Guides
Practical tips on Bexio, mobile accounting and working more productively in your SME.
- Guides
Using Bexio on the go: the complete guide
How to run your Bexio straight from your phone: handle invoices, receipts, contacts and payroll on the go, fast, offline-capable and secure. The practical guide for Swiss SMEs.
Read more Manage and clean up Bexio contacts on mobile
Search, create and edit contacts in Bexio on the go, and tidy up addresses and phone numbers in one pass with magic fixes. So your customer list stays clean.
Read moreCreate and send Bexio invoices on the go
How to create a Bexio invoice straight from your phone: capture line items, generate the QR-bill and send it as PDF, in just a few minutes, right after the meeting.
Read moreReview and approve supplier bills on mobile
Review incoming supplier bills in Bexio on the go, check line items and attachments and approve them, so payments don't get stuck waiting for a day at the office.
Read moreScan receipts and file them digitally with Bexio
Photograph receipts and documents on the go, crop them automatically and file them in the Bexio inbox, with Swiss AI filenames. So no receipt gets lost again.
Read morePaperless accounting for SMEs: the switch in 5 steps
What paperless accounting means, whether it's allowed in Switzerland and how small businesses make the switch in five steps, with receipt scanning, digital filing and mobile approval.
Read moreUsing Bexio offline: what works without internet
Cache-first explained: which Bexio data you can see with Vexlo even without internet, which actions need a connection and why it makes the difference on the construction site, on the train and abroad.
Read moreRetrieve payslips on mobile and share them securely
How to retrieve payslips on the go in Bexio, export them as PDF and share them securely, and what to watch out for when handling sensitive payroll data on your phone.
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