April 2025

Cash discount independent of payment on bills

29 April 2025

We have released a new change for bills that allows you to add a cash discount independent of the payment. This small but highly requested improvement introduces a new "Post as cash discount" button. This button appears on all bills where the pending amount is equal to or less than 10% of the total bill amount.

Currency now displayed on bills and vendor credit notes

23 April 2025

We rolled out a small but useful change to the Purchase module. The currency is now clearly displayed in the document header for both bills and vendor credit notes. This improvement provides a quick and easy way to see the currency at a glance.

Filter function for vendor credit notes

22 April 2025

We are pleased to announce that we have introduced a new function in the Purchasing module today that significantly simplifies the management of vendor credit notes (VCNs). From now on, you can:

Create custom filters: Save any filter criteria you apply to the list of vendor credit notes as a custom filter.
View saved filters: The list of previously saved filters is available at any time.
Apply filters: Select a saved filter to immediately apply all stored criteria to the list.
Delete filters: Filters that are no longer needed can be easily removed from the list.

With this enhancement, you can access the credit notes that are relevant to you more quickly and efficiently.

Smaller improvements and a new Dashboard feature in Payroll

16 April 2025

We have made several small but impactful improvements to the Payroll module and added a new feature to the Dashboard to enhance your experience:

Visual changes on the front page for better usability.

Improved naming on the "Add Insurance" page to reduce support inquiries.
Unified the direction of arrows in accordions for better consistency.
Fixed an error in the wage statement report.
NEW: Birthday and Jubilee function on the Dashboard view.

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11 April 2025

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Learn more »

Significantly improved auto-reconciliation for purchase bills

10 April 2025

We are pleased to introduce a newly improved automatic reconciliation for purchase bills. In order to fully benefit from this improvement and save a significant amount of time during reconciliation, the following steps should be followed when creating purchase bills in bexio:

This is how it works:

Create your bill in the purchasing module.
Enter the outgoing payment directly on the bill in bexio.
Transfer the payments to the bank – either via the bexio interface or via a pain.001 file.
Import your transactions into bexio – automatically via interface or by uploading a camt.053 or ZIP file.

You will find all reconciled supplier bills in the “transactions” overview by clicking on “Show bank transactions” for your connected bank account in bexio.

Important: The bank must provide the correct IDs during import (this is usually the case, but can vary depending on the bank).

You can find more details in our support article.

New in bexio Cockpit: Import ready-made process templates from bexio

8 April 2024

Process templates help fiduciaries to structure and standardize their workflows in bexio Cockpit. We are now providing you with a selection of predefined templates for typical fiduciary processes - for example, for preparing annual financial statements or managing payroll accounting.

What's new?

Administrators will now find the “Import examples” button in the list of process templates.
After confirming the import, the templates are transferred to the overview and can be used or edited as usual.
Existing templates remain unchanged.

What are the benefits?
With the new bexio templates, you save time when creating new processes and benefit from tried-and-tested standards - ideal for getting started or as inspiration for your own templates.

Enjoy structuring your processes - and as always, we look forward to your feedback!

Learn more »

Mobile App bexio Go - 3.2.2

8. April 2025

The release contains small fixes and improvements.

Refreshed look and improved credit note creation in Purchase

1 April 2025

We've made two important changes to the Purchase module to improve your experience:

All documents have a new, refreshed look. We have removed unnecessary UI elements like drop shadows to help you focus better on the content.
The vendor credit notes module now uses the new supplier selection component, which allows you to attach a file right away. This standardizes the workflow across the entire Purchase module.