Set up a debit account in bexio

This guide provides a straightforward process for adding a new debit account in Bexio, ensuring users can efficiently manage their banking needs. It simplifies the steps involved, making it accessible even for those unfamiliar with the platform. By following this guide, users can quickly set up their accounts without confusion, enhancing their overall experience with Bexio's banking features.

Mike Schälchli
7 steps
25 seconds

Bexio

Navigate to [https://office.bexio.com/index.php/bank_account/list](https://office.bexio.com/index.php/bank_account/list)

Click "Add Bank account" / "Bankkonto hinzufügen"

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

Add a new account

Select an exisiting account

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

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.