Get Started Page

The Get Started page helps you set up your new organization in Wafeq through clear, sequential steps, allowing you to configure your account and begin using the system quickly without navigating across multiple screens or searching for essential settings.

This page appears automatically when a new organization is created and serves as the main onboarding page guiding you through the initial setup process.

When does the Get Started page appear?

The page appears in the following cases:

• When creating a new organization for the first time.

• When inviting a user to a new organization, provided their role is Admin.

• For all Owners of the organization.

It does not appear for users with regular permissions.

The "Get Started" page is available in full guided mode during the first two weeks after your organization is created. It will remain accessible for an additional two weeks after your trial period ends. During this time, a Start Here badge will appear in the main navigation menu, making it easy to return to the page and complete your account setup.

What does the Get Started page include?

The page displays a set of essential setup steps that help you activate your organization and configure your tax settings. These steps appear in order so you always know what to complete next.

The main steps include:
 

1. Create Your First Invoice

Click Create Your First Invoice to begin setting up your organization. You'll be prompted to enter your organization's essential details, including:

• Tax Registration Number (TRN)
• Organization Logo
• Commercial Registration Number (CR)
• Organization Address

Once you've completed all the required information, click Continue to Invoice to proceed to the Sales Invoice screen and issue your first invoice.
 

2. Track Your Expenses

Click Track Your Expenses to go directly to the Purchase Invoices screen, where you can create and record your first purchase bill in the system.

3. Import a Bank Statement

Click Import a Bank Statement to open the Bank Accounts page, where you can add your bank account. Once your account has been added, you can use it to record bank transactions, manage payments and receipts, and link it to invoices and other financial transactions in Wafeq.

What Happens After I Start or Complete the Setup Steps?

As you begin or complete the onboarding steps, additional cards will appear on the Get Started page to help you get more value from Wafeq and discover its key features.

These cards include:

• Connect to Fatoora : Connect your Wafeq account to the ZATCA (Fatoora) platform to enable e-invoicing compliance.
• Customize Templates :  Create and customize your document templates to match your business branding and requirements.
• Forward Bills to Inbox : Open the Inbox page, where you can receive bills directly, making it easier to collect and manage purchase documents.
• Connect to Other Apps : Navigate to the Integrations page to explore the integrations available in Wafeq and connect your account with the apps you use.
• Invite Your Team :Go to the Users page to invite team members and assign roles and permissions based on their responsibilities.
• Register to a Webinar :Sign up for Wafeq's recurring webinars, hosted by our product specialists, to learn more about Wafeq's features and best practices.

What Happens After the Guided Onboarding Period Ends?

The Get Started page remains available for up to four weeks as part of your account's guided onboarding experience. Once this period ends, the Get Started page and its corresponding badge are automatically removed from the main navigation menu. However, all Wafeq features remain fully accessible through the main navigation, allowing you to continue managing your business without interruption.

Where can I find the Get Started page afterward?

You can always return to the page by clicking "Get Started" from the main menu.