Getting started
First week with Numonis
Initial checklist to prepare your account, banking, documents, team, and communication channels.
During the first week, prepare the information Numonis and your accountant need to work without interruptions.
The dashboard helps you review alerts, metrics, and next steps when you start.
Day 1: sign in and review the organization
- Sign in to Numonis with your email and password.
- Confirm that you are in the correct organization.
- Review your profile, language, time zone, and appearance.
- Check the basic company details in Settings.
- Keep important notifications active for tasks, messages, and documents.
Prepare banks and documents
- Connect the bank accounts your company uses for business activity.
- Check whether any account appears pending, expired, or in error.
- Upload recent supplier invoices, receipts, tickets, and supporting documents.
- Review the first bank transactions and link documents if Numonis shows suggestions.
Organize the team
- Invite people who need to upload documents, review invoices, or consult information.
- Make sure each person signs in with their own user.
- Avoid sharing passwords between team members.
- If someone should not see company information, review their access with Numonis.
Review tasks and messages
- Open Tasks to see pending requests from your accountant.
- Complete tasks with documents, answers, or clarifications.
- Use Messages for questions that do not fit a specific task.
- Include dates, amounts, customers, suppliers, or documents when you ask.
Activate invoicing if you will use it
- Review invoicing settings.
- Check tax details, numbering, language, emails, and payment details.
- Create frequent customers and items.
- Issue an invoice only after reviewing all details.
At the end of the week
Check that the dashboard does not show critical alerts, that your main documents are uploaded, and that you know how to reach Documents, Messages, Banking, Tasks, and Sales invoices from desktop and mobile.