Your first week
A practical order for your first seven days, from setup to your first reconciled bank account.
- Day 1 — set up your company, fiscal year and tax pack, and invite your team.
- Day 2 — bring your books across: chart of accounts, customers, vendors and opening balances. See Moving to AXOFFICE.
- Day 3 — compare the opening trial balance and balance sheet with your old system for the same date.
- Day 4 — connect what you already use: statement forwarding, payment providers, your online store.
- Day 5 — create and send your first invoice, and record your first bill.
- Day 6 — import a bank statement and reconcile it.
- Day 7 — go through the Overview and the Inbox with your accountant.
Note
A short tour runs the first time you open AXO. You can close it and carry on whenever you like.
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