This release brings a set of meaningful improvements designed to reduce friction, improve clarity, and keep your trades moving smoothly, from document creation to execution.
Let’s take a look at what’s new 👇
🔄 Documents: Import Data from Xero 🚀🔥🔥🔥
We’ve added a whole new flow!!! You can now Import data from Xero while building a Commercial invoice or Sales Invoice.
New buyer information and product selection during import
Retrieve key data directly from Xero with fewer steps and less manual entry
All with a secure authentication flow when connecting to Xero
What to tell new and existing clients: faster setup, fewer errors, and better
alignment between accounting and trade documents. They can now create invoices using Boex:Documents based on the data you store in the Xero accounting software.
📝 Document Drafting & Amending
Managing changes just got more flexible and secure.
Save for later is now available when amending documents, preserving references and document statuses.
New Unsaved changes warning model for document drafting and KYC/KYB flows.
Import and Remove options are now locked on edited or amended invoices to protect document integrity.
🧹 General Improvements
Behind the scenes, we’ve polished and fine-tuned the platform for an even simpler, smoother experience. Think of it as the small touches that make Boex feel faster, clearer, and easier to use every day.
💡 Why it matters
This update focuses on accuracy, clarity, and momentum, helping you move through trade workflows with confidence and fewer interruptions.
As always, we’re building Boex to save you time, money, and resources, because better trade starts with better tools.
If you have questions or feedback, our team is always here to help 🤝