Follow

How can I change the order of my balance sheet?

If you created your bexio account before June 24, 2015, your balance sheet and income statement are only structured to a limited degree. You can change this yourself, however.

Proceed as follows for the relevant account groups and accounts:

1. Create a new account group under "Settings - All settings - Master data - Chart of account groups for financial accounting":

 

2. Go to "Settings - All Settings - Master data - Chart of accounts for financial accounting". Now assign the accounts. You can use the chart of accounts (at the bottom in Excel format) to guide you.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request
Powered by Zendesk