❯ Mit Klick auf diesen Link, schalten Sie die neuen Berichte nebst den alten in Ihrem bexio-Konto auf.
Content
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".
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.
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”.
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.
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 |