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  1. bexio Support
  2. Accounting

Accounting

Manual Entry

  • How do I create a manual posting?

Reports

  • How do I check my open items list with bexio?
  • 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?
See all 10 articles

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?
See all 25 articles

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?
See all 10 articles

Settings

  • 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?
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