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🚨
We have moved our help centre! Please visit support.briefcase.so.
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1. Getting Started
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📺
Briefcase demo & training video (7 mins)
recording-683dd7cdd0b57caa833d778c.webm
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