Expensly
Help and guides

Accounting and export

Set up a debit account in bexio

Prepare the bank account that Expensly charges the expense reports to.

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Steps at a glance

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  1. Navigate to https://office.bexio.com/index.php/bank_account/list

  2. Click "Add Bank account" / "Bankkonto hinzufügen"

  3. Choose if you want to add a new account or link to an existing account

  4. Add a new account

  5. Select an exisiting account

  6. Enter any IBAN as we are not going to use this account for transfers.

  7. Save the changes. Afterwards you select the account in Expensly when creating the organisation, in the step "Abrechnung" under "Belastungskonto". Only bexio bank accounts are listed, not other accounts from the chart of accounts. Changing it later is not possible in the web app, contact help@expensly.ch for that.

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