This article addresses the following topics:
- How can I get to the company management area?
- How can I get back to my companies?
- How can I create a new company?
- What can I do under Actions?
To get to the screen shown above where you can manage your companies, proceed as follows: ensure that you are logged in and click the three lines in the upper left-hand corner next to your logo, then click "Manage my company".
You will automatically go to your company screen. Click the company's name to go to its dashboard.
If you have another company and would like to use bexio for the accounts of that company, as well, you can create a new company for it. Of course you will also have a free 30-day trial for this account, too.
To do so, click the green button "Create new company".
Now all that's left to do is to enter your company name, then you will be in your new trial account.
If you go to Actions next to your company, you can invite your fiduciary and manage "fiduciary access".