Accounting & Journals

Transfer journals between financial years

• Manual journals can now be transferred to another financial year when using the Change functionality: change the journal date and post
• A confirmation dialog guides the process, including the options to cancel the original journal
• Journals can also be copied to another financial year

Insert rows and drag & drop in journal view

• Reorder journal rows using drag & drop
• Insert new rows above any existing row using the insert icon
• The bin icon now deletes the row instead of just emptying it

Change journal series on drafts

• Journal series can now be changed on drafts and copied journals
• Useful when the wrong series was selected

Show drafts across financial years

• Drafts are now visible across all financial years in the voucher list
• The date picker automatically expands to include all financial years when filtering drafts
• Opening a draft from another year automatically switches the financial year

Post payroll journals to previous financial year

• Payroll journals can now be posted with a date in the previous financial year
• Requires Manual entry to be enabled on the payroll series

Account activation across financial years

• Activating an account in a previous financial year now also activates it in the current year

Account Reconciliation

Sorting & filtering

• Sorting added to all columns in both account and transaction lists (date, amount, journal number, etc.)
• New filter to display both reconciled and unreconciled transactions
• Added from-date filter for more precise date selection

Link documents to accounts

• Documents (e.g. bank statements, contracts) can now be linked directly to balance sheet accounts as supporting evidence

Show accounts as summary

• Select accounts to be displayed as a summary in the balance specification report directly from the reconciliation view

Transaction and account comments

• Add comments to transactions and accounts
• Comments can be included in the balance specification report

Improved difference display

• When there are no open transactions, the difference column now shows “–” instead of a value
• When balances match, the difference is shown in black
• Red highlighting is now only used for actual unexplained differences 

Read more about the Account reconciliation feature: Account Reconciliation

Balance Specification Report

New display options

• Show or hide columns such as transaction date, journal description, transaction info and journal number
• Display transaction and/or account comments as a separate column
• Toggle summary view for selected accounts
• Option to include profit & loss for the financial year (Finland only)
• Available both in the standalone report and Report Generator

Bug fixes

• Corrected sign handling for liability accounts (sc-22933)
• Fixed Excel export: values are now in the correct columns with proper headers (sc-6049)
• Fixed PDF export for reconciliation report (sc-31219)

Read more about the Balance Specification Report: /hc/en-us/articles/360009847580

Banking

Rule-based auto-matching for journals and drafts

• New fuzzy matching settings:
  • partial description matching
  • date tolerance
  • amount tolerance
• Exact matching is always attempted first, with rule-based matching as fallback

improved automatching for recurring references

• Improved matching of transactions to invoices with shared reference numbers
• Matching priority: exact amount → closest amount → oldest invoice
• Applies to both customer and supplier invoices

Date filter in Reconcile Bank Transactions

• Added date range filter on the Briox side to filter invoices and journals

Cross-year batch processing

• Process matched invoices and journals across multiple financial years in a single batch
• Confirmation dialog shown when cross-year transactions are included
• Financial year switching handled automatically

Open Banking: Ålandsbanken and Lunar

• Ålandsbanken fully supported in Finland
• Lunar added with import support
• Payments for Lunar not yet supported (clearly indicated in UI)

Various UI improvements in Reconcile Bank Transactions

Read more about Banking in Briox: https://help.briox.fi/hc/en-us/categories/8277391685276-Banking

Payroll (Palkkaus.fi)

Improved account handling

• Added default account mappings for the Palkkaus chart of accounts 
• If no default accounts are configured, Briox will use accounts provided by Palkkaus.fi
• Applies as long as the accounts exist in Briox and are active
   

Read more about Payroll in Briox: https://help.briox.fi/hc/en-us/articles/7411971355420-Get-started-with-payroll-using-Palkkaus-fi

Invoicing & Payments

Fixed reference numbers on suppliers

• Suppliers can have a fixed reference/OCR number applied automatically on new invoices
• Useful for recurring payments (e.g. VAT, rent)

Fixed reference numbers on customers

• Customers can have a fixed payment reference that overrides generated OCR numbers

Fixed reference numbers on recurring invoices

• Contracts can define a fixed reference number for all generated invoices

Read more about recurring invoicing: https://help.briox.fi/hc/en-us/sections/360000688291-Reccuring-Invoicing
 

Crediflow: PEPPOL e-invoice fix (SE)

• Invoices with deduction rows (negative amounts) now pass validation and can be sent 

Autocomplete performance improvements

• Improved autocomplete speed in the invoice list for large datasets
• Fast response times are ensured for companies with more than 10,000 invoices.

Tax & Compliance

Form 5 update 

• Added missing question regarding dwelling-related expenses with input fields

Read more about the income tax return generator: About the income tax return generator

Reports

Item Statistics report improvements

• Displays customer/supplier number and name per item
• Grouping by item and contact
• Added filters for customer/supplier number intervals

Updated report headers (sc-26631)

• Cleaner and more consistent headers across all reports
• Removed:
  • “Printed by”
  • “Last journals in series”
• Updated:
  • “Printed” → “Generated” with timestamp
• Header metadata reorganized for better readability

Administration

Owner setting during client activation

• Agencies can now assign the Owner role to  the end user during activation
• Removes need for manual setup afterwards

Read about the owners’ rights: https://help.briox.fi/hc/en-us/articles/25502932510492-The-company-owner-right