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Automated line items

Briefcase automatically splits invoices/receipts into multiple lines based on their VAT rate.

Automated line items

Briefcase now automatically splits invoices and receipts into multiple lines based on VAT rates.

Automated line item splitting

Key features

  • When multiple VAT rates are detected in an invoice or receipt, the system automatically splits it into separate line items
  • Line items sharing the same VAT rate are consolidated together
  • Each line includes complete description, category classification, and VAT rate information

This eliminates the need for manual setup of supplier rules, manual line splitting, or additional user actions.

Line items with VAT breakdown

Transparency

You can hover over a magic wand icon beside any field to see the reasoning behind Briefcase's extraction decisions and how categorization or VAT rate determinations were made.