Apps

In this section

• Accounting — Keep double-entry books: post balanced journal entries, reverse mistakes, read the ledger and run financial reports.
• Chart of accounts — See your accounts grouped by kind with their balances, and add or edit accounts.
• How the books work — The rules behind double-entry accounting in AxisIQ: balanced entries, no edits, reversals, account kinds and one currency per entry.
• Journal and ledger — Browse every posting in the journal, and follow one account in the ledger with a running balance.
• Post and reverse entries — Post a balanced journal entry, and correct a mistake by reversing the entry.
• Reports — Run profit and loss, balance sheet and trial balance reports and export them as CSV.
• Analytics & Reports — Turn your live workspace data into reports: pages of tables, charts and headline numbers, built from SQL queries or from plain-English questions.
• Arrange a report — Organise a report into sections and rows, resize widgets, drag them into place, or edit the page layout directly.
• Create a report — Create an empty report, add your first widget and save it for your team.
• Data sources — Connect MySQL, PostgreSQL, MongoDB, SAP HANA or a JSON API and query it from the workspace with the same SQL, read-only.
• Favourites, home page and tags — Star the reports you use most, make one your dashboard home page, and group reports with shared or personal tags.
• Query workspace — Write or generate a query, run it, switch between table and chart views, save it, export it or open it in Sheets.
• Saved queries — Keep a query in the shared library so several reports can pin it.
• SQL rules and limits — What the query workspace allows, the 1,000-row and time limits, how tables and columns map to your data, and meaning-based search.
• Storage and indexes — See how much space each table uses, inspect columns and relationships, and add or remove indexes that speed up queries.
• Variables and time range — Add placeholders to a query so viewers can pick dates or values, and give a report its own time range.
• Widgets — Every kind of widget a report can hold, how to add each one, and every setting in the Configure widget dialog.
• Ask Axis — Ask Axis is the built-in assistant that looks things up and does the clicking for you, using only what your own role allows.
• Chat with Ask Axis — Open Ask Axis from any page, ask for what you need, follow what it did, and come back to earlier chats.
• Confirmations and questions — How Ask Axis asks before it does anything risky, and how it checks with you when your request is unclear.
• Connectors — Add outside tool servers to Ask Axis so it can use their tools alongside its built-in ones.
• Page context — Ask about the record or app on your screen and Ask Axis knows what "this" means.
• What Ask Axis can do — The kinds of work Ask Axis can do for you, grouped by area, and the one rule that limits all of them: your own permissions.
• Ask Axis on WhatsApp — Message Ask Axis from WhatsApp and get answers as yourself, with your permissions, in any of your workspaces.
• Calendar — Personal, team and resource calendars, record-date calendars and public booking pages.
• Booking pages — Publish a public scheduling link so visitors can book free slots on your calendar.
• Calendar settings — Reference for every field in a calendar's settings: name, visibility, reminders, double-booking.
• Calendars and sharing — Kinds of calendar, visibility settings, and how to share a personal calendar.
• Calendars from records — Show a record type on a calendar using a date field, and reschedule records by dragging.
• Create and edit events — Create an event, add details and a linked record, edit it and delete it.
• Find a time — See guests' free and busy time and get suggested slots that fit everyone's working hours.
• Guests, replies and reminders — Invite teammates and outside guests, handle replies, and set reminders on events.
• Repeating events — Repeat events daily, weekly, monthly, yearly or with a custom rule, and edit one, following or all occurrences.
• Subscribe, import and export — Share a calendar with Google, Outlook or Apple through a secret link and import or export .ics files.
• Time zones — How event, profile and display time zones work, and how to set yours or add a second zone.
• Views and navigation — Use day, week, month and agenda views, shortcuts, drag to create and move, and the calendar list.
• Web Campaigns — See spend and results from your connected ad and email platforms in one place, and pause, resume or reschedule campaigns.
• Accounts and sync — Check connection health, sync on demand, switch ad accounts on or off, and disconnect a platform.
• Change or schedule a campaign — Pause, resume or change the budget of a campaign immediately, or schedule a change for a set time.
• Connect a platform — Sign in to an ad or email platform so AxisIQ can pull its campaigns and results.
• Overview and campaigns — Read spend and results across platforms, filter the campaign list, and open a campaign for its daily detail.
• Content Studio — Write, publish and manage the pages of your website, app or help centre, with search settings, version history and an AI writing helper.
• Custom fields — Add extra fields such as author or category to every page of a site, and fill them in on each page.
• Media library — Upload images and files once, then use them on any page of any site.
• Pages and folders — Browse a site by folder, search and filter pages, create pages and folders, and use the page menu.
