Full overview of features

bexio has everything you need to run your business efficiently.

Funktion-contact-management

Contact management

  • Quick access to all contacts
  • All functions linked with contact data
  • Managing contacts with your smartphone with the bexio contacts app
  • Write notes on individual contacts
  • Organize contacts into categories
  • Import address data from Excel
  • Export addresses to CSV or Excel, e.g. for mail merges
  • Upload files to a contact (included in packages Pro and Pro+)

More about the contact management.

Funktion-offers-incvoices-documents

Offers, invoices and orders

  • Create offers, orders, invoices (QR invoices) and credit notes conveniently from boilerplate text
  • Your own design on all PDF documents
  • Print payment slips and do bank reconciliation fast (ESR, orange payment slip)
  • Create documents in multiple languages.
  • Dispatch offers and invoices as online documents through email, directly from bexio

More about the order management.

Funktion-online-accounting

Online bookkeeping

  • Journal for all entries in clean layout
  • Scan your documents on the road and upload it directly with the bexio Scanner App
  • Online file storage for all receipts
  • Automatic posting of invoices (accounts receivable)
  • Enter supplier invoices (accounts payable)
  • Create balance sheets and income statements

More about the online bookkeeping.

Funktion-banking

Banking

  • Enter payment orders for vendor invoices right in bexio and submit these to your e-banking account
  • Reconciliation of bexio and your bank account
  • Automatic data exchange with UBS e-banking
  • Synchronize payment transactions with e-banking of PostFinance, Zürcher Kantonalbank or Raiffeisen
  • Finance dashboard for more overview

More about the banking functions.

Funktion-online-payroll

Online payroll accounting

  • Quick payslip in the cloud
  • Monthly, hourly wages or commissions
  • Automatic calculation of all social security funds
  • Individual wage type master
  • Integration of payroll accounting in financial accounting
  • Forwarding of wage payments to e-banking
  • Electronic forwarding of wage reports

More about payroll accounting with bexio

Funktion-product-management

Product management

  • Manage all your products and services directly in bexio
  • Import your existing products from Excel in less than 30 seconds
  • Insert products directly into offers, orders and invoices.
  • Link products with supplier contacts
  • Set products and tiered prices
  • Easy maintenance of the product catalog
Funktion-timetracking-and-projects-2

Time tracking and projects

(included in the packages Pro and Pro+)

  • Project time tracking
  • Individual hourly rates per customer, employee, activity or project
  • Import hours directly into invoices for billing
  • Manage projects and milestones
  • Task management made simple
Funktion-stock-management

Inventory management

(included in the packages Pro and Pro+)

  • Post inventory putaways and retrievals and keep an eye on stock levels
  • Orders and invoices linked with inventory management
  • Stock movements entered automatically on receipt of order
  • Manage minimum stock levels
  • Create supplier orders
  • Create delivery notes and requisition orders



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