In bexio, you can manage business activities under "Settings - Business Activities". You can create new activities with a name, standard hourly rate, and standard income account. This information is automatically used in project conditions when the "Hourly rate activities" billing method is selected. In bexio, you can create, structure, and predefine various business activities for your time tracking and invoicing.
1. Overview & Navigation
You can access the list of all recorded business activities via one of the following paths:
2. Create new business activity
Click the "New Activity" button and fill in the following fields:
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Name: Name of the activity.
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Billable by default: Define whether times recorded for this activity are predefined as billable.
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Standard hourly rate: Enter a fixed hourly rate. This is automatically adopted in the project conditions, for example, when the billing method "Hourly rate activities" is selected.
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Standard income account: Enter the desired Accounting account. This is automatically assigned when importing recorded times to invoices.
Further information: You can find out how different hourly rates (project, client, employee, activity) influence each other in the helpdesk article
"Hierarchy and behavior of hourly rates in bexio?
3. Delete business activity
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In the overview, click on the desired activity.
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Click the "Delete" button.
Important note: A business activity cannot be deleted if it has already been used in time tracking. To delete it, the affected times must first be assigned to another activity.