How expense management works with bexio
With the bexio purchase module, you can take care of your expenses, purchases and receipts quickly, easily and reliably. Supplier invoices and expenses can be automatically recorded, posted and paid through the direct link to your banking. Save valuable time thanks to automated expense management.
Central overview of all company expenses
Always keep an eye on all your expenses.
- Thanks to the clear dashboard, you get a general overview immediately after logging in.
- Filter supplier invoices by supplier, due date, posting account and much more.
- View all expenses and invoices, including a preview of the receipt.
Flexible, wherever you happen to be
Even during customer appointments or on the train – no matter where you are on your way, bexio supports you regardless of your location.
- Scan receipts at any time, even when out and about – our "bexio Go" app makes this possible.
- All scanned receipts can be viewed in bexio – which means no more lost receipts!
- bexio automatically records supplier invoices with the correct details from scanned QR invoices.
Direct interface to your banking
Record your expenses in just a few clicks and send the payment orders directly to your banking.
- Enter orders for products, as well as any associated supplier invoices and receipts, in the purchase module.
- Enter, post and pay supplier invoices and expenses in just a few steps.
- Select the correct posting account, set the due date, and assign scanned documents.
- Payment orders to suppliers will be sent directly to your e-banking system
More than a third of our customers are already successfully using the purchase module
Find out from bexio expert Robin Heering why the purchase module is an indispensable tool.
FAQ – Questions and answers about expense management
With the help of expense management, companies can manage all their expenditures, such as purchases, but also business expenses and other costs. In the end, it is about reducing expenses, identifying potential areas for savings that have previously not been taken advantage of, and optimising procurement processes so that time and money can be saved long term.
Efficient expense management allows you to achieve greater efficiency by automating manual, error-prone processes. You can also minimise procurement costs and delivery risks thanks to the precise recording and knowledge of all purchases, suppliers and prices. What's more, you can become more productive by freeing up time and human resources.
Everything starts with the order entry. It is best to enter all important customer and order data directly before you begin. Order processing normally ends with invoicing, unless the customer makes a complaint, returns the goods, etc.
Expense management includes all expenses incurred in your business. On the one hand, you need to have a general overview of your business finances. To do this, you need to know where you buy which raw materials and which goods, etc. (e.g., at the best price), and which expenses you can afford according to your budget. What is also important is the issue of invoices and how you account for which expense. The latter requires proper receipt management.
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