The general ledger: accounting in Kundenbox
If you want, you can now keep the books right here — or stay with bexio, Abacus or Banana.
Switch on the general ledger under Settings → Areas. Every invoice, payment, supplier invoice and expense claim then books itself into the journal; whatever cannot be booked automatically lands in the inbox.
The bank statement is booked line by line, supplier invoices are paid by payment file, the VAT return comes from the journal — as XML for the ESTV ePortal — and at year end there is the closing with balance sheet and income statement.
You can also switch in the middle of the year: import the trial balance from bexio, Banana or Abacus and book the opening balance. Your fiduciary gets their own login and sees all their clients on one page. If you stay with your current software, nothing changes: the area stays off until you switch it on.