What is bexio?
Bexio is a cloud-based software that helps small businesses manage their finances, customers, and projects.
How do I access bexio?
You can access bexio by logging in to your account through the bexio website or mobile app.
Why am I getting a "login failed" error message?
This could be due to entering incorrect login credentials. Try resetting your password or contact bexio support for further assistance.
How do I add a new user to my bexio account?
Go to "Settings" and click on "Users". From there, you can invite new users and assign them different permission levels.
Why are some features not working on my bexio account?
This could be due to a temporary server issue. Try clearing your browser's cache and cookies, or try accessing bexio from a different browser.
How can I customize my bexio account to fit my business needs?
You can go to "Settings" and click on "Customize" to add or remove features and fields, as well as customize templates and invoices.
Can I import data from other accounting software to bexio?
Yes, you can import data from other software using CSV or Excel files. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360002448052-Import-Import-from-other-software.
Why are some of my contacts missing in bexio?
This could be because they were not imported or added to bexio. You can manually add them or import them using a CSV or Excel file.
How do I manage my bank accounts in bexio?
You can connect your bank accounts to bexio and manage transactions through the "Banking" tab. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360002443411-Banking-Features.
Can I track my expenses and income in bexio?
Yes, you can track your expenses and income through the "Accounting" tab. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360002446051-Accounting-General-Features.
How can I create and send invoices in bexio?
You can create and send invoices through the "Invoicing" tab. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360004083971-Invoice-New-Invoice.
Can I set up recurring invoices in bexio?
Yes, you can set up recurring invoices by going to "Settings" and clicking on "Recurring invoices". See this guide for more information: https://support.bexio.com/hc/en-us/articles/360003979271-Recurring-invoices.
How do I track my projects in bexio?
You can track your projects through the "Projects" tab. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360004072852-Projects.
Can I integrate bexio with other apps and software?
Yes, bexio offers various integrations with popular apps and software. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360003954372-Integrations.
Why am I getting a "payment overdue" notification for an invoice?
This means the due date for the invoice has passed and it has not been marked as paid. You can update the invoice status or contact the client for payment.
How do I add a new expense to an invoice?
You can add expenses to an invoice by going to the "Expenses" tab and selecting the desired expense. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360003951032-Invoicing-All-Accessories-Expenses-for-Invoices.
Why is the invoice PDF not showing the correct information?
This could be due to incorrect template settings. Check the template settings and make sure they reflect the information you want to show on the invoice.
How can I access my bexio documents on my mobile device?
You can access and manage your documents through the bexio mobile app. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360004083811-Mobile-All-Mobile-App.
Can I create quotes or estimates in bexio?
Yes, you can create quotes or estimates through the "Sales" tab. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360004084131-Sales-All-Quotes.
How do I manage my inventory in bexio?
You can manage your inventory through the "Products" tab. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360004019191-Products-All-Inventories-and-Purchases.
Why am I getting a "file upload failed" message?
This could be due to a slow or interrupted internet connection. Make sure you have a stable internet connection and try again.
How do I create and manage pay slips in bexio?
You can create and manage pay slips through the "Personnel" tab. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360019151952-Personnel-How-do-I-create-pay-slips-and-what-data-is-required-.
Can I track my working hours in bexio?
Yes, you can track your working hours through the "Timesheets" tab. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360004031071-Personnel-All-Timesheets.
How can I contact bexio support for further assistance?
You can contact bexio support through the "Support" tab or by emailing [email protected].
Can I try bexio for free before committing to a subscription?
Yes, you can try bexio for free for 30 days. See this guide for more information: https://support.bexio.com/hc/en-us/articles/360004088072-Try-out-How-can-I-try-out-bexio-for-free-.
How do I cancel my bexio subscription?
You can cancel your bexio subscription by going to "Settings" and clicking on "Subscription". See this guide for more information: https://support.bexio.com/hc/en-us/articles/360020845492-Subscription-How-do-I-cancel-my-subscription-.
