Updates and news as of Nov. 30, 2015

Hello dear bexio customers,

We are pleased to inform you about our newest updates, effective as of Nov. 30, 2015. You do not need to make any upgrades or updates.

The year is coming to an end, and that includes a proper close to business transactions in financial accounting. Until now, you had to close the year manually. With this update and its new features, bexio will support you in conducting year-end closing.

Year-end work

  • Balance carried forward: a new feature is that you can carry your balance forward with a button click into the new year. Learn more about this at: How do I carry forward my account balance into the new fiscal year?
  • Close your fiscal year: bexio supports you in your year-end account closing. Using a checklist, we will check whether the conditions for annual closing are met. With permanent closure, you will now be guaranteed that no more postings can be made in an already completed fiscal year. Learn more about this here.

Please note that for year-end procedures, we have adapted the process of invoicing. New bills are which are still in draft status are also marked as such in the PDF. You can set the bill to the status "open". After this, "draft" no longer appears in the PDF.


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