Banking and payments

Open Banking: New banks being piloted (FI) 

• Säästöpankki 
• OmaSP 
• Alisa
• S-Pankki
• Revolut
• Holvi

Salary payments via Open Banking  (FI) 

Payroll payments can now be sent directly through the connected bank using Open Payments. Individual salary payments are tracked throughout the payment flow and automatically marked as paid once confirmed by the bank. 

Read more

Warning for payments scheduled on non-banking days

Briox now warns users when a payment date falls on a weekend or bank holiday, allowing the date to be adjusted to the next banking day before the payment is sent, as all banks do not automatically reschedule payments to banking days.

Activity log for payment methods

To improve traceability and auditability, all changes to payment methods are now logged in the activity log, including:

• creation
• edits
• activation/deactivation
• card additions/removals

Banks supporting international payments

Open Payments now indicates which connected banks support SEPA and international payments and displays this information directly in the user interfaceI.

Project tracking is now visible in the journal edit view in Banking

The Project tracking field is now shown in the journal header when editing vouchers in the Banking modal, aligning the view with the standard journal edit experience.

Receipt automation

Save as drafts or post automatically from incoming documents 

Users can now choose how fully matched receipts from Incoming documents should be handled:

• No automation (default)
• Save as drafts
• Post automatically

Automation is only triggered for full matches. Receipts with partial matches or no matches continue to require manual handling.

To ensure large transactions are always reviewed manually, a high-value safeguard blocks automatic drafting and posting.

A new automation setting has been added under:

Settings - Accounting - Automation for Incoming Documents 

Automatic processing of journal matches in Banking 

Bank transactions can now be automatically reconciled when Briox finds a perfect match against:

• an existing journal
• a draft
• or a template

Automation can be enabled separately for each source type. Transactions that are not exact matches still require user review.

A new automation setting has been added under: Settings - Accounting - Automation for Banking

Read also about automation for for customer and supplier invoices in banking.
 

Highlight tolerated differences in matched bank transactions 

As we allow matching journals, drafts and templates with a tolerated difference on amount, we now clearly highlight this difference on matched transactions in Banking so that small differences never slip through unnoticed and create unexplained gaps in your accounts.
 

Customer & supplier invoices

Household e-invoices with ROT/RUT/Green deductions (SE)

Briox e-invoices via Crediflow now carry the household tax-deduction fields as required: the tax authority's portion is sent as a Prepaid Amount, so the e-invoice shows the customer only what they owe after the deduction.

Rest invoices (when Skatteverket rejects a deduction) correctly bill the customer for the full amount. A household note is added to the invoice free-text field explaining the deduction. 

This enables compliant electronic invoicing for household services in Sweden.

Fixed: Correct hour allocation in mass invoicing 

When mass invoicing from Time management includes a week spanning two months, hours are now allocated correctly between the months.

User Rights and Roles  

We have ve improved user access rights and role management in Briox. Administrators can now:

• assign role templates to existing users
• create role templates from existing user access rights
• copy access rights from one user to another
• add translations to custom role templates 
  Note that this is not yet supported in the  Briox predefined role templates.

These improvements make it easier to standardise user setups and give users the correct access with less manual work.

Read more about giving users access rights.
Read more about role templates.

Incoming documents

Dedicated account for own expenses (SC-33785)

Accountants can now configure a dedicated account for booking clients’ own expenses.

The selected document type is now preserved (SC-28189)

Documents uploaded to Incoming documents are now saved using the document type selected by the user, instead of being automatically reclassified as a receipt or supplier invoice.

Activity log for automated receipt processing (SC-32567)

When a receipt is automatically processed in Incoming documents — including matching and booking — the action is now recorded in the activity log, making it easier to see what the system processed automatically.

Improved document navigation in Incoming documents (SC-32947)

Users can now move through the various incoming document tabs using First/Previous/Next/Last navigation without returning to the document list.

Users also see their current position in the filtered list (for example “3 of 12”).

After processing a document, the view automatically:

• Automatically advances to the next document after Save/Post
• Back to list button with preserved filters and sorting
• navigation limited to the currently filtered document set

Navigation also respects the user’s selected sorting order.

Preview documents as you work

Hover preview thumbnails for PDFs and images (SC-29155)

Users can now preview attached PDFs and images directly by hovering over the attachment icon.

The preview opens in a movable popover with:

• PDF or image thumbnails
• click-to-pin behaviour
• click outside to close
• remembered popover position after dragging

The feature is now available in:

• Banking → Reconcile
• Incoming documents
• Archive
• Supplier invoice list

Grid view in Incoming documents (SC-31530)

Incoming documents now supports a new grid view alongside the traditional list view.

The thumbnail-based layout makes it easier to recognise and process receipts visually instead of scanning text rows.

Additional improvements include:

• app metadata displayed directly on each card
• click the image to open the coding view
• automatic routing to journal or supplier invoice views

The grid view is enabled by default on the Other tab.

Integrations

Fortnox Migration Tool released (SC-30397, SC-34509)

Customers in Sweden can now migrate from Fortnox using a self-service wizard available under:

Accounting → Import → Migrate from Fortnox

The migration supports two methods: a direct API connection to Fortnox, or manual upload of SIE4 and CSV exports. Briox imports the data in the correct sequence, including:

• chart of accounts
• cost centers
• projects
• opening balances
• journals
• suppliers
• items
• customer register
• linked documents (journal attachments)
• company information (API only)

A summary page provides an overview of the imported data after completion.

Note: Customer and supplier invoices are currently not included in the migration scope.

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Lerry.ai integration (Sweden)

Briox can now be accessed directly from Lerry.ai.

Lerry automatically extracts SIE data, enabling accounting agencies to run the audit engine across all their Briox clients more efficiently.

Note: The old financial statements generator has been removed