UPDATE
Correction history for tax invoices
Every correction, in one thread
Product news
Product updates
See what is new in Bolta and what we have improved.
NEW
AI payment matching
Confirming a payment now takes one approval
UPDATE
Financial certificates for reverse issuance approval
Approve with a six-digit PIN instead of a certificate file
NEW
Cash receipt issuance
Issue cash receipts straight from Bolta
UPDATE
Bulk issuance of up to 20,000 tax invoices
Immediate, scheduled, and reverse issuance included
NEW
Payment requests
From issuing the invoice to asking for payment
UPDATE
Slack channel notifications
Share Bolta notifications with your team channel
UPDATE
Individual customers by resident registration number
Register individuals, not just businesses, and issue to them
NEW
Slack integration
Work from Slack, with Bolta alongside
UPDATE
Issuance defaults per workspace
Set receipt or claim and the tax type once, per workspace
NEW
Assign an owner to each tax invoice
Give each tax invoice an owner and read performance by person
NEW
Finance and accounting, rebuilt
Bring scattered transactions into one place.
NEW
AI matching for tax invoices and withdrawals
Let AI suggest which withdrawal paid which bill
NEW
Foreign currency accounts
Dollar and yen transactions, managed with the rest
UPDATE
Better external transaction sync
Connecting outside records takes less work
UPDATE
Fetch external transactions in one go
Bringing your records in just got easier
NEW
AI matching for tax invoices and payments
Let AI suggest which payment settled which invoice
UPDATE
Edit fields in bulk
Change payment status, labels, and notes together
NEW
Google Sheets integration
Bolta data, now in Google Sheets
UPDATE
Request to join a workspace
Ask to join an existing workspace instead of waiting for an invitation
NEW
Receivables by customer
Track what each customer still owes you
UPDATE
Recurring issuance on the last day of the month
Recurring tax invoices can now land on the last day of each month
NEW
Pick labels during quick issuance
Label a tax invoice as you issue it
UPDATE
Bulk reverse issuance requests
Request reverse issuance from many suppliers at once
NEW
Recurring tax invoices
Set the schedule once and let it run
NEW
Reverse issuance for zero-rated and exempt items
Reverse issuance now covers zero-rated and exempt items
UPDATE
Filter by whether a tax invoice is linked
Find the bank transactions with no tax invoice attached
UPDATE
Unlinked transaction filter
See only the payments and disbursements with no invoice linked
UPDATE
Issuance request forms remember what you typed
Request forms now save what you entered
UPDATE
Up to five issuance request forms
Keep a separate request form for each situation
NEW
Reverse-issued tax invoices
Draft the invoice yourself and ask the supplier to approve
NEW
Business registration number validation
Catch a wrong registration number before you issue
NEW
Join a workspace with a joint certificate
Use a joint certificate to join a workspace
UPDATE
Cancel a workspace invitation
Withdraw an invitation you already sent
UPDATE
Zero-rated tax invoices
Issue a zero-rated electronic tax invoice
UPDATE
Resubmit a rejected payment request
Reuse a rejected request instead of starting over
UPDATE
October update
What is new in Bolta this October
UPDATE
Tax invoices linked to bank transactions
See the tax invoice attached to a bank transaction
UPDATE
Edit an expense report
Fix an expense report before it is approved
UPDATE
Payment records on sales tax invoices
Link incoming payments to the invoices they settle
NEW
Payment requests and expense reports
Request a payment and follow the transfer through
NEW
Sales tax invoice management
Manage the tax invoices you issued anywhere
UPDATE
Sorting the issuance list
Sort your tax invoices the way you read them
NEW
Payment status filter
Filter tax invoices by whether they have been paid
UPDATE
Payment records by supplier
Match purchase invoices to what you actually paid
NEW
Bank transaction management
Connect a bank account and read the transactions here
NEW
Copy and issue
Start from a tax invoice you already issued
UPDATE
Joint certificate management
Register and manage joint certificates by purpose
NEW
Notes on customer records
Keep a note on each customer
NEW
Purchase tax invoice lookup
Pull in the tax invoices you received
UPDATE
Custom member permissions
Adjust permissions and add new ones
NEW
Tax-exempt invoice issuance
Issue an electronic invoice for exempt items
NEW
Standalone accounts: sign up and log in with email
Sign up and log in with an email account
CHANGE
Joint certificate registration on macOS
Register a joint certificate on macOS
UPDATE
Change history for tax invoice issuance
Every action on a tax invoice, on the record
NEW
A workspace for each business
Run several workspaces from one account
NEW
Labels for tax invoices
Sort the issuance list with labels
CHANGE
Request issuance details from the recipient
Let the recipient fill in their own details
UPDATE
Edit a tax invoice before it goes out
Change the details while the invoice is still pending
NEW
Notes on tax invoices
Keep a note on each tax invoice
NEW
Payment details on each tax invoice
Record the payment date on a tax invoice
NEW
Corrected tax invoices
Issue a correction from the list you are already looking at
UPDATE
Print and save tax invoices
Print a tax invoice or save it as a PDF
UPDATE
Resend the issuance email
Send an issued tax invoice to another address
NEW
Bolta on mobile web
Bolta now works on phones and tablets
UPDATE
A rebuilt Bolta
New interface, and a simpler path to issuing an invoice
