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Balance sheet and income statement reports (New Version)

bexio users can display their balance sheet and income statement using 2 modules – through our classic balance sheet and income statement mask or now also through the new reports under “Early Access”. If you want to customize your chart of accounts, see Kontengruppen und Kontenplan verwalten.
Interested in trying out the new reports? Those who set up a new bexio account will already have these new reports already integrated and won’t not need to do anything further. Existing bexio account users who wish to participate in the “Early Access” phase can simply click on the following link – the new reports will be activated directly in the bexio account. The previous balance sheet and income statement are still available in parallel.
❯ Mit Klick auf diesen Link, schalten Sie die neuen Berichte nebst den alten in Ihrem bexio-Konto auf.

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New features compared to the old reports:

More flexible analyses thanks to new filters
Improved comparisons with the preceding year
New quarterly comparisons
Optimized export/print format
New calculation formula in the balance sheet
New display also shows changes as amounts

Income statement

Several filter options are now available for the income statement of the new reports under "Early Access".

Indagia_ER.png

 

Period ①

Filter the exact time period you want to display.

 

Comparison period ②

Comparison periods can be used optionally. This can also be specified manually if you want to see this comparison. Be sure to press the “Show comparison data” button.

If you have entered figures in your accounting last year and in the current year, the system will immediately calculate the percentage more or less you have this year. You can display this under “Change in %”. If you wish to display this information as an amount, the new reports under "Early Access" now include the function “Change as amount” If no amount is available in a year, n.v. (no value) is displayed.

 

Account types to be displayed ③

For a more precise filtering, we now have the 6-stage income statement for the new reports under “Early Access”. The account type filter allows you to restrict the expenditure to a certain group of accounts. Here you can select and analyze one of these levels.

 

Export ④

The income statement as well as the annual financial statement can now be downloaded in PDF or Excel format.

Indagia_Export_ER.png

 

5-level income statement

bexio presents your income statement with the new reports under "Early Access" in 5 levels. This allows you to easily read the most important key figures.

Gross profit Most important balance, especially for trading companies.
EBITDA (earnings before interest, taxes, depreciation and amortization) An important balance, especially in the case of small businesses, is referred to as the transition from profit (Praktiker method) and operational cash flow (approximation of profit / cash flow).
EBIT (earnings before interest and taxes) In the meantime it has also become the standard for SMEs.

Balance sheet

Several filter options are available for balancing the new reports under “Early Access”.

Indagia_Bilanz.png

 

Balance sheet as of ①

“Balance sheet as of” allows you to filter the exact period.

 

Comparative data as of ②

The “Comparison data as of” button can be used optionally. This can also be specified manually if you want to see this comparison. Be sure to press the “Show comparison data” button.

If you have entered figures in your accounting last year and in the current year, the system will immediately calculate the percentage more or less you have this year. You can display this under “Change in %”. If you wish to display this information as an amount, the new reports under "Early Access" now include the function “Change as amount” If no amount is available in a year, n.v. (no value) is displayed.

 

Account types to be displayed ③

For more precise filtering, you can now display the assets or liabilities individually using the new reports under “Early Access”. Here you can select and analyze one of these levels.

 

Export ④

Balance sheets can now be downloaded as PDF or Excel files.

Indagia_export_Bilanz.png

 

New calculation formula

So far, we have shown the following pattern in the balance sheet:

1100 - Trade receivables (debtors) 500
2000 - Trade accounts payable (creditors) -300
Profit -200

 

Bei den neuen Berichten im "Early Access" wird dies nun etwas logisch aufgezeigt, wie folgendes Beispiel aufzeigt:

1100 - Trade receivables (debtors) 500
2000 - Trade accounts payable (creditors) 300
Profit 200

 

 

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