All Updates
Update
Adding expense claims and supplier VAT number verification
Generate expense claims directly from invoices and automatically verify supplier VAT numbers through HMRC.
Expense claims
Users can now create expense claims directly from invoices, grouping multiple invoices into a single claim for an employee, then publishing directly into Xero.
How it works
- Select relevant invoices and click "Expense claim" on the bottom of the screen
- Assign relevant contact, creating new contacts by typing the name and clicking "Add [Name]" button
- Navigate to the "expense claim inbox" in the left menu and publish it
- Expense claim is now available as new invoice in "Bills to Pay" section in underlying Xero connection
This feature is currently available for Xero, with support for QuickBooks coming soon.
VAT number validation with HMRC
The platform now includes VAT number extraction during invoice processing. The VAT number is automatically extracted and verified via the HMRC API to confirm supplier VAT registration status, improving accuracy in VAT rate determination.
Other shipped features
- Default publishing destination for QuickBooks — Users can set a default publishing destination for QuickBooks clients within client settings
- Line item quantities fix — Resolved an issue ensuring line item quantities are correctly stored in Xero when publishing multi-line invoices