1. Getting Started

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Briefcase demo & training video (8 mins)

Demo_100325.mp4

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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

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
• How to manage multiple entities with WhatsApp integration

2.2 Email Forwarding

When you connect a client to Briefcase, a unique Briefcase email address is automatically generated. You can find it by opening the client account and checking Client Settings on the left navigation bar.

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Example: [email protected]

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• Forward Emails: Send any emails with invoices or receipts directly to this address. Even if there are no attachments, Briefcase will convert the email body into a PDF for processing. Any duplicates or non-transactional documents are automatically routed to your Archive.
• Pro Tip: Set up automatic email forwarding in your email service (like Gmail or Outlook) to send relevant emails to your Briefcase address automatically.

2.3 Web Upload

When logged into Briefcase, you can select a company and upload invoices and receipts from your desktop by clicking the ‘Upload documents’ button.