1. Getting Started

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Briefcase demo & training video (7 mins)

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1.1. Tips & Tricks

How to create new ledger codes directly in Briefcase
How to convert an invoice from single to multi-line
How to use two-way ledger sync in Briefcase
How to bulk edit invoices
How to upload multiple invoices in one file
How to toggle between light and dark mode?

1.2. AI Autopilot :wand-magic-sparkles:

Briefcase has now launched AI Autopilot which uses a robust set of deterministic checks to determine whether AI can publish transactions straight to your ledger, with no human intervention or need for manual configuration.

How does AI Autopilot work?
What guardrails are in place?

2. Uploading Documents

2.1 WhatsApp Integration

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Briefcase WhatsApp integration tutorial (3 mins)

Briefcase<>WhatsApp.mp4

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How to set up WhatsApp integration — step-by-step guide