Bexio

Prerequisite

You need a smart-me Professional subscription to create energy cost invoices.

smart-me Billing can import invoices into Bexio automatically. Bexio is business software. More information: https://www.bexio.com/

Features

• Customer management in Bexio: smart-me Billing takes over the customer master data from Bexio
• Invoice export: The energy cost invoices can be created, sent and managed in Bexio.
• Automatic payment reconciliation / automatic dunning

1. Activate Bexio

1. Open smart-me Billing
2. Select "Configuration" ("Konfiguration") and the property
3. Under "Export to third-party provider" ("Export zu Drittanbieter"), select Bexio
4. Click Login and log in to Bexio
5. Click Save ("speichern")
6. Wait until Login ok (green) appears (this can take 1-2 minutes)

• Invoice title (Rechnungstitel): The title of the invoice in Bexio
• Invoice language (Sprache der Rechnung): The language Bexio should use for the invoice.
• Account for Bexio postings (Konto für Bexio-Buchungen): The Bexio account to which the line items should be assigned.

2. Assign tenants

1. Select "Configuration" ("Konfiguration") and an apartment
2. Under billing address (Rechnungsadresse), click "Add" ("Hinzufügen")
3. Select the contact from Bexio

3. Export invoices to Bexio

Create the invoices for a property

-> The invoices are automatically exported to Bexio.

smart-me Billing takes over the invoice number from Bexio (example: RE-1570 is the invoice with number 1570 in smart-me)

4. Invoices in Bexio

The invoices have now been created in Bexio and can be processed further.

1. Log in to Bexio
2. Open the invoices

Example of an exported electricity invoice

Example of an exported VEWA invoice

5. Config

Under Settings >> All settings >> Accounting (Einstellungen >> Alle Einstellungen >> Buchhaltung)

Check whether the Tax rates (Steuersätze) tile is visible.

smart-me settings

Tax rates 0%

Included.

5. Troubleshooting

account_id [Diese Eingabe ist nicht korrekt.] The account for Bexio postings is invalid. You must use a Bexio account to which invoices can also be posted.

tax_id [Diese Eingabe ist nicht korrekt.] No valid tax rate was found for an invoice line item. - Check whether all tax rates used (0%, 8.1%, 2.6%,...) exist in Bexio and are valid - Make sure that all relevant VAT rates are assigned to Form 303. If not, create additional ones for each tax. --> Settings overview --> Accounting --> Tax rates --> Edit VAT (Übersicht Einstellungen --> Buchhaltung --> Steuersätze --> Mehrwertsteuer bearbeiten)

No Bexio address found for user (Keine Bexio adresse für Benutzer gefunden) No Bexio user, or an invalid one, has been assigned to the tenant. Please assign a user to the tenant (see above: 2. Assign tenants)

{"error_code":422,"message":"The form could not be saved due to the following errors:","errors":["positions: 0 [account_id [Diese Eingabe ist nicht korrekt.]]"]}

Solution 1:

In smart-me, a tax is already included in the settings, e.g. 8.1%.

In Bexio, nothing is set up under Settings (top right) / All settings / Accounting / VAT basic settings (Einstellungen / Alle Einstellungen / Buchhaltung / Grundeinstellung MWST).

Option: enter 0% in smart-me.

Solution 2:

In smart-me, select 3400 for the export (account for Bexio posting).

Private individuals can create an account 3680 Other revenue (Sonstige Erlöse)

No tax in bexio found for 0%

Add VAT.

Contact

Bexio AG

Alte Jonastrasse 24, CH-8640 Rapperswil

+41 71 552 00 60 · support@bexio.com · www.bexio.com