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Basic Setup • B1
Are you switching to bexio and wondering how much time you will need to invest in the setup? Don't worry – with our basic setup, restarting with bexio is quick and uncomplicated. Our product specialists will take care of setting up your bexio account, giving you more time for your business.
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- Setting up a bank account and linking it for automated reconciliation
- Storing basic VAT settings
- Setting up a QR invoice
- Setting up all documents (logo, fonts, etc.)
- Creating new contact categories
- Creating product units
- Creating payment terms
- Settings for all documents
- Inviting trustees
- Checking all data and settings
Note
How the basic setup works:
- After booking, you will receive an email with detailed information, including a preparation checklist.
- For the appointment, prepare the appropriate documents (e.g., logo, IBAN, etc.)
- Product specialists carry out the setup. Any questions can be discussed together.
Note
- The basic setup does not include product training. If you would like an individual introduction, we recommend our coaching.
- The setup is carried out online.
ℹ️ Further details and information on how to best prepare for the appointment will be sent to you by email once you have made your booking.
Questions?
We are here for you. Contact us via e-mail [email protected] or phone +41 (0)71 552 00 62
