This article answers the most frequently asked questions about the bexio Cockpit.
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Can I also use the functionalities of the bexio Cockpit for clients who do not have bexio?
Yes, you can enter non-bexio clients in the Cockpit and create processes and work steps for them. Detailed instructions on how to create the non-bexio clients you will find in the following article: Non-bexio clients in Cockpit.
How much does the bexio Cockpit cost?
The bexio Cockpit is free for all bexio fiduciaries.
Where do I control what is displayed in the bexio trustee directory?
As a fiduciary partner with Bronze status or higher, you have the option to list your company in the fiduciary directory. You can edit your profile in the directory directly within your bexio Cockpit. To do this, go to ‘Settings’ (the gear icon next to your username) and then select ‘Company’. You can find further information on this in the following support article.
Note: Please note that these settings are only visible to users with the Admin role.
Where can I submit suggestions for improvement or ask questions?
Contact us directly in the bexio Cockpit via the "Feedback" button or contact our support.
I do not see the "Settings" option next to my profile picture
This is due to your user permissions: you will only see the “Settings” option if you have the Admin role. Admins can change users’ roles via Settings → Team. For more information on user roles and permissions, please see this article.
I cannot see the "Key figures" tab for one client
This is because you do not (yet) have full access to this customer’s bexio Office. To change this, follow these steps:
- Select the relevant customer on the ‘Customers’ tab. In the customer’s details view, go to ‘Settings’. Please note that only users with the ‘Admin’ role can see this tab.
- Select your user in the “Select team member” field at the bottom and click “Add team member”.
- Your user’s status will now show as “Access requested”. Your client will receive an email notification asking them to confirm your access.
- Once your client has confirmed access, the “Key figures” tab will become visible.
If you still cannot see the “Metrics” tab after following these steps, ask your client to check whether your user has permission to access the “Accounting” module in bexio Office:
- In bexio Office, go to Settings → Users → Invite and manage trustees.
- Click on ‘Edit permissions’ for the relevant trustee user.
- Select the ‘Enable’ option for the ‘Accounting’ module.
- Click on ‘Save’ at the bottom of the page.
How can I grant a team member access to a client?
To do this, follow these steps:
- Select the relevant client in the “Clients” tab. In the client’s details view, go to “Settings”. Please note that only users with the Admin role can see this tab.
- Select your user in the “Select team member” field at the bottom and click “Add team member”.
- Your user’s status is now “Access requested”. Your client will receive an email notification and will be asked to confirm your access in bexio Office and, if necessary, to change the permissions for your user.
- As soon as your client has confirmed access, the user’s status will change to “Connected”.
Can I grant a team meber access to a client without the client having to confirm?
No, this is not possible for data protection reasons. Your client must individually approve Treuhand team members who are to have access to their bexio data (access to bexio Office and the key figures in the bexio Cockpit) and grant them the relevant access rights.