Amnis

Sabrina Maly

Silvia Cadeddu

This sections covers all questions about amnis integrations

Integrations

Minimum effort and maximum time savings: Conveniently sync your card transactions with bexio and enjoy automated accounting.

bexio Pay

Everything you need to know to complete onboarding and start using bexio Pay smoothly.

How do I get started with bexio Pay (powered by amnis)?

The card onboarding process includes all the necessary steps to synchronize and book bexio pay card transactions between amnis and bexio.

How does the bexio Pay card onboarding work?

If a feature is not showing with a green checkmark, please verify in bexio that the corresponding permission is enabled for your user.

Why are my bexio user permissions not enabled?

With bexio Pay, access all Launch plan benefits to manage your finances easier than ever!

How much do I pay for bexio Pay & the amnis-bexio integration?

Learn where to transfer money to use your bexio Pay debit card and how the total balance and multi-currency logic work together.

Where do I need to send money to use my bexio Pay debit card?

Tips for sole proprietors to select the right account type and to clearly separate private and business expenses at amnis.

amnis for sole proprietorships: How to set up your account

Choosing the right VAT setting for your bexio Pay transactions

What VAT options do I have?

Discover the basics of bexio Pay, pricing and what you need before getting started.

Getting started with bexio Pay & setup

Connecting sets up the link between amnis and bexio. Synchronizing enables data exchange.

What is the difference between "Connecting" and "Synchronizing"?

Step-by-step instructions on how to connect and manage multiple bexio accounts through a single amnis login.

Connecting several bexio accounts to amnis: A simple guide

Learn how to troubleshoot and resolve issues during the synchronisation setup of your amnis-bexio account.

I am unable to connect amnis to bexio for synchronisation: What can I do?

This article explains whether and how you can use a different transfer account for the bexio synchronization.

Can I change the transfer account used for the bexio synchronization?

We show you where to find the bexio transfer account in amnis – and how to adjust it in a few simple steps if needed.

Where can I find the bexio transfer account in amnis, and how can I change it?

Step-by-step guide to ordering a virtual or physical bexio debit card in the amnis WebApp.

How do I order a bexio debit card?

Here’s how to get assistance in obtaining your bexio Pay debit card and which roles allow you to issue cards.

What can I do if I can't order a bexio Pay debit card?

Learn step by step how you can easily activate your physical and virtual bexio pay debit card.

How can I activate my bexio Pay debit card?

Connect amnis with bexio, sync your data and manage all synchronization settings.

Set up, connect & sync amnis and bexio

This article explains how non-card payments can be synchronized and booked in bexio.

Are incoming and outgoing payments also automatically booked in bexio?

Pay in any currency with bexioPay – all transactions are settled in CHF.

Can I pay in multiple currencies with bexioPay, and how are those transactions settled?

We show you the steps required to ensure the correct booking of transactions made with the bexio Pay debit card in your bexio account.

How does the booking of card transactions in bexio work?

Once bexio synchronization is activated, transactions from existing amnis debit cards and newly created bexio cards are synced to bexio.

Can existing amnis cards be synchronized with bexio?

This article explains why card transactions are not synchronized to bexio and how to ensure they are finalized and booked correctly.

Card transactions are not synchronising to bexio: What can I do?

How to add bexio accounts, amnis categories, and VAT rates to your amnis account, and adjust existing entries.

Where can I add additional bexio accounts, amnis categories, and VAT rates?

Steps to correct VAT rates, categories and receipt uploads and ensure proper recording of card transactions in bexio.

How to correct VAT rates and categories for transactions synced with bexio

A card transaction with bexio Pay can only be assigned one category via amnis, but multiple VAT rates. Learn more here.

Can I assign different categories and VAT rates for booking card transactions in bexio?

This article explains the purpose of cost centers and clarifies that they are not synchronized with bexio.

What are cost centers used for, and are they also synchronized with bexio?

This article explains that notes entered in amnis cannot be synchronized to bexio.

Are notes entered in amnis also synchronized to bexio?

How refunds received on your bexio Pay debit card are correctly booked in your bexio account.

How are refunds from bexio Pay card transactions booked in bexio?

Here’s how to correctly book tips given on expenses paid by the bexio Pay card.

How can I book tips from card transactions in bexio?

This article explains how to cancel bexio pay and what happens after the synchronization is deactivated.

I would like to cancel bexio pay: Where can I do this?

Understand how card transactions are synchronized, booked and managed in bexio and amnis.

Card transactions, booking & accounting in bexio and amnis

Learn how to connect your account to accounting systems, what data is shared, and how access and permissions are managed

What is finAPI and how does it work with amnis?

Minimum effort and maximum control: Securely connect your bank accounts via finAPI and automate transaction synchronization for efficient financial management.

finAPI

Find answers and get help from Intercom Support and Community Experts

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