bexio Cockpit

In this article, you will learn how to register in the bexio Cockpit and what options you have.

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.

Trustees can choose three options for bexio accounts. With the classic bexio account, the trustee creates the account, sets up the accounting, and invites the client to collaborate. The client orders a package and pays the invoice. With the client account, the trustee, as the account holder, manages financial and payroll accounting. The...

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.

In this article, you will learn how to connect your own bexio account for your fiduciary company to the Cockpit and what benefits this feature offers.

In this article you will learn how to create non-bexio clients in Cockpit and what benefits this new feature has.

In the team member overview, you can see which team members are connected to which clients. You can change the role (admin or team member) and remove client connections of the profile page of the respective team member.