Settings (Accounting)

Bexio creates automatic postings using system accounts, which are marked with a lock symbol. These accounts are necessary for debtor postings and invoices. System accounts can be edited but not deleted. Navigate to Settings > All Settings > Accounting > Chart of Accounts to manage them. Account numbers and designations vary depending on...

If your fiscal year differs from the calendar year, you can set this in bexio. The standard fiscal year matches the calendar year. Furthermore, it is possible to show an extended fiscal year in bexio.

To set up accounting in bexio, locate the Accounting Setup Wizard under "Accounting". The wizard guides you through eight steps: individualizing payment accounts, individualizing VAT rates, setting up the chart of accounts, defining the start date, handling open items, carrying over the previous year's balance sheet, carrying over the...