The bexio timeline
We work hard every day to make life easier for you as clients and accountants. Here are some of the biggest updates which we have already rolled out for you.
The latest updates at a glance
Enter, post and pay for receipts and expenses much more easily and quickly - on just one page and in less than 1 minute. The new Purchase module will be rolled out step by step: It is available immediately in all newly created bexio accounts - and at a later date in existing ones as well. Take a first look at the new purchasing module in our demo access.
Now you can create and edit accounts and account groups in the chart of accounts much faster. Simplified templates in the new accounting on-boarding, mean less adjustments need to be made to the chart of accounts. Importing chart of accounts templates from Excel allows much faster setup for pros. In addition, the new chart of accounts allows for a more transparent and simpler linking of your banking and accounting (bookkeeping) account.
More flexibility and more precise analyses. The new filters ensure that the year-on-year comparison is easier to manage. For example, new options include quarterly comparisons. Also, the PDF documents are more clearly-structured with optimized print formatting. The new PDF files are clearer, require less space and filters are applied automatically.
bexio customers are ready! Since the end of June, all bexio customers are able to process QR invoices. Activate the QR invoice in your bexio account now.
One of the most requested ideas from the Ideas Portal: Optimized e-mail dispatch from bexio by sending documents as PDF attachments.
After releasing and enhancing the bexio Contacts app in 2019, we have now merged the previous Scanner and Contacts mobile apps into one, and added a new interface to allow us to add future functions quickly and easily. With bexioGo you can scan documents, upload files and manage contacts - more functions will follow.
In addition to Visa and Mastercard payments, payment with TWINT is now possible – ensuring that your invoices are paid faster and more securely.
We want to make bexio even better for accountants. In addition to working on accounting or the accounts payable process, accountants can now expand bexio’s features. Discover the various applications in the App Marketplace for accountants that, for example, simplify entries in the commercial register and simplify online time recording.
Following the release of the first basic version of the bexio Contacts App at the beginning of 2019, we have expanded the mobile app as a result of your feedback. Now, you can not only call and search for your bexio contacts while on the move, but you can also edit and create new customers – directly on your smartphone.
The revised account ledgers are clearer and offer better filtering and exporting options.
Following the e-banking interfaces to the St.Galler Kantonalbank and the Valiant bank in summer 2018, an interface to BCV (Banque Cantonale Vaudoise) is now also available. Expensive imports and exports of electronic account statements are now a thing of the past.
The new product import significantly simplifies the maintenance of the product catalogue.
We want to enable you to produce a better analysis of your sales. You can quickly get an overview on top products, top customers and your sales performance: Download the raw data as Excel and process it further for a deeper analysis.
Thanks to the integration of payroll accounting, you can not only transfer wage payments directly from bexio but also enter wages automatically using bexio financial accounting. Manual effort is eliminated.
In close cooperation with our banking partners, we are now in the transition phase of the last banking interfaces to the new ISO 20022 payment standard. By the end of June at the latest, all payments via bexio banking will only be carried out in the new file formats, and this will also apply to salary payments.
As a bexio customer, the ideas portal is the central place where you can submit your ideas for improving bexio. You have the opportunity to offer your suggestions and functional requests directly to product management, and comment on and rate other ideas. In addition, you can follow the status of your ideas and directly see, for example, what has been followed up on or already been implemented.
We are proud of our close cooperation with our new partner: Alongside Swiss Life, UBS, Swisscom, Treuhand|Suisse, Credit Suisse and others, bexio is partnering with the IFJ – the «Institut für Jungunternehmen». Thanks to this cooperation, start-ups can benefit from broad support in company foundation and bexio customers benefit from a wide range of free seminars on relevant topics such as accounting.
A dedicated solution for accountant partners: Especially for customers whose focus is exclusively on payroll or financial accounting managed by the bexio accountant.
The new payment standard enables automated work processes: suitable ESR transactions are automatically reconciled in banking with bexio.
Following success in 2016, bexio was once again voted in 2017 as the best Swiss software start-up by the jury of the “Top 100 Start-up Awards”.
Cumbersome payroll accounting with Excel spreadsheets was a thing of yesterday! With bexio, you can invoice wages efficiently, simply and clearly. Payroll accounting in bexio will also be available in three languages as of the beginning of 2018, Swissdec certified and already being used by many bexio customers. Further features and improvements will follow.
With Advanon, you can pre-finance issued invoices directly from bexio thereby improving your liquidity. With this tenth add-on, bexio is already flexibly expandable. And more add-ons will follow.
We have heavily improved manual postings in bexio: Whether they be new features, group bookings or collective postings. In this way, bexio has fulfilled one of the most discussed customer requests.
With the new interface to Credit Suisse, bexio now offers interfaces to the five largest Swiss banks: Credit Suisse, PostFinance, Zürcher Kantonalbank, Raiffeisen and UBS. Further financial institutions will follow.
Existing features will also be improved: offers, orders and invoices in your design? No problem. With heavily improved document design, we can implement frequently mentioned customer requests: The new feature offers you simple and more design options for your documents in bexio.
Accounting in bexio should be even more efficient with the bexio scanner app: The free bexio scanner ensures that your documents are kept in order. Scan an expense receipt with your smartphone, upload directly from the app, post it – and you’re done. No matter whether you do your bookkeeping yourself or whether your trustee posts the receipts directly: Now you can do your accounting even faster.
Swiss innovation in collaboration with our partner UBS: The business software from bexio can now be linked to UBS e-banking. The tedious reconciliation of bank payments is now automatic. Payment orders can be sent from bexio to e-banking with one click. Joint customers save time-consuming manual work; the exporting and importing of electronic account statements is also a thing of the past.
Via bexio, accountants and customers can not only collaborate efficiently online: with the accountant directory, bexio customers can now find a suitable accountant in their area. This is another milestone in simplifying customer-accountant collaboration. Certified bexio accountants are not only familiar with bexio but also support you in managing your accounting, tax matters or payroll accounting.
The lives of small business owners are not only made easier when writing quotes and invoices: accounting is also a new component of bexio. A central product component on the way to the perfect tool for SME administration.
The foundation is laid! The cloud-based business software goes live with the first bexio order processing including contacts, products, projects and sales. Bexio is already being used by the first customers before its official foundation.