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Category: tips & tricks

How to use Tresio Trends

08/01/2026 Bettina Schneiter

With Trends, you not only gain insight into your liquidity planning, but also into historical performance based on your bank…

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

Single Sign-On (SSO) and authorized domains

11/11/2025 Bettina Schneiter

With Single Sign-On (SSO), users can log in to Tresio using their existing company credentials (e.g., Microsoft 365 or Google…

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Posted in: Liquidity planning, tips & tricks, 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

Menu Management and Workspaces

04/10/2024 Lisa Cook

Tresio offers a wide range of features that can be flexibly adapted to different ways of working. Since not every…

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Posted in: tips & tricks, Tresio tool

How to Create and Manage System Backups in Tresio

29/08/2023 Lisa Cook

Within Tresio’s data security and administration features, the “Backups” screen provides access to both backup management and the notification center…

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Posted in: Financial knowledge, tips & tricks, Tresio tool

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Categories

  • Accounting (7)
  • Accounting software (7)
  • Bank Integrations (2)
  • Banking (3)
  • Financial knowledge (13)
  • Liquidity planning (4)
  • tips & tricks (10)
  • Tresio tool (27)

Recent Posts

  • How to use Tresio Trends
  • Single Sign-On (SSO) and authorized domains
  • Companies
  • Balances
  • Metrics library

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.

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