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Beginner's Guide

This section is for the moment before the manual makes sense: what BigLedger is, what you will be doing in it, and which page to open next. It is questions and answers, in plain English, with no procedure to follow.

If you are ready to actually do something, the instructions live in the user guide. This section points you at them.

The questions people ask first

Getting started
What is it, what will I be doing, and how do I find anything
Basic business operations
Customers, items, invoices, payments — the everyday nouns
Day-to-day usage
What a week in BigLedger looks like
Malaysian requirements
SST, e-Invoice and Peppol — what BigLedger does, and what is yours to do
Growth and scaling
Second branch, second company, more people, more control
Technical concerns
Browsers, access, data, and what we can and cannot tell you

The three facts worth knowing before anything else

1. A draft does nothing. Every document goes DRAFT → FINAL. While it is a draft, nobody else can see it and nothing has happened. “I raised it and nothing happened” is nearly always this.

2. Not every document posts. On the sales side, only the sales invoice and the POS cash bill move stock and touch your accounts. A quotation, a sales order, a delivery note — all deliberately inert. On the purchasing side, the purchase invoice is the one that counts, not the goods received note.

3. Everything reads the same records. There is no synchronising between the accounting part and the inventory part. Your customer list is one customer list.

Almost every early confusion is one of those three.

Where the real instructions are

You want to…Go to
Find your way around the screenFinding your way around
Understand how the product is put togetherPlatform overview
Set up productsBasic operations
Do the daily workDaily tasks
Follow a whole business process end to endWorkflow guides
Look up exactly what one field doesApplet reference
Fix something that will not workTroubleshooting

What success looks like

You are through this section when you can answer, without looking:

  1. What happens when you save a document as a draft? (Nothing — nobody else can see it.)
  2. Which sales document moves stock? (The sales invoice, and the POS cash bill at the counter.)
  3. Where do you look up what a particular setting does? (That applet’s reference page.)

Where to ask

Open an issue at BigLedger-Support/public — say which tenant you are on, which applet you were in, what you expected to happen and what happened instead.

Your BigLedger contact is faster for anything specific to your own tenant: permissions, e-invoice authorisation, applet registration, or your data. They can see your configuration; the documentation cannot.