Accounting Updates

Banking upgrades

More improvements to the banking functionality are being released:

• Banking with Templates: A new choice in the dropdown in the process transaction view enable you to use templates in banking. Set up the templates that are to be available for you to drop transactions on directly in Banking. Templates used in banking will automatically use the selected bank account as payment method in the journal created. Read more.
  
  
• Enabling Currency payments: You will now be able to process the invoices you have issued in foreign currency directly under banking.  Read more.
  
  
• A new row tool enables you to return bank transactions that have already been processed, or clicked away by mistake, to the process transaction view. Read more

Currency Log

A currency log has been created to store all currency rounding that maybe need to be carried out to enable a final payment of an invoice in foreign currency when the currency difference is smaller than 0,01 EUR. You find the log under: Reports - Activity log - Currency Log. Read more. 

Exchange rate gain and loss management 

Exchange rate gain and loss management is restructured in Briox.
Each one of our default accounts will now be dedicated strictly to Sales or Purchases.

The exchange rate difference account for sales, will be used on Customer invoices and the booking will be in Debit if it is a loss and in Credit if it is a gain 

The exchange rate difference account for purchases will be used on supplier invoices and the booking will be in Debit is it is a loss and in Credit if it is a gain.

You find these under Registry - Chart of Accounts - Default Accounts. 

A new chart of accounts is available (Finland only)

A new chart of accounts for Housing companies is available as standard in our Finnish environment.
Please mail us: support@briox.fi  if you have any suggestions for improvements.

Default account has been unlocked (Finland only)

The account for Services import from outside EU 24% (Credit) has been unlocked. 

This account is the same as Output VAT sales 24% (2982) but can be changed to any other account you wish. Please remember to set the correct VAT code on any account you choose: VAT 24% (301) - U1. You do this on the account in the chart of accounts.

API Updates

Public Integration Partners (Finland only)

eTasku & Luovu are now available as public integration partners directly under Settings - Licences & users - User - External Applications (Gear symbol in the end of the row).  This means that you can turn on the integration of your choice and generate a token at anytime.

The API has a new method

The api has a new method for retrieving contracts, including which contract number is connected to a specific customer: https://apidoc-fi.briox.services

Reports

EC Sales list upgrade and online submission in Estonia

The EC sales list has been upgraded to the new report generator in all countries.

In Estonia, the report can now be exported to the XML format requested by the Estonian Tax Office. For the Export to be possible a specific month must be chosen in the drop down. Read more.
Under: Reports - Reports - Accounting 

Quote / Order / Invoice List

The report Quote / Order / Invoice List has been moved to the new report generator.
The report has new viewing options, amongst others the possibility to display VAT,  Subtotals and Totals. We have also added more viewing options and parameters for ordering information.

Under: Reports - Reports - Registries and lists

Supplier invoice Number to the Invoice list (Estonia only)

In the invoices received list that accompanies the VAT report in Estonia, we now show the supplier invoice number instead of the previously displayed Briox invoice serial number. Read more about the fix and how you can enter an invoice number after an invoice has been posted.

Other

Electronic invoice status colour

To improve the readability of the invoice list regarding sent e-invoices, we have added a new colour coding scheme to offer a better overview of the various statuses of sent e-invoice:

Yellow colour indicates that the electronic invoice was received and is being processed by Apix.
Green colour indicates that the electronic invoice was successfully sent to customer via Apix.
Red colour indicates that sending the electronic invoice has failed.

The colours also adjust incase you have selected colour deficiency mode in the list menu.

Please note that this colour scheme is not shown historically on older e-invoices, and will only apply to new e-invoices sent after the 19.4 release.

Possibility to edit a file name

In both the Archive and Inboxes of the Linked Documents section, we have added a pen icon as a row tool to enable you to edit a file name once it has entered the Archive or inbox section of Linked documents. Read more.

Under: Archive / Linked documents inboxes 

New Languages in Briox

As we prepare to Launch in Latvia and Lithuania, the languages are now options in Briox and the program will gradually be fully translated to Latvian and Lithuanian.

Under Your Account - Language and Localisation 

Improved Search in the Registry

The improvements continue to spread throughout the program. Now we have improved the search for:

• Projects
• Assignments 
• Assistant Assignments   

Available Units 

Available units are now visible via the autocomplete as one selects items when registering Quotes, Sales Orders and Customer Invoices.