Banking

General

• ★ Orange payment slip (ESR)
• Create a new cash/bank account
• Delete cash/bank account
• Invoice with QR code
• Link bexio with your E-Banking

Bank specific setup

• How do I activate the PostFinance bank?
• How do I activate Banque Cantonale du Jura as my bank?
• How do I activate the Banque Cantonale Vaudoise bank?
• How do I activate Valiant as my bank?
• How can I link my UBS e-banking account to bexio?
• How do I activate the Raiffeisen bank?

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Utilization

• ★ Reconcile bank transactions
• Enter and transfer payments directly ouf of bexio
• Overview: Banking login-methods
• Automatic reconciliation (ESR)
• FAQ: Unable to receive any transactions
• Download bank statements manually out of your E-Banking

Bank specific application

• UBS Liquidity Cockpit