Chart of accounts — every position on the right account
Supplier invoices now reach bexio coded per position instead of as a single amount.
Under Einstellungen → Finanzen → Kontierungsplan you record the accounts your Betrieb books its costs to — number, name and what the account is for. One click adopts the Kontenrahmen KMU as a starting point, which you then adapt. Your Treuhänder can maintain the plan too, without seeing any other settings.
On a supplier invoice the AI proposes an account from your plan for every single position — cable to material, tools to tools, delivery to transport. Positions you have already coded once for the same supplier are taken over without the AI. Every proposal stays visible and changeable, and your corrections feed the next ones.
After the check the invoice reaches bexio split up: CHF 900 to 4000, CHF 250 to 6100, CHF 100 to 4200 become three positions there instead of one amount. What you owe does not change — the invoice total stays the supplier’s.