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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.

About Bokio

Bokio accounting software offers 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 so you can focus on offering high value advisory services to your clients.