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New Bokio features! Record multiple transactions, fixed asset management and more

6th Jul 2020
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In our latest updates, we’ve released lots of new features! You can now record multiple transactions at once, manage fixed assets, plus there are new ways to help your clients manage their business easily.

Record multiple transactions at once

It’s now even quicker to do bookkeeping when you bulk record and match transactions! You have the option to use a template to record multiple transactions at once or record them individually.

Read more about bulk matching and recording transactions

Fixed asset management

You can now register assets while recording transactions, manage them, and apply depreciation as appropriate. No more Excel trickeries or year end surprises!

Read more about managing fixed assets

New expenses features

We’ve made some exciting updates to our expenses features, so it’s even easier for your clients to manage their expenses.

Create draft expenses

To create a draft expense simply upload your documents as normal, and click Save as draft. You can also delete the draft if you want to.

Filter expenses

Now you can filter expenses and see a summary of all expenses that match a current search. This will help you check against your bank statements.

Improvements to settlements of an invoice

We have added two more ways of settling an invoice in bank fees and bad debt. You, or your clients, can now create stand alone settlements.

  • Bad debt: Use this to confirm the invoice won’t be paid.
  • Bank fee: Use this when a bank fee is deducted from a received payment, for example from PayPal or similar methods.

Read more about settlements

About Bokio

Bokio cloud 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.