Guide
“What actually happens when I press Finalise?” “Where did this figure come from? Nothing on the screen says.” Every guide in this section leans on the answers, summarised once below. This page sends you to the guide for the job in front of you: each walks a task, or a whole process across several screens.
Where to start
New to BigLedger? Getting started — three short pages, about forty minutes, and you will be able to work.
Setting a company up? Five steps, in this order; step 3 is the one people skip and regret.
| Step | Guide | |
|---|---|---|
| 1 | Find your way around | Getting started |
| 2 | Set up the companies and branches, then the users and who may do what | Setting Up a Group, then Administration |
| 3 | Build the chart of accounts | Chart of Accounts Setup |
| 4 | Run one real transaction | Standard Sales Workflow or Standard Procurement |
| 5 | Read it back out | Financial Reporting |
Already working and stuck on one thing? Start at When something looks wrong below, at Troubleshooting, or at the FAQ.
The areas, by the job in front of you
The day’s work
A whole process, end to end
When it goes wrong, and why it works this way
The same guides, sorted another way:
No guide here yet for manufacturing, staff claims or Digital CRM: their module pages carry what there is — Manufacturing, Claims Management, Digital CRM — and until a guide exists, write your own checklist and test it on one real document.
Three things every guide assumes
- Finalise starts the posting; it does not do it. It sets the document FINAL, queues one job and returns; stock, journal, cashbook, points and the e-invoice pool follow in the background — What actually happens when I press Finalise?
- Nothing before the sale posts. Stock leaves, and the sale posts, when a sales invoice, a POS cash bill or a Sales GIN Stock Out is finalised; earlier only consignment stock moves. On the buying side the purchase invoice, not the goods received note, books the stock.
- Two documents link only where your company says so — a row per pair in each company’s Knock Off Configuration, in the Organisation applet (Standard Sales Workflow).
- Some figures are stored, not worked out fresh — statements and past aging lag a late document until rebuilt: Where did this figure come from?
When something looks wrong
| What you see | Go to |
|---|---|
| “I saved it and nothing happened.” — still a draft | Troubleshooting |
| “The document is Final but it is not in the general ledger.” — the journal job stopped after Finalise | Trace Document in the Financial Report applet, then Chart of Accounts Setup |
| The invoice’s KO For tab cannot find the order — no Knock Off Configuration row | Standard Sales Workflow prerequisites |
| “Two reports over the same period give different totals. Which is right?” | Numbers that don’t tally |
| “I finalised the invoice and nothing was submitted to LHDN.” — submission is a later scheduled run | E-Invoice & Peppol guides |
How you know it worked
Take one document you finalised today and open Error Checking → Trace Document in the Financial Report applet: Posting journal present means the journal job ran. It reads what the follow-on job wrote, not what the document says about itself.
Where this section sits
Guides answer how do I do this job; Modules explain why a result looks as it does; the Applet reference covers one screen or setting; Developers is the REST API.
Can’t find it here?
- Learn — narrated presentations
- API Reference — the REST surface
- Demos & Resources — recorded demos
- Support — the public support tracker, and your BigLedger contact for anything about your own tenant