Get started with Axum

Use this checklist on your first day. Each step links to a full guide.

Checklist

1. Sign in to the console. See Sign in to the console.
2. If you use Odoo, ask Axum support to connect it. See Connect Odoo to Axum.
3. Check the WhatsApp number that Axum uses. See Check your WhatsApp number in Axum.
4. Add the numbers of the people who send receipts. They go on the Who can send receipts tab of the Accountant page.
5. Send a first receipt over WhatsApp. See Send a receipt to the Accountant.
6. Review the draft on the Accountant page. See Approve a draft entry.
7. If you are an admin, invite a teammate. See Invite teammates.

If a step fails

If a person gets no reply in WhatsApp, see Fix a WhatsApp problem. For other questions, email support@axumworks.com.