Accounting
Manual Entry
Reports
- What are my options in the journal?
- What types of postings are there in the journal and can I edit them?
- How can I set up my accounting data?
- What are automatic bookings?
- What can I do in the account ledgers?
- What can I do in the balance sheet and the income statement?
VAT
- How can I change my VAT method during the course of a fiscal year?
- What should I be looking at under "Accounting" - "Value Added Tax"?
- What is the VAT Journal?
- Tax types in bexio
- How do I add a VAT rate?
- How do I assign numbers to my VAT rates?
Year-end closing
- What can I do with "fiscal year / year-end work"?
- How do I carry over my account balance to a new fiscal year?
- What does the message "Previous financial years still have open bookings" mean?
- What is a debit / credit variance?
- What does the function "successful booking made" check?
- How are VAT periods verified when preparing an annual financial statement?
Settings
- Legal form Association
- I changed my legal form: what do I have to adjust in bexio?
- What do I need to know about setting up accounting?
- What are system accounts and why are they needed?
- How can I manage the account groups and the chart of accounts?
- How can I set fiscal years that differ from calendar years?