Memos are virtual notes integrated into documents for essential reminders. They offer flexibility, simplicity, and efficiency, but are not displayed in the Purchasing or Projects modules. To create a memo, go to Settings > All settings > Master Data > Categories, then add a memo to a contact category. Assign memos to contacts by editing...
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
The bexio Contacts module centralizes partner information to optimize your management. To create a contact, go to the Contacts tab and click "Create new contact." Choose between "Private" or "Company" types and enter the basic information, contact details, and additional data (contact person, owner, categories, sector, and tax...
For addresses requiring extra non-geographic details (e.g., department or building name), use an Additional Address entry in the contact profile, as standard address fields do not support them.
The contact list offers smooth navigation and quick filtering. It can be customised by selecting, rearranging and adjusting the columns. Contacts can be sorted with a few clicks (descending, ascending, reset). Filters can be text-based, drop-down menus, or customised to provide quick access to the most frequently used segments. Default...
For optimal management, it is recommended to create entities separately (the company on one side, the private contact on the other) and then link them. This article explains how to link two types of contacts: company and private. It details how links function, how to create a new linked contact, and how to link an existing contact....
In bexio, contacts and data sets have two distinct roles: "Contact Partner" and "Owner". The Contact Partner is an internal communication and identification tool. It is assigned automatically and can appear on external documents. The Owner manages data security and visibility, controlling access rights and who can view specific records....
To ensure fast and secure transaction processing, we recommend saving bank details for your third parties—this is especially ideal for recurring payments. To add a bank account, navigate to the Contacts section, edit an existing profile, and enter the required bank information. Once saved, accounts will be displayed with their internal...
The account statement summarizes a customer's invoices, credits, and pending payments. To access it, go to "Contacts", select "Finances", then click "Show account" to create and export the PDF. It includes sales invoices, credit notes, and manual entries. Settled documents and expenses are not included. You can access the history via...