• Publish, unpublish and archive — Put a page live, update it, take it down, or retire it without deleting it.
• Search settings — Improve how a page appears in search results and when shared, using the SEO score, previews and AI suggestions.
• Sites and site settings — Create a site, switch between sites, change its settings, find the developer addresses, or delete it.
• Version history — See every publish, save a named version, compare it with your draft, and restore or roll back.
• Write a page — Use the editor: write, add images, set the web address and tags, rely on autosave, and work with the inspector.
• Writing style and the AI writer — Describe your house style once, then use the AI tab to draft, rewrite, outline and title pages.
• Drive — File storage for your workspace: personal drives, team spaces and shared folders.
• Find files — Search folders, sort and change the layout in Drive, and use the Recent view.
• Organise files — Create folders, rename, move and delete files in Drive, one by one or in bulk.
• Preview and download — Open images, PDFs, video, audio and text files in Drive, view details and download.
• Share files and folders — Share a Drive folder or file with a teammate or the whole workspace, as view or edit access.
• Spaces — The kinds of Drive space (personal, team, everyone), and how to create, open and delete one.
• Upload files and folders — Upload files or whole folders to a Drive space by picking or dragging them in.
• Flows — Automate work with a visual workflow: a trigger starts it, conditions branch it, and actions change records, call code or send web requests.
• Blocks reference — Every block in the Add a block palette: what it does, its settings, and what later blocks can use from it.
• Build a flow — Create a flow, add a trigger and actions on the canvas, connect them, save it and turn it on.
• Conditions and lists — Branch a flow on your data with Condition, and work through lists with Filter list, Summarize and For each.
• Insert values and flow context — Pick values from the trigger, earlier blocks and flow context with the Insert value menu instead of typing references.
• Runs and overview — See every time your flows ran, what each block did, and what needs attention this week.
• Templates and AI drafting — Start a flow from a ready-made template, or describe what you want in plain words and let AI draft the blocks.
• Triggers — The four ways a flow can start: a record change, a schedule in UTC, a manual Run, or a calendar event.
• Who a flow runs as — A flow acts with the permissions of the person who last changed it. Learn what that means for access, edits and leavers.
• Forms — Collect enquiries, orders and sign-ups with forms for your team or the public. Every answer is stored, and can create a record or run a function.
• Build a form — Create a form from a template, from AI suggestions or from scratch, add and order questions, and set what happens after submitting.
• Field types — The answer types a form question can have, what people see for each, and what a form cannot collect.
• Publish and share a form — Publish a form, open it to the public, share the link or embed it on your website, pre-fill answers and understand spam protection.
• Read responses — Open the response log of a form, read every answer, and see which responses created records or failed.
• Where responses go — Choose whether each response creates a record, runs a function, or is only stored in the response log.
• Functions — Write small JavaScript functions that read and change your workspace data, then run them by hand, from flows, queues, forms or a public web address.
• Expose a function over HTTP — Give a function a public web address so a website or another system can call it, and understand what it can access.
• Limits and permissions — Time, memory and size limits for functions, and whose permissions a function runs with in each situation.
• Write and run a function — Create a JavaScript function, set its timeout, save it and try it with sample input.
• Invoices & Payments — Track what customers owe, send payment links and see money arrive as payments, all in one app.
• Connect Razorpay — Add your Razorpay keys, set the default redirect page, and set up the webhook so paid links settle on their own.
• Customer setup — Choose which kind of record your invoices and payments treat as a customer, or create one.
• Invoice and payment fields — The built-in fields on invoices and payments, which values they accept, and how they relate to each other.
• The overview — Read the Overview tiles, charts, overdue list and top debtors, and open the invoices behind each number.
• Payment links — Create a payment link for an amount or an invoice, share it, then refresh or cancel it and follow it to a payment record.
• Knowledge Base — Search by meaning across AxisIQ product knowledge, your own documents and records, and your personal notes. It also powers Ask Axis answers.
• Documents and collections — Add text documents to the knowledge base, organise them into collections, and track indexing status.
• Record indexing — Choose which record types are included in knowledge search, so their text answers questions too.
• Search the knowledge base — Ask a question in plain words and see the best matching passages from AxisIQ, your organization and your personal notes.
• Marketplaces — Connect Shopify and WooCommerce stores, then browse their products, orders, customers and trading figures live.
• Browse store data — Page through a store's products, orders, customers and more, search and sort where the store allows it, and open a record.
• Connect a store — Connect a Shopify or WooCommerce store, then test, edit or disconnect it.
• Store overview and trading — Read the store profile and how it has been trading over the last 7, 30 or 90 days.
