I have assigned the wrong category or VAT rate to a transaction. How can I correct this?
If you’ve entered the wrong VAT rate or category for a transaction and want to adjust it after the posting has been created in bexio, this can only be corrected manually in bexio. You can make the adjustment directly in the corresponding manual posting in bexio.
Please note that adjustments made later in amnis are not transferred to bexio, as synchronisation happens only once. For detailed instructions on how to edit VAT rates or categories in bexio, please refer to bexio's FAQ article.
What should I do if I accidentally uploaded the wrong receipt to amnis?
If you accidentally uploaded a wrong document to amnis, you can simply upload the correct associated receipt to amnis again. Receipts uploaded to amnis, even after the posting has been created in bexio, will always be transferred to bexio, ensuring that the documentation is updated.
Alternatively, if preferred, the correct receipt can be manually uploaded directly to bexio, for example by your trustee. In this case, however, the correct receipt will only be visible in bexio and not in amnis.
Curious about how card transaction bookings work? With just a few settings in your amnis account, you can ensure that your card transactions are booked correctly and fully automatically in bexio! Check out our FAQ article about booking of transactions in bexio for step-by-step guidance.
Please do not hesitate to contact us if you require further information. You can reach us through the following channels:
Live chat: Click the blue icon in the bottom right corner
Phone: Call our bexio Pay customer support at +41 44 500 22 24
bexio helpcenter: Further information can also be found in the bexio helpcenter