MTD for ITSA in action — watch our webinar with Accountants Therapy. Watch now →
All Updates
Update

Line item categorisation & grouping

Briefcase now categorizes cost invoices at the line-item level with intelligent grouping based on historical preferences.

Line item categorisation & grouping

Briefcase now categorizes cost invoices at the line-item level. For invoices with fewer than 20 line items, each line item receives individual categorization.

Line item categorisation interface showing individual category assignments

The system has improved VAT rate and tracking category assignment at the line-item level.

Once categories are assigned, Briefcase intelligently groups line items based on historical preferences. Some invoices work best as a single grouped entry, while others benefit from keeping items separate.

Line item grouping interface showing grouped entries

The Autopilot feature remains conservative. The system only autopublishes when confident the transaction structure matches historical patterns.