bexioGo app manual

bexioGo replaces our existing «bexio Scanner» & «bexio Contacts» mobile apps and combines them in a single app! Switch to the unified app today and benefit from improved stability and future new features! Download the new app from your app store: → Google Play Store: https://play.google.com/store/apps/details?id=com.bexio.bxBexio → Apple App Store: https://apps.apple.com/ch/app/bexiogo/id1481169504 N.B.: No data will be transferred from the old scanner app. Any documents that have not yet been uploaded should first be uploaded with the old scanner app so that they are not lost. Available languages: DE, FR, EN The old apps will be discontinued: in December 2020

 

Overview

• bexioGo feature overview
• Installing the bexioGo mobile app
• Setup
• User guide – Menu
  • What can I find in the menu?
• User guide – Managing contacts
  • How does the overview work?
  • What can I see in my contacts?
  • How do I create a new contact?
  • How do I edit a contact?
  • How are my contacts synchronised?
• User guide – Scanning documents
  • How do I create a new scan?
  • Scan failed or should be deleted?
  • Where do I find the uploaded documents?
• Possible error messages
  
• Feedback & further development

 

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bexioGo feature overview

Managing contacts

• Your contacts are always available on your smartphone, even if you have no internet connection
• Edit your contacts / create new contacts
• Contacts from several companies can be viewed separately
• Contacts can be reached directly from the app (by phone, email or text message)
• More additional information is available, such as location, website, comments etc.

Scanning documents

• Documents such as invoices or receipts can be scanned very quickly
• Multi-page document scans
• Crop and rotate images and arrange the order of scans
• Documents can be scanned in portrait or landscape format
• The flash can be activated manually when performing a scan
• Documents are uploaded as PDFs to your inbox, where you can continue to process them

Manage several companies in parallel

• If you have several companies in bexio, they can be managed in parallel with the bexioGo app

  

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Installing the "bexioGo" mobile app

The bexioGo App is available in the Apple App Store (for iPhones) & Google Play Store (for Android phones). Please note that the app can only be used after registering with your bexio account credentials. Download the app now through the following links:

 

  

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Setup

• Registration

  When you open the app for the first time, the bexio login screen will appear. Simply log in with your bexio account credentials and then tap "Register" to confirm.

• Select your company

  Now you can select the company for which you would like to use bexioGo. You can add other companies later via "My bexio companies".

• Access rights

  Tap "Allow" in the access authorisation screen to use the app.

 

 

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User guide – Menu

What can I find in the menu?

(1) Use the arrows to navigate between your company accounts.
(2) Select whether you want to manage your contacts,
(3) ...or want to scan a new document.
(4) You can manage your company accounts and add other accounts via "My bexio companies".

 

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User guide - Managing contacts

How does the overview work?

Private and business contacts can be distinguished by means of the symbols to the left of the contacts.
Search criteria in the search field: [First & last name] / [Company name] / [Email address] / [Landline & mobile number]
Viewing contacts: Your contacts are available even if you don't have an internet connection!

What can I see in my contacts?

Interactive fields: The upper contact area with the icons on the right is interactive. Provided that the necessary information has been saved, the following functions are available directly from the app:

Sending emails

Making calls

Sending text messages

Visiting websites

Opening locations in a map

Copying information: Information from the interactive fields can be copied to the clipboard by long-pressing on the field. The following message will appear: "Text content copied to clipboard".

 

How do I create a new contact?

You can create a new contact by tapping the "plus" symbol.

 

How do I edit a contact?

By selecting a contact and opening it with the pencil icon.

 

 

How are my contacts synchronised?

Your contacts are synchronised automatically when you open the app.
To synchronise your contacts manually, drag your list all the way down until the "loading" circle is fully visible and then release.

 

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User guide – Scanning documents

How do I create a new scan?

1. Click "Scan document" in the menu and select the appropriate process.
The document should be sent to your inbox. When you have scanned the document, it will immediately be accessible in your bexio account via "Apps" > "Inbox".

 

2. Place the document in the designated area and start the scan with the "plus" symbol. For multiple pages, tap the symbol repeatedly. You can delete pages that you have already scanned below the current scan. You can also switch the flash on and off. Confirm the completed scan with the arrow symbol.

 

3. In the next step you can do the following:

• Tap on the "edit" icon in the bottom left corner.
  • Bottom left icon: crop scanned document.
  • Middle icon: Rotate document.
  • Bottom right icon: Save changes
• Delete the scan with the trash icon.
• Upload the scan to your bexio inbox with the cloud icon

 

 

Scan failed or should be deleted?

Drag the appropriate document to the left to delete it, or to upload it again if the first upload fails. You can also do this directly from the document with the cloud & trash icon.

 

Where do I find the uploaded documents?

The documents are now available in your bexio account. Log in to bexio and open "Apps" > "Inbox".

 

You will see an overview of your scanned documents. Various actions can be performed from the inbox.

 

N.B.: Scans that are already in use (attached to a bexio document) are archived. To search for these scans, click on "In archive" in the filter. You will see all the scans that are in the archive.

 

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