How Expensly stores expenses in bexio

1. Open Bexio https://www.bexio.com/de-CH/

2. Log in

3. Log in with your credentials (for a test account, use the test login details)

4. Go to "Lieferantenrechnungen" (Supplier invoices)

5. Select one of the supplier invoices, e.g. "Firma1 MA1"

6. The supplier invoice lists all receipts of that employee.

7. If necessary, changes can still be made here. CAUTION: these changes are not synced back to Expensly, and Expensly rewrites the supplier invoice whenever a transaction changes. It is therefore better to make changes in the Expensly app.

Expense reimbursement or posting to the debit account

8. If you activated expense reimbursement, Expensly automatically creates a payment order (IBAN) to the employee when the expense report is closed and sets the supplier invoice to "Bezahlt" (paid). Frequency: monthly, every two weeks or manual. With "Manuell" you close the reports under Einstellungen Organisation, tab "bexio", "Spesenabrechnungen jetzt schliessen". The employee must have entered their IBAN in the Expensly app.

9. If the company pays, Expensly automatically creates a manual payment from the debit account selected during setup.

   The debit account can be chosen freely. To do so, add the desired account as a bank account under Banking in bexio: https://office.bexio.com/index.php/bank_account/list