Getting Started & Implementation Guides
Your guided entry point to BigLedger. Whether you’re logging in for the first time or mastering advanced workflows, start here and follow the path that matches your role.
🚀 New to BigLedger? Jump to the Quick Start section below to get up and running in under an hour.
🚀 Quick Start — Your First 5 Steps
Complete these steps to go from first login to your first transaction:
| Step | What To Do | Guide |
|---|---|---|
| 1️⃣ | First Login & Orientation | Platform Overview |
| 2️⃣ | Company & User Setup | Administration Guide |
| 3️⃣ | Chart of Accounts | Chart of Accounts Setup |
| 4️⃣ | First Transaction | Standard Sales Workflow or Standard Procurement |
| 5️⃣ | First Report | Financial Reporting Guide |
Estimated time: ~60 minutes to complete all 5 steps. Each step builds on the previous one.
🎯 Choose Your Role
Select your role to access guides tailored to your responsibilities:
Financial control, reporting & compliance
Purchasing & supply chain management
Inventory, stock & logistics operations
Multi-location operations & oversight
POS operations & daily cash management
Online sales & marketplace management
Product management & pricing strategies
Audit procedures & compliance checking
📋 View all role-based guides →
📚 Guide Categories
Core Workflow Guides
7 guides — Standard, Credit, Cash, Instalment, Partial Delivery, Installation, Returns
5 guides — Standard, Direct GRN, Direct Invoice, Invoice-First, Consignment
4 guides — Chart of Accounts, Journal Entries, Financial Reporting, Bank Reconciliation
4 guides — MyInvois Setup, PEPPOL Config, Validation Rules, Malaysia Compliance
Stock management & transfer procedures
Specialized Guides
📖 Learning Paths
Follow these structured sequences to master each area. Each path links to existing guides in recommended order.
💰 Finance Path
| # | Guide | What You’ll Learn |
|---|---|---|
| 1 | Chart of Accounts Setup | Design your account structure |
| 2 | Journal Entries | Record financial transactions |
| 3 | Bank Reconciliation | Match bank statements to records |
| 4 | Financial Reporting | Generate standard financial statements |
| 5 | Financial Reporting Excellence | Advanced analytics & custom reports |
| 6 | Compliance & Audit | Regulatory compliance & audit prep |
💼 Sales Path
| # | Guide | What You’ll Learn |
|---|---|---|
| 1 | Standard Sales Workflow | Complete order-to-delivery flow |
| 2 | Credit Sales | Selling on credit terms |
| 3 | Cash Sales | Walk-in immediate payment sales |
| 4 | Instalment Sales | Financing agreements (AEON, JCL) |
| 5 | Partial Delivery | Split shipments & multiple deliveries |
| 6 | Installation Scheduling | Appliances requiring installation |
| 7 | Returns & Exchanges | Post-sale returns handling |
🛒 Procurement Path
| # | Guide | What You’ll Learn |
|---|---|---|
| 1 | Standard Procurement | Full requisition-to-payment cycle |
| 2 | Direct GRN Workflow | Receive goods without PO |
| 3 | Direct Invoice Workflow | Invoice-driven purchasing |
| 4 | Invoice-First Workflow | Process invoice before goods receipt |
| 5 | Consignment Purchasing | Vendor-managed inventory |
🏢 Admin & System Path
| # | Guide | What You’ll Learn |
|---|---|---|
| 1 | Platform Overview | System orientation & navigation |
| 2 | Administration | Company, users & permissions setup |
| 3 | E-Invoice Setup | MyInvois & PEPPOL configuration |
| 4 | E-Invoice Validation | Compliance validation rules |
| 5 | Integration Best Practices | API & system connectivity |
| 6 | Performance Optimization | System tuning & efficiency |
🔄 Business Process Flows
Order-to-Cash
Procure-to-Pay
Record-to-Report
🎬 Want to see BigLedger in action? Request a personalized demo — includes a 60-minute live session tailored to your business scenarios, Q&A with experts, and an implementation roadmap.
Need Help?
- 📧 Contact Support — 24/7 help desk
- 📖 User Guide — Daily operations quick reference
- 🔧 API Reference — Technical documentation
- 📄 Demos & Resources — Video demos & presentation materials
- 📋 Content Guidelines — For documentation contributors
Can’t find what you’re looking for? Contact Support