All financial indicators are based on gross amounts (incl. VAT) and are displayed in the base accounting currency. Foreign currencies are converted using bexio exchange rates. The dashboard provides insights into: open customer and vendor invoices, cash flows for active accounts (1000–1090), top expenses, and top customers by revenue....
regulatory requirements and in order to fulfil the requirements of global regulatory authorities with regard to transparent monitoring and the prevention of money laundering, structured address details are becoming mandatory in payment transactions
bexio: Swiss Data Security! 2 data centers, daily backups ensure maximum availability of your data.
To reset your password, navigate to the bexio login page and select "Forgot password." Enter your registered email address and click "Request new password." Open the email and click the provided link. Ensure you are not logged in elsewhere or use an incognito browser. Your new password must be at least 8 characters, including one...
User rights settings enable or disable individual functions and modules. Options include activating/deactivating modules, editing permissions (all, only own, none), and view permissions (all, only own). Superadmin provides access to "All Settings" and user rights. Admin grants access to all settings; deactivating it removes this access,...
User deletion is performed in the settings based on the profile type, but it is restricted if the user is still linked to a company or holds an accountant role. Once deleted, the user's name is retained in the history of existing documents to maintain data consistency, although they will no longer appear in search filters. The system...
If you have recorded your own documents in your bexio account, you can delete all documents
To order bexio, log into your trial account and click "Order now." Choose your package, invoicing frequency, and add options like payroll. Enter your billing address and select a payment method: invoice or credit card. Credit card payment is required for monthly Basic packages. Your trial data transfers, and remaining trial time is...
Double-entry bookkeeping provides an overview of finances and is mandatory for certain business forms. These include public limited companies, limited liability companies, general and limited partnerships, and sole proprietorships with a turnover exceeding CHF 500,000. It must be complete, truthful, systematic, and verifiable. Bookkeeping...