In bookkeeping, the principle of no posting without a receipt applies. That's why with bexio, we make it possible for you to attach your receipts (files) directly where you enter the receipts in the system and where the booking is made. You also have the option of sharing the attached files with your customers, so that they can view the files online.
- File upload information
- Uploading files in your inbox
- Uploading files by email
- Uploading/attaching files in documents
- How can I share files with customers?
File upload information
PDF Supported file formats: PNG, JPG, JPEG, GIF, DOC, DOCX, XLS, XLSX, PPT, PPTX, PDF
Uploading files in your inbox
To upload a file in your inbox, go to "Apps > Inbox". Then click on the "Upload File" button. You can upload your file via the file selector (2a) or via "drag and drop" (2b).
1. Click: "Upload File".
2a. Click: "Choose Files".
2b. Drag your files from your computer documents into the rectangle.
3. Select the files from your computer documents.
4. The files are now uploaded and will be listed.
After uploading the file, it will appear in the list of your inbox. Click on the "three dots menu" to perform the following actions:
Create new documents/postings in bexio, with the file attached:
- New expense
- Manual booking
- New supplier invoice
Or edit the file:
Uploading files by email
You can also send files by email to the inbox of your bexio account. To do this, use the email address noted in the upper right-hand corner of your Inbox. (The email address below is an example)
This email address can be re-customised. To do this, click on the "gear" to the right of the address.
You can insert your own abbreviation in the company profile. Your email address will then be generated with this abbreviation, e.g.: Abbreviation: "company" - > firstname.lastname@example.org.
Email address rules
Your shortcut can contain the following characters:
Rules for automatic creation of the abbreviation:
Info about the "cryptic e-mail address":
Is customisation enabled?
Please note for shipping: only use supported file formats. And do not add any additional files as attachments, nor any email text, to ensure the upload succeeds.
Files attached to documents cannot be deleted. The links of attached files can be seen below the overview. A file can also be linked to several documents.
The file was sent to the inbox by e-mail.
The File was uploaded with our scanner app or via the file upload.
Uploading/attaching files in documents
Open an existing document or create a new one. (Document means quotes, orders, supplier invoices, invoices, credit notes, expenses and manual postings.)
If you have created a new document or have opened an existing one, a document icon will appear on the right. Click on this icon; there are two ways here to attach your file.
"Add files from Inbox"
1. This action allows you to attach a file directly from your Inbox.
2. Select the desired files and click on "Add Files".
1. "Upload Files" allows you to select and upload a file from your computer.
2. Click on "Select Files" to browse your computer for the desired file.
3. Select your file from your computer documents. You will then have successfully uploaded your files in the document.
How can I share files with customers?
To see how to make uploaded documents visible in your documents for your customers, read the following support post: Release files for clients