Skip to content
Run the month-end e-invoice cycle · lesson 5 of 5 · for the whole-system operator — you run the books Read the full lesson · Back to the course

These slides need JavaScript to advance one at a time. Without it every slide is shown below, one after another — or read the full lesson, which carries the same steps, the same audio and the whole transcript.

Step 1 — Confirm the Batch Pool is empty for last month

You can prove every counter receipt that reached the Batch Pool went into a consolidated e-invoice.

  • Open the Batch Pool and filter to last month
Screen capture pending the demo tenant

The Batch Pool filtered to last month, once on unprocessed rows and once on failed rows, both empty

Step 2 — Confirm the two waiting pools are owned

You know that nothing is quietly unreported.

  • Open the Individual Pool, then the Single General Pool…
Screen capture pending the demo tenant

The Individual Pool with a handful of rows, each one a large or named-buyer sale still waiting for the buyer's tax number

Step 3 — Confirm every e-invoice is Valid or explained

You can say that everything sent last month reached LHDN and was accepted, or is a row you are chasing.

  • Go to Internal Submission, then To IRB E-Invoice, filter to last month…
Screen capture pending the demo tenant

Internal Submission → To IRB E-Invoice filtered to last month and sorted on status, every row Valid

Step 4 — Run the Discrepancies Report for each company

You have the one report that compares your books against your e-invoices.

  • Go to Monthly Report, then Discrepancies Report, and create it for last month…
Screen capture pending the demo tenant

Monthly Report → Discrepancies Report, the Document vs E-Invoice Discrepancy tab for one company, both directions at zero

Step 5 — Read what the report calls missing

You will not chase a gap that is not one.

What you do
  1. Read the skipped bucket first and subtract it

Step 6 — Explain a gap in the order support would

You can name the cause of any real gap without opening a ticket first.

Valid

Which leave a Valid e-invoice with no sale behind it and need…

Step 7 — Know what BigLedger cannot see

You know the two things no screen in this applet will ever show you, so you check them elsewhere.

Where this step sits
    flowchart TD
  s1["1. Confirm the Batch Pool is empty…"]
  s2["2. Confirm the two waiting pools are…"]
  s3["3. Confirm every e-invoice is Valid or…"]
  s4["4. Run the Discrepancies Report for each…"]
  s5["5. Read what the report calls missing"]
  s6["6. Explain a gap in the order…"]
  s7["7. Know what BigLedger cannot see"]
  s8["8. Keep the record and set up…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  s6 --> s7
  s7 --> s8
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s7 here;

Step 8 — Keep the record and set up next month

The month is closed in a way you can show someone later, and the 1st will be quiet.

  • Keep the evidence
  • Mark any abandoned sale Skip E-Invoice before the next run…
  • Note who owns each Individual Pool row still open
Screen capture pending the demo tenant

The Export tab on To IRB E-Invoice, with a CSV export row for last month showing Done and ready to download

Left and right arrows, or the space bar, move between slides. Play and pause belong to you — nothing moves on by itself unless you tick the box above.