New bexio Customer
Set up a new bexio account for a client at "https://portal.bexio.com/clients". In your Trustee Portal, select the "Clients" tab. On the right, click on the green button "Add new client".
In the Setup wizard, in Step 1 of 5, first select the type of account that you would like to create. The differences are described in detail in the following article: "bexio Account for Clients – Different Options".
Enter the master data for your client (e.g., company name, legal form, etc.) – Based on the legal form you select, the corresponding chart of accounts is imported in accordance with the new Swiss Accounting Law.
Client company logo.
Currency in which the accounting should be kept (base currency).
VAT settings (e.g., VAT method or VAT number).
Notifying the Client
You can then notify your client in the "Dashboard" by clicking on "Notify client". The client will receive an email from bexio that will allow them to set a password.
Existing bexio Customer
If your client already has a bexio account, then the client must invite you to their bexio account. The client can add you directly to bexio free of charge by going to "Settings" → "All Settings" → "Packages / Apps / Users" → "Manage Trustees". You can learn more about this here: "Granting Access to Trustees".
The invitation that is shared by your client will look like this:
As soon as your client has invited you, you will automatically receive an email from bexio in which you can directly click on the "View invitation" button. You will now find the invitation in your trustee profile in the "Clients" tab, where you either accept or reject it.