New Bokio features! Invoice reports and export trial balances
6th Apr 2020
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In our latest release, we have added new invoice reports so you can get a deeper understanding of the invoicing activity of a business. Plus, you can now export Trial balance reports to Excel, customise the To do list and some more exciting updates.
Launching invoice reports
Bokio’s new invoice reports give you a better understanding of your invoices. You can select which period of time you want to see, the sum that was invoiced, and the number of invoices. You can also filter for specific customers.
Export Trial balance reports
It is now possible to export a Trial balance to Excel from Bokio. You can do this in the General ledger report. It gives the balance for each account as a Debit or a Credit for the specified period.
Send materials to your receipt inbox automatically
You can set up forwarding so that all invoices and other materials received are automatically forwarded to the receipt inbox in Bokio. This can be done in an email client, like Gmail or any other email provider. For example, you can forward all invoices to [email protected] to the receipt inbox in Bokio.
Customise Things to do
You now have the option to reorder sections in Things to do to make it even easier to see outstanding tasks.
Edit scheduled journal entries
If you need to edit a scheduled journal entry, now you can do it in Bokio. We have also improved our receipt scanner for better results!
Comment on journal entries
When you add comments to journal entries, it makes collaboration with your client or colleagues even clearer. Or, you can write any notes you need to look back on your bookkeeping at a later date.
Bokio is a totally free cloud accounting software offering bookkeeping, invoicing and expenses management. It’s a great solution for collaborating with smaller clients, like small businesses, sole traders and freelancers. Bokio helps you save time and money, so you can focus on offering high value advisory services to your clients.
We're changing the world of accounting forever. Bokio is a smart solution that helps small businesses and sole traders grow their company and profits. Powered by AI, we will help you do your bookkeeping, create, send and track invoices, and file your VAT return - all for free.