Send a receipt to the Accountant

The Accountant agent turns receipts into draft accounting entries. Nothing posts to your books until a person decides.

Before you start

1. Make sure that Axum shows its WhatsApp number. See Check your WhatsApp number in Axum.
2. Make sure that your number is on the Who can send receipts tab of the Accountant page. Axum ignores a receipt from any other number. An operator, an admin or an owner can add a number.
3. Sign in at the console sign-in page.

Send through WhatsApp

1. Open the WhatsApp thread that Axum uses for your organization.
2. Send a clear photo or PDF. The limit is 20 MB. You can send a receipt, an invoice, or a payment advice.
3. Wait for the Accountant to reply with a draft summary.

You cannot upload a receipt in the console. You send it in WhatsApp. On the Accountant page, choose Chat now to open the WhatsApp thread.

Review in the console

1. Open Accountant in the console sidebar.
2. Open the Waiting for you tab and select the draft.
3. Check the amount, accounts, and vendor name.
4. Choose Post to post the entry to Odoo. Choose Save as draft to save it in Odoo without a post. Choose Discard to reject the draft.

See Approve a draft entry for the checks and for Undo.

Tips

• Send one receipt per message when you can. It keeps duplicates easier to spot.
• If the draft looks wrong, choose Let me explain to send a correction. Or choose Discard and send a sharper image.
• If the Accountant does not reply, see Fix a WhatsApp problem.