The company profile contains basic, contact, and additional information. It can be found under "Settings > All Settings > My Company > Company Profile" or via the shortcut list. The company profile is used for online documents and the bexio standard letterhead. It is not the billing address.
If you still have access to bexio, you can repeat and complete the cancellation process. Your cancellation will then be automatically withdrawn. You can continue to use bexio as usual.
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...
The new bexio packages include Advanced, Optima, and Ultimate. Existing users will automatically be transitioned to the new package that best matches their current usage profile starting March 1, 2026. Users may also opt for the new packages earlier if desired. The transition process ensures that all existing functionalities are retained...
You can change your Bexio package under "Settings > Package and options > Overview". An upgrade becomes effective immediately. A downgrade or the deactivation of options becomes effective at the end of the current contract/billing period. When downgrading, be aware of the loss of functions and reduce additional users in advance, otherwise...
Following the change of ownership, you will lose access to the bexio account. Please note that the process explained above also applies to customers with a Starter package who wish to change the email address in their user profile, but this email address is already in use elsewhere in bexio (Error message: This email address is already in...
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...
Where do I set the billing method?