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Guides by who you are

Every task-by-task walkthrough on this site — the guides in this section and the User Guide task pages — appears here. A guide is written once; this page is a view of it.

47 of the 69 walkthroughs carry a role facet.

The whole-system operator — you run the books

  • Accounting Guides — Setup your chart of accounts, manage daily journal entries, reconcile bank statements, and generate financial reports
  • Administration — Two different jobs share this section — controlling who can do what in BigLedger, and running your loyalty programme’s master data. This page tells them apart
  • Bank Reconciliation Guide — Match your March bank statement to BigLedger, find the variance, post the fix, and save the audit pack in about 30 minutes
  • Basic Operations — The master data everything else in BigLedger reads — items, their types, and the two records every product has
  • Best Practices — The handful of BigLedger habits that stop the expensive mistakes
  • Cancelling and Correcting a Validated E-Invoice — What to do when an e-invoice LHDN has already validated turns out to be wrong
  • Chart of Accounts Setup Guide — Set up your chart of accounts in BigLedger so your first sales invoice posts cleanly and your trial balance balances to the cent
  • Choosing an Item Type — The one field on a new item you cannot change afterwards
  • Consignment Purchasing — Take stock from a supplier who still owns it, sell it, pay only for what sold, and send the rest back
  • Creating an Item — Add your first product to BigLedger end to end
  • Credit Limits and Payment Terms — Build the payment terms and credit limits your business actually uses, attach them to customers and suppliers, and know exactly which parts of BigLedger act…
  • Credit Sales Workflow — Selling on payment terms to business customers
  • Designing Pricing Rules — Build price sets that behave the way you intended
  • Direct Invoice Workflow — Book a supplier bill with no purchase order and nothing to receive
  • Document Approvals — Turn on optional sign-off for purchase requisitions, purchase orders and stock requisitions — who approves, in what order, and what happens when they do
  • E-Invoice & PEPPOL Guides — Set up MyInvois and PEPPOL, run the monthly e-invoice cycle, fix validation rejections, and cancel or correct an e-invoice LHDN has already validated
  • E-Invoice Pools & Submission Routing — How the system decides whether a document becomes an individual or consolidated e-invoice, what the Batch, Individual and Single General pools are for, and…
  • E-Invoice Validation Rules & Troubleshooting — Why LHDN rejects an e-invoice and how to fix it
  • Editing an Item — Change an item that is already in use — what you can alter, what is locked for good, what a change ripples into, and how to retire something safely
  • Financial Reporting Guide — Close the month, generate a balanced Trial Balance, Profit and Loss, and Balance Sheet, and export everything to Excel for your external accountant
  • Groups — Create a group, get people into it, and attach the permissions everyone in it should inherit
  • Incoming Supplier E-Invoices — What BigLedger does and does not do with the e-invoices your suppliers issue to you
  • Invoice-First Workflow — When the supplier’s invoice — or a demand for a deposit — arrives before the goods
  • Journal Entries Guide — Post a balanced manual journal, clone a recurring one, and void a mistake so your month-end ledger lands clean
  • Maintaining Items — Keep your product records right in BigLedger
  • Maintaining the Item Master — Keep the commercial side of an item right
  • Member Classes — Create the tiers of your loyalty programme — and understand why the class, not the label, is what pricing and commission actually read
  • Member Label Lists — Group your loyalty labels so somebody can find the right one — the small piece of structure that keeps a tagging system usable
  • Member Labels — Tag loyalty members for your own segmentation — how labels differ from classes, and the one thing labels cannot do
  • MyInvois Setup Guide — Get your company ready to submit e-invoices to LHDN through BigLedger
  • Peppol Configuration Guide — Deliver invoices and credit notes straight into a trading partner’s system over the Peppol network
  • Purchase Invoice Processing — Book a supplier’s bill against the order and the receipt, check it before you commit, and finalise it
  • Recording a Customer Payment — Take money from a customer and get it onto the right invoice
  • Registering a Loyalty Member — Add a member to your loyalty programme, put them in the right class and labels, and adjust their points — plus how to load thousands at once
  • Reports & Analytics — Which BigLedger report answers which question
  • Setting Up Pricing Schemes — Give the same item different standard prices for retail, members and wholesale
  • Setting Up a Price Book — Build a price book that actually changes the price on a sales line
  • Standard Procurement Workflow — Order from a supplier, receive the goods, book the bill and pay it
  • Stock Management Guide — Set stock tracking up once, correctly, so your first receipt lands at the right location, shows on the balance and values properly
  • Teams and Permissions — Set up teams in BigLedger and control who can view, edit and export customer and membership data
  • The Month-End E-Invoice Cycle (1st to 7th) — How to close a month of e-invoicing
  • Understanding E-Invoice Statuses — What In Queue, Submitted, Valid and Invalid actually mean, why an e-invoice that has not moved shows no error message, how long each stage normally takes,…
  • What Malaysia Requires: E-Invoicing Explained — The background to Malaysian e-invoicing

The stock hand — you count and move things

  • Goods Received Note Processing — Receive a delivery against a purchase order, count it honestly, capture serial and batch details, and finalise the GRN
  • Inventory Management — Set stock tracking up, move stock between branches, count it, correct it, and read the reports — with the traps that catch people, named
  • Stock Transfer Procedures — Move stock from one branch to another in BigLedger’s two-step transfer — and understand the queue in the middle, which is where transfers go wrong

The counter — you serve customers and cash up

Not written yet

No walkthrough on this site is addressed to the contact-centre agent, the branch operator, the outside party or the counter supervisor. Saying so is quicker than letting you search for it.

Writing for BigLedger rather than working in it? The developer documentation is Developers.

Browse the same walkthroughs another way: Guides by the situation you are in · Guides by subject · the guides in reading order