For accurate payroll accounting integration with financial accounting, both systems' chart of accounts must be synchronized, with missing accounts in the financial ledger triggering an error. New accounts can be added or existing ones edited in the payroll module, but changes to the financial chart of accounts should be made first to...
This article outlines the essential company settings in bexio for successful payroll management, emphasizing the importance of completing and saving all data. Under basic data, the UID number and visible fiscal years are primarily managed, while business units can be supplemented with BUR numbers and additional locations. Withholding tax...
This article guides users through setting up social insurances in bexio, emphasizing the critical role of accurate entries for payroll. It is recommended to have insurance policies ready and to complete the setup with a fiduciary. Contributions for OASI/DI/APG/UI are centrally managed by bexio and automatically adjusted, except for...
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Payroll types (Lohnarten) are the core of bexio's payroll accounting, controlling various components like salaries, allowances, and social security contributions. Their calculation logic must comply with legal regulations and forms the basis for annual payroll submissions. Existing payroll types can only be edited regarding their...