Accountants

Foreign currencies in bexio

Purchases from primary producers allow a 2.6% input tax deduction. Bexio offers two options for recording these transactions. The first option involves manual postings: create a new VAT rate, then make two manual postings, one at 102.6% and a second to correct the excess 2.6%. The second option uses a supplier invoice: create a new VAT...

This article explains the Accounting of a credit card statement in bexio. First, create a credit card account in the chart of accounts. Then, manually post expense receipts and withdrawals to this account. Upon receipt of the monthly statement, verify it matches the account balance. The posting occurs via a Purchase Bills or a manual...

In this article, you will learn what information is available in the details view of a client in the bexio Cockpit and how to manage it.

This article answers the most frequently asked questions about the bexio Cockpit.

Have you already set up your account and would now like to customize your settings? Once you have established these settings, they will be displayed directly in the document and your customers will receive more information.

As a trustee, you have the option of managing your trustee portal and your company profile in bexio and setting them up according to your needs. You can now also see your trustee account with all your clients in the bexio Cockpit and benefit from our new process management system in addition to extended financial figures.