvements 
 

Usability improvements in Banking: Reconcile bank transactions

Several usability improvements have been implemented to make daily work smoother and more efficient.
The view also loads significantly faster and the transaction limit has been raised to 500.

• 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).
  The date filter is empty by default and will remember you selection for the session.
  If you want to clear our selection and see all transactions click Reset.
  
  
• Matched transactions are now saved chronologically, ensuring they are posted in the same order as in the bank statement.
  Read about reconciling bank transactions.
   
• Journal drafts improvements

  • Journal drafts are now displayed in the Process transactions view in Banking when they include at least one row for the bank account being reconciled.

  • Drafts without amounts are also shown and can be used as placeholders. Briox will use the data from the bank transaction to create the journal as long as there are 2 accounts in the draft. 

  • Matching a draft opens it directly in manual coding, where the journal can be reviewed and edited.

New settings: Automation for banking 

The Banking match settings have been moved from the main menu under Banking - Import account statements to their own section under Settings - Accounting - Automation for Banking

The new Settings page has been reworked to make options easier to understand and configure.

New parameters for Banking Template 

You can now configure two new parameters for auto-matching banking transactions to templates.

• Entry definition codes  
• Transaction type: Withdrawal or Deposit 
  
  

Reconciliation status in the transaction list                        

In the transaction list in Banking, a column next to the account statement amount shows how each transaction is posted to the bank account in the general ledger.

This provides a quick overview of the reconciliation status without opening each transaction.

Control over the automatic reconciliation of journals in Banking                                          

You can now turn off automatic reconciliation for journals created directly in banking, giving you full control over wether journals are reconciled automatically or not.
You find the Setting under: Settings - Accounting - Automation for Banking, Journal Matching.

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.

• Balance sheet report (FI): You can now disable the checkbox include profit and loss total in the report generator.

Improvements to the Notes report (FI only)

• 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.

• Crediflow status tracking (SE only)  ou can now see the delivery status of e-invoices sent through Crediflow directly in the invoice list in Briox.