Fiduciary

Accountant

• What does the trustee package consist of?
• How can I give my fiduciary access to my account?

Configuration

• How can I configure my Trustee Portal?
• bexio account for clients – Create/Add Account
• bexio account for clients - Differences
• bexio account for clients – Setup

Settings

• From 6 decimal places to 2 decimal places

Foreign Currencies

• Foreign currencies in bexio
• Foreign currencies  – post exchange rate differences at the end of the reporting period
• Balance carried forward in foreign currency

Year-end-closing

• How do I check my open items list with bexio?

VAT

• Calculate VAT Manually

Postings of business cases

• Creating vendor credits
• Issuing and redeeming credit vouchers
• Commission's fee accounting
• How do I display primary production?
• Booking credit card transactions / statements
• Tax handling (VAT) of compensation payments for car repairs