Learn which document types in bexio are synchronized to your document archive and the exact lifecycle stages that trigger their transfer. Automatic synchronization ensures that your business records are safely archived without manual effort as soon as key activities take place.
For step-by-step instructions on setup, permissions, retention periods, and system folder structures, please refer to our help-center article Document Archive: Synchronization & User rights
Content
Current Availability & Rollout Schedule
Important Note on Availability: Currently, automatic synchronization is available exclusively for Payroll document types. Supported document types from Sales, Purchase, and Accounting will become available later in 2026.
When you turn on automatic synchronization, only the document types that are currently supported will be transferred to your archive upon reaching their specific lifecycle stages. Document types marked as "Coming soon" will not sync automatically until their feature support is officially released and enabled.
Retroactive Archiving & Historical Files
No Retroactive Synchronization: Retroactive archiving is not possible. Only supported document types created or updated after automatic synchronization has been enabled will be synchronized when they hit their respective lifecycle triggers.
- Files Created Prior to Activation: Nothing created in the past will be synchronized automatically, even if that document type is currently supported.
- Manual Upload Requirement: Any documents or files created before automatic synchronization was switched on can be manually uploaded to the Document archive if you wish to archive them.
General Principles
- GeBüV Focus: We have deliberately selected document types that are relevant under the Swiss Business Records Ordinance (GeBüV). Not every single document generated in bexio is synchronized.
- Fixed System Storage: For every automated synchronization, the system automatically creates a structured document folder inside the root bexio directory. The target storage path is predefined by bexio and cannot be changed during generation.
- Manual Uploads: You can always continue to upload additional files or historical documents manually to the Document archive at any time.
Document Types, Archiving Triggers & Availability
Below is the list of all documents that are automatically synchronized, as well as when the automatic synchronization is triggered.
| Module | Document Type | Trigger Point |
| Payroll | Paystubs | Closing Month |
| Payroll | OASI certificate | Sending monthly AHV report |
| Payroll | Source Tax Report | Sending monthly QST report |
| Payroll | Wage statement | Creating yearly wage statements |
| Payroll | Yearly reports | Creating yearly wage statements |
| Payroll | Company Master Data | Creating yearly wage statements |
| Payroll | Employee Master Data | Creating yearly wage statements |
| Payroll | Individual Payroll account | Creating yearly wage statements |
| Payroll | Payroll account - Company | Creating yearly wage statements |