New in Briox

The Client Overview

The Overview is you new landing when working in the client manager. It strives to offer you, in a glance, an overview of the clients you have in Briox and the status of their accounts; it also brings to the surface the functionality you most often use, aiming to drastically diminish the number of clicks when working with your clients.

Quick setting, sums and Filters also help administrators gain an overview.

 Read more here.

Please note:

When creating the Client overview, we created a new  company viewing right for the Client manager. This right enables consultants to see all the companies in the client manager or none. This way the administrators can control what each consultant sees by limiting consultants to the overview.
However if the new right is not ticked on your consultants, they will not be able to see any companies in the Client Manager under Companies.

They will however be able to see them in the Client Overview!

Search on a limited period in the invoice lists

To help you find the invoices you are looking for and limit your search, a period filter looking at the invoice date, has been added to the following invoice lists.

• Supplier invoices
• Incoming supplier invoices
• Customer invoices

Read more here. 

The Account information field is visible in more places 

When the Account Information field is active it will also be visible:

• In the report Chart of accounts - List 
  
• In the registry view of the chart of account 

Read more here. 

More email notifications

To the already existing notifications you can get from Briox we have added the following:

• supplier invoices to be reviewed (level 1 & 2)
• supplier invoices ready for payment
• Incoming documents to linked documents (Inbox, Supplier Invoice & Journal support)

Read more here. 

Archive: Trusted Senders

A new functionality has been added to the document Archive to heighten security. The system administrator or application administrator can now mark certain senders as trusten and ban others form mailing documents to their archive.

Read more here.