Banking

General

• How can I link my bank with bexio?
• How can I create a new cash/postal/banking account?
• How can I set up the orange payment slips for my account?
• What is the UBS Liquidity Cockpit and how can I use it?

Banking

• How do I activate Valiant as my bank?
• How do I activate the PostFinance bank?
• How can I link my UBS e-banking account to bexio?
• How do I activate the Raiffeisen bank?
• How do I activate Credit Suisse as my bank?
• How can I synchronize with the bank: Zürcher Kantonalbank?

Utilization

• How do I match up my bank transactions with bexio?
• How do I enter payments (accounts payable) into bexio?
• Which login method do I use?
• How can bexio make sure that the right documents are posted during the automatic reconciliation?
• Why can't I receive any transactions?
• How do I download camt.053/camt.054/MT940 file in my E-Banking?