Purchase

You create Purchase Bills in bexio directly from orders. Open the order, select items, and verify the dates before saving. The invoice is created in draft status. Ensure that the correct expense account and VAT are recorded in the order. Document flow automatically links documents. If a Purchase Bills is deleted, a new one cannot be...

You can book expenses directly as outlays and attach receipts. You can create an outlay via the bexio Go App, directly from a receipt in the inbox, or through the Expenses module. The input fields include title, numbering, payment date, bank account, currency, supplier, accounting account, and VAT rate. Recorded outlays with the...

Purchase Bills are editable only when their status is "Draft". If the bill has a different status, you must revert it to "Draft". When a Purchase Bill is "Open", you can edit it via the three-dot menu. If a payment is recorded, you must delete it.