Getting Started with Briefcase

Briefcase provides a convenient and straightforward way to organize your receipts and invoices. It also makes sharing these documents with your accountant simple and efficient.

You will receive an email invitation to join Briefcase. Once you accept the invitation, please add your phone number to enable WhatsApp submissions. This account will also give you the ability to review any submitted items.

Easy Sharing

✅ Upload from any device: laptop, tablet, or phone

✅ Capture photos or upload files directly from your device

✅ Forward emails with attachments

1. Your Unique Briefcase Email

We will give you a unique email address:

• Forward emails: Send any emails with invoice or receipt attachments directly to this address.

• Pro Tip: Set up automatic email forwarding in your email service (like Gmail or Outlook) to automatically send relevant emails to your Briefcase address.

  
  

2. WhatsApp Submission

• Add your mobile number to your user profile on the Briefcase settings page.

• Add Briefcase’s number (+44 7380 878620) to your WhatsApp contacts by clicking here or scanning the QR code below from your phone

  
  

  

• Send invoices and receipts to Briefcase on WhatsApp, and they will be uploaded to your account.

  
  

  Note: Briefcase does not support multi-page invoices via WhatsApp, meaning each upload will be treated as a separate invoice. Word and Excel formats are also not supported by WhatsApp.