Kontera allows you to adjust posting texts for bexio under "Settings -> Accounting system". Changes will affect the next export. The character limit of bexio must be observed. For Accounts Payable Invoices, you can adjust the title and line item texts. Direct Entries can also be provided with individual posting texts. It is recommended to keep the default format if you are unsure.
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General information
You can adjust the posting texts generated by Kontera for bexio via Kontera. The changes will only apply to your next export.
You can find the settings to adjust your posting texts under "Settings -> Accounting system".
Please note for all settings that the character limit is specified by bexio and Kontera will automatically shorten the posting text to the correct length. The default format is the default setting for all Kontera organizations connected to bexio. If you are unsure, simply keep the default format.
Accounts Payable Invoices
Your Accounts Payable Invoices are automatically created by bexio with a posting text based on the title or the text of the line items. You can customize both the title and the text for the line item in Kontera and assemble them based on various building blocks.
If you change the format, ideally test it with a single Accounts Payable Invoice to see if you like the new format (also check this in your account sheet) before exporting larger quantities of postings to bexio.
Accounts Payable Invoice: Title
This format determines the title of your Accounts Payable Invoice after exporting to bexio.
The Kontera default is as follows:
- Additional posting text (if available)
- Billing period (if available)
If none of these inputs/texts are available:
Accounts Payable Invoice: Text for line item
This format determines the description of a line item of your Accounts Payable Invoice after exporting to bexio.
The Kontera default is as follows:
- Additional posting text (if available)
- Invoice number (if available)
- Billing period (if available)
If none of these inputs/texts are available:
By default, bexio uses the text for the line item for the visible description in your account sheet. The text can also differ from the title of your Accounts Payable Invoice.
Direct Entries
The posting text for your Direct Entries can be put together individually.
Direct Entries: Posting text
The default format is the default setting for all Kontera organizations connected to bexio. If you are unsure, simply keep the default format.
The Kontera default is as follows:
- Contact name (if available)
- Invoice number (if available)
- Special transaction type (e.g. exchange rate difference) (if available)
- Additional posting text (if available)
- Invoice number (if available)
- Invoice date (if available)
- Billing period (if available)