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Balances

15/05/2025 Lisa Cook

Understanding your financial position at any given point in time is critical for making informed business decisions. The Balances feature…

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Posted in: Banking, Financial knowledge, Tresio tool

Metrics library

04/04/2025 Lisa Cook

In Tresio, you can define and track individual metrics (KPIs) that are automatically updated. These metrics form the foundation for…

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Posted in: Accounting, Financial knowledge, Tresio tool

Management

12/03/2025 Lisa Cook

Our Management page allows you to book a 20-minute one-on-one call with a member of our customer representative team. During…

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Posted in: Accounting software, tips & tricks

Bank directory

26/02/2025 Lisa Cook

The Bank directory page allows users to prepopulate a list of bank names, which can be used when setting up…

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Posted in: Banking, tips & tricks, Tresio tool

Regional settings

25/02/2025 Lisa Cook

The Regional Settings page allows you to customize how dates, amounts, and data entries are displayed throughout the system. You…

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Posted in: tips & tricks, Tresio tool

Reference Rates

07/02/2025 Lisa Cook

The Reference Rates page displays various predefined interest rates, such as SARON, SOFR, and Euribor, which are automatically downloaded and…

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Posted in: Accounting software, tips & tricks, Tresio tool

My packages

28/01/2025 Lisa Cook

The My Packages page allows you to view your package details and make changes if needed. You can upgrade or…

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Posted in: tips & tricks, Tresio tool

Access manager

17/01/2025 Lisa Cook

The Access Manager page enables seamless workspace sharing through user management. This feature allows users, such as accountants, to log…

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Posted in: tips & tricks, Tresio tool

Monitoring your Bank Transactions with TRESIO

10/01/2025 Lisa Cook

The Transactions screen allows you to monitor the imported transactions as well as upload transactions from a file. This detailed view helps…

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Posted in: Bank Integrations, Banking

Tresio categories

03/12/2024 Lisa Cook

The Categories screen is central to Tresio’s functionality, serving as the foundation for organizing and managing your financial data. Given…

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Posted in: Financial knowledge, Tresio tool

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Categories

  • Accounting (7)
  • Accounting software (6)
  • Bank Integrations (2)
  • Banking (3)
  • Financial knowledge (14)
  • Liquidity planning (2)
  • tips & tricks (7)
  • Tresio tool (21)
  • Uncategorized (5)

Recent Posts

  • Balances
  • Metrics library
  • Management
  • Bank directory
  • Regional settings

About the TRESIO Academy

The TRESIO Academy is the wiki section of
TRESIO.
In addition to tutorial videos, instructions for liquidity planning and product updates, you will also find regular articles on finance-related topics for entrepreneurs here.

    Info@tresio.ch

    +41 (0)44 586 72 91