With more than 70,000 users, bexio is a popular business software from Switzerland that is particularly popular with small and medium-sized companies. bexio offers a solution for anyone who has spent far too much time on bookkeeping in their daily business and aims to make administration as easy as possible.
Once you have set up the bexio integration in your awork workspace, you can easily transfer your tracked times – whether individually or in groups – to invoices in bexio. From there, these invoices can then be easily forwarded to your clients and invoiced. This easy connection between awork and bexio makes the invoicing process efficient and uncomplicated.
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Set up the bexio Integration
To set up the bexio integration, go to Settings > Integrations in the awork menu. Open the integration library and select bexio in the invoicing tools section.
You are also able to start the integration setup directly from the time reports if there is no billing tool integrated yet. Just click on the $ icon in the upper right corner and select Generate Invoice.
When you start the bexio integration from awork, you will be redirected to bexio and will be asked to log in there with your bexio user and password. You will then be redirected back to awork and will be able to use the integration directly.
The integration is valid until the authorization in bexio is removed or locked.
Good to know when creating invoices with bexio
How to create an invoice with bexio:
Step 1: Select an existing invoice from bexio and add times to it or create a new invoice.
Step 2: Select an existing client from bexio. Clients cannot be selected from awork here.
Step 3: Decide how the times should be grouped in your invoice.
Step 4: Select the item text (project, task, user) and the unit of measure.
Step 5: Set the prices and put the finishing touches to the items.
Step 6: Decide whether you want to mark the times as billed or not.
Step 7: Done! You can now open and edit the invoice directly in bexio.
For optimal use of the bexio integration, you should note the following information:
Standard tax rate: The standard tax rate when creating an invoice is 8.1%. This cannot currently be adjusted. If there is no such tax in your bexio account, the first one stored in your bexio is simply used.
Default currency: The default currency for the positions is CHF because bexio is a Swiss company.
Bank account: The bank account for the invoice is either the account that is linked to the default tax rate in your bexio account or, if the tax rate has no linked account, the first bank account that is stored in your bexio account.
Payment method: By default, the payment method from bexio that has "Rechnung" or "Invoice" in its name is selected. If there is no such payment method, the first payment method stored in your bexio account will be selected.
Due date: The due date of the invoice is set to 6 months by default. This can be subsequently adjusted in the "Payable by" field.