December 2024

Table of Content

bexio Cockpit: THE digital workplace for fiduciaries

18 December 2024

bexio Cockpit is a digital workplace for client management and process automation developed specifically for fiduciaries, which promotes digitalization, optimizes workflows and sustainably increases efficiency in day-to-day business. The bexio Cockpit will replace the previous fiduciary portal in the course of the next year - all data will be transferred seamlessly.

Advantages at a glance:

Central client overview: 360 degree view and direct client access
KPI dashboard: Financial indicators can be accessed centrally
Digital work organization: Efficient processes save time
Seamless integration into bexio Office

New outgoing payments list now set as standard

12 December 2024

The outgoing payment list, which was previously available as an opt-in, now replaces the old list view.

This list view was optimized as part of the introduction of structured addresses for outgoing payments. It is also a building block in ongoing developments to improve the user-friendliness of the banking module and offers improved search, filter and management options for outgoing payments.

The list view has been adapted to the new design of lists throughout the product to ensure further consistency.