The Highlights
Save Transactions as Drafts
Transactions no longer need to be completed in one sitting. An in-progress transaction can be saved as a draft, with or without VAT ID validation, with missing documents, or with required fields still open. Autaxo checks completeness only when the transaction is finalized. This is useful for a sale on Saturday when the invoice will not be finalized until Monday.
Batch-Import Documents and Cash Book Entries
Upload multiple purchase invoices or cash receipts at once to Autaxo instead of clicking through them individually. The batch import includes a preview, classification, and transfer to the correct transaction. This saves hours when a month’s documents have accumulated.
Live Preview Before Invoice Generation
The editor displays the finished invoice directly as a PDF preview, including the logo, customer data, and VAT disclosure. Changes to line items or master data update the preview live whenever the transaction changes. Write, review, and approve in one workflow.
New Invoice Template
A freshly designed standard invoice template with a clear structure, a professional appearance, and precise role labels, including for sole proprietors.
AI Summary for Transactions
Carlo generates an automatic summary for every transaction: when it was purchased, when it was sold, the margin, tax treatment, and outstanding documents. This is useful when handing a case to the tax advisor or reviewing its current status.
Carlo Now Streams Responses
Carlo’s responses appear word by word as they are generated. Waiting feels considerably shorter, and long answers become readable sooner.
Bulk Download of All Invoices
Use “Download all invoices” with active filters such as quarter, tax treatment, or customer to create a ZIP file. This makes the month-end handoff to the tax advisor a one-click task.
Inventory and Vehicle Data
- Dedicated VIN page for vehicle research and quick data entry
- More data from the VIN: make and model are now retrieved dynamically from Vincario, providing more current and complete master data
- Vehicles without a VIN can be created, which is relevant for classic cars, trailers, and special cases
- “Top 5 critical inventory vehicles” as a new dashboard widget: see the vehicles with the longest time in stock or the most tied-up capital at a glance
- New deal view for each vehicle: all purchase and sales transactions in one place
Speed and Clarity
- Server-side pagination in all large tables, including inventory, transactions, invoices, and VAT ID validations, stays responsive even with more than 1,000 vehicles
- Customer column in the invoice overview supports searching and filtering without opening the detail page
- Expanded filters in the invoice overview for tax treatment, status, and period
- Expanded onboarding checklist: the logo, cash book, and document import are now part of the guided setup
”What’s New” Directly in Autaxo
A new section in the sidebar displays current features, notices, and updates inside the application, so users no longer need to search for the release notes on the website.
More Improvements
- Cash book: consistent monthly calculation across time zones using UTC
- Invoice generation for transactions with no recorded mileage
- VIN entry with multilingual validation messages