The Admin Quick Start Guide is a downloadable, printable summary of Weel's admin set-up steps. Download it below and share it with your Admin, Owner, or Accountant team members for an offline reference. It's a point-in-time snapshot, so pair it with Weel's in-product onboarding tools for the most current guidance.
How It Works
- The Setup Guide is a persistent checklist in the Weel web app that tracks your onboarding steps and shows what's next.
- Weel Academy gives you a short video or walkthrough for each setup step, reachable from the Setup Guide or your dashboard's Getting Started card.
- Getting Started as an Accountant, Financial Controller or Business Owner is the full written walkthrough, now covering Admins, Owners, and Accountants in one guide.
- This downloadable PDF is still useful as an offline, printable copy for a new Admin, but it's a static snapshot, not a live source.
Good to know
- The Setup Guide tracks five steps: connecting your accounting software, mapping your chart of accounts, creating your first budget, verifying your business, and funding your account.
- It's worth keeping a copy handy to send a new Admin before they've logged in, since the in-product tools aren't available until then.