The document archive enables audit-proof archiving of documents in accordance with GeBüV. It includes functions for setup, user and access management, a dashboard for overviews, document management with upload options and metadata, as well as view, edit, move, delete, and export functions. An intelligent search function is integrated....
Automatic synchronization of documents in bexio transfers business records to your document archive without manual effort. Currently, this feature is available only for Payroll document types. Sales, Purchase, and Accounting document types will be supported in 2026. Retroactive archiving is not possible. Only documents created or updated...
The automatic synchronization feature archives documents from bexio to a secure document archive. This provides GeBüV-compliant retention, real-time tracking, and an audit trail. Users require specific permissions to access the Archiving dashboard and manage settings. The system generates a standardized folder structure for synced...
You can use the bexio Go Mobile App to manage your contacts, track time, access sales and purchase documents and to scan documents, which can then be used to generate bills or expenses.
The bexio Go mobile app facilitates contact management, time recording for services, and document uploads. It replaces previous bexio apps. Time recording features include a stopwatch, manual time entry, and an overview of entries. Users can edit, delete, or duplicate time entries. The app also handles errors during upload, such as those...
Connect Stripe with bexio to enable credit card payments for invoices. To set up, enter the Stripe API keys in bexio under Settings > Payment Services. Activate Stripe for new or existing invoices in draft status under Conditions. Customers will be redirected to the secure Stripe page for payment, which automatically changes the invoice...
Tasks enable the efficient management of outstanding items. New tasks are created under "Apps > Tasks" and assigned to an employee. Fields include subject, remarks, due date, contact, contact person, reminders, category, and priority. A time entry can be directly generated from a task by opening the task in the detailed view and selecting...
You can activate PayPal in bexio as a payment service for invoices. Connect your PayPal account under "Settings > All settings > Functions & Modules > Payment services" by entering your PayPal email address. For new invoices, PayPal will be automatically activated. For existing invoices, the option must be manually set in the invoice...
Partners who use the bexio-API are listed on the Marketplace. If you experience issues with a third-party connection, contact the provider. Developers can find information at docs.bexio.com. A free access for API usage with OAuth is available at docs.bexio.com. Bexio does not offer implementation support. If needed, the company...
Set up the Worldline payment link to enable your customers to pay via Visa, Mastercard, and TWINT. These payment options are available when you send your invoices by email with the corresponding "bexio Network link" to your customers.