• Messaging — Send email, SMS and WhatsApp messages through your own provider accounts, with templates, a delivery log and one opt-out list.
• Connect an account — Connect an email, SMS or WhatsApp provider account, check it works, and set up delivery reports.
• Delivery statuses and reports — What each status in the delivery log means, and how delivery reports from your provider update it.
• Providers — The nine providers you can connect, the channel each serves, what each connect form asks for, and where delivery reports go.
• Send a message — Send one message from Messaging or from a record, and see what happens to it.
• Suppressions and unsubscribe — Manage the list of addresses that can no longer be messaged, and understand how unsubscribe links work.
• Templates — Write reusable messages that fill in values from a record, and link a template to one your provider has approved.
• Notifications — Tell your team the moment a record changes, with rules that post to every member's in-app inbox.
• Your inbox — Read, open and mark notifications as read from the bell icon in the top bar.
• Notification rules — Create, edit, switch off and delete rules that notify your whole team when a record is created, updated or deleted.
• Templates (PDF layouts) — Design PDF layouts for invoices, quotes and any record, then generate documents that save to Drive.
• Create a template — Write a PDF layout, bind it to a record type, choose where files are saved and preview it.
• Generate a document from a record — Use the Documents tab on a record to make a PDF from a template and download it later.
• Layout reference — Every tag, attribute, value type and limit of the PDF layout language.
• Manage templates — Duplicate, edit and delete templates, copy a template ID and see what each permission level allows.
• Template data and helpers — The placeholders, linked records and formatting helpers available inside a PDF template.
• In-Store Checkout — Sell at the counter: scan or search your catalog, take cash, card or UPI, and keep every sale in your workspace.
• Sales — List the sales rung up on your registers, filter them, and void a sale that is still waiting for payment.
• Sell at the register — Ring up a sale on the full-screen register: scan items, apply a discount, take cash, card or UPI, and print a receipt.
• Set up a register — Create a register, choose its payment methods, map your product fields and set the inventory source.
• Terminals and devices — Record which payment terminal brands you use and keep a registry of every card machine, soundbox and all-in-one.
• Work Queues — Track work through stages — receiving, packing, checks. Load a list of what you expect, scan or move items forward, and see what is late or missing.
• Board, items and report — Work a queue on its board, find any item in the Items list, and use the Report to see what is missing, overdue or unexpected.
• Create a queue and its stages — Set up a queue, define its stages and their rules, and choose what happens when an item arrives.
• Intake rules — Add records to a queue automatically when they match a condition, and take them out again when they stop matching.
• Load a manifest and scan items — Paste the list of items you expect, then scan arrivals with a barcode scanner or by typing, and read each result.
• Queue permissions — Who can see a queue, add work to it, move work along, and change the queue itself, and how to limit a role to specific queues.
• Sheets — Spreadsheets in your workspace: formulas, tabs, Excel import, live co-editing and a two-way bridge to your records.
• Create and import workbooks — Create a blank workbook, import an Excel file, and rename, copy a link to, or delete workbooks.
• Edit records in Sheets — Export a record type to a spreadsheet, edit it in bulk, and push changes back with live sync rules and limits.
• Edit together — See who else is in a workbook, where they are, and how simultaneous edits are handled.
• Function reference — Every function supported in Sheets formulas, with syntax.
• Import and export — Import CSV into a sheet, export a sheet as CSV, and export a whole workbook as Excel.
• Limits — Maximum tabs, columns, rows and cells in Sheets, and the rows allowed on each plan.
• Open a query in Sheets — Send an Analytics query result to a workbook, editable and linked to records when possible.
• Tabs and columns — Add, rename and delete sheets and columns in a workbook.
• Work in the grid — Enter data, use typed columns, select, copy and paste, and insert or delete rows in the Sheets grid.
• Write formulas — Write Excel-style formulas, refer to other sheets, and look up workspace records with AXLOOKUP.
• Team & Permissions — Invite people, give them roles, issue access keys for scripts, and check exactly who can do what.
• Access check — Ask whether a person can do a specific thing, and see which rule decided the answer.
• Access keys — Create a service account for a script or integration, give it roles, and issue or revoke its keys.
• How permissions work — The few rules behind every permission in AxisIQ: the owner, roles, and why a person with no role can do nothing.
• Invite and manage people — Invite someone with their roles, change roles later, switch seat type, revoke an invitation, or remove a person.
• Permission levels by app — Every app you can give access to, its levels, and what each level allows.
• Create and edit roles — Build a role app by app, start from a template, use full access or Advanced rules, and set up a role for public visitors.