Is there a manual how WALLEE is working with BEXIO?

Question

Hi,
We have chosen WALLEE also for the reason they say supporting BEXIO bookkeeping.
Is there a manual/documentation available?
... How to move the NEBENBUCH from WALLEE to BEXIO?
... Month by month? Quater by quater?
... And as PAYMENT STATUSES are dynamic (DEBTORS and CREDITORS are

constantly changing), how does the data export/import work?

... Is there an automatic connection WALLEE/BEXIO available or in development?
Thanks for info.
Best
Claudio

Answer 1

Hello Claudio

We recommend you to see here how this works: https://wallee.com/automated-accounting-onlineshop-bexio.html

... How to move the NEBENBUCH from WALLEE to BEXIO?
Wallee has a export function

... Month by month? Quater by quater?
We recommend to export this data monthly

The Payment status will change with any new export.

You can use this function for the following payment methods:

Credit cards if processed directly via wallee.
ISR Invoices.
Invoices via MF Group.
PostFinance Card / E-Finance.
TWINT.
PayPal.