New Bokio features! Manage materials with the Uploads page
9th Nov 2020
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In this week’s release, we have a new Uploads page! Plus, your clients’ invoice events will be recorded automatically.
Manage materials with the Uploads page
When you, or your clients upload several documents at the same time in Bokio, you will be taken to the Uploads page. Here you’ll get an overview of everything that has been uploaded, and you can choose which materials you want to record. You can also remove any materials you don’t want.
The Uploads page is a great way of managing your clients materials. Whether they’re using our mobile app or uploading online, you can find their receipts and other documents here ready for you to record.
Under Uploads you can also show materials you’ve recorded, filter them by type, and search materials.
In the Additional files section your clients can upload files that aren’t related to a journal entry or invoice. It’s a great way to store other useful files, like bank statements, customer statements and other relevant files.
Record invoice events automatically
If your clients are doing their invoicing in Bokio, this tool is a great way to save you even more time. Invoice payments, settlements and reminders will automatically record journal entries. You’ll just need to check them.
For companies using the accrual accounting method, where you record the invoice before it’s paid, your invoice will be recorded automatically.
About Bokio accounting software
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 by using automation, so you can focus on offering high value advisory services.
Bokio accounting software offers bookkeeping, invoicing and directors payroll. It’s a great solution for collaborating with smaller clients, like small businesses, sole traders and freelancers. We help you save time by using automation, so you can focus on offering high value advisory services.