Guides by who you are

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

61 of the 118 walkthroughs carry a role facet.

The whole-system operator — you run the books

A supplier sent us an e-invoice. What do we do with it? Incoming supplier e-invoices — What BigLedger does and does not do with the e-invoices your suppliers issue to you
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
Banking the Day’s Takings — Following the cash out of the drawer, into the bank, and onto the bank statement
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
Can I set a credit limit that actually stops an order? 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…
Can This Customer Take More Goods? Deciding on Credit — A customer near their credit limit has sent another order. How to work out what they really owe the group, why the available-credit figures BigLedger…
Can somebody view customers without being able to export the list? Teams and permissions — Set up teams in BigLedger and control who can view, edit and export customer and membership data
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
Chasing Overdue Accounts — Customers are paying late and nothing in the system seems to notice. How to run a weekly collections list from the ageing, send statements that actually…
Choosing an Item Type — The one field on a new item you cannot change afterwards
Closing the Month on Stock — For the stock controller and the accountant closing a month
Configure and run monthly payroll — Set up Payroll Admin for a Malaysian company, assign employees to a pay group, run Calculate through Post GL, and download statutory TXT files
Credit Sales Workflow — Selling on payment terms to business customers
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
Duplicate Customers — Why One Person Appears Three Times — The same person shows up as two customers, a member card and an e-invoice in somebody else’s name. What BigLedger uses to recognise a person across customers, contacts, member cards and e-invoice buyers; what links those records and what never does; what a merge changes (including posted documents) and what it never touches; and how to decide, merge and check
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…
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
HR & Payroll Guides — Configure Malaysian payroll masters and run the monthly pay cycle in the Payroll Admin applet
How do I get a customer’s payment onto the right invoice? Recording a customer payment — Take money from a customer and get it onto the right invoice
How do I give members, retail and wholesale different prices for the same item? Setting up pricing schemes — Give the same item different standard prices for retail, members and wholesale
How do I reconcile a bank statement? 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
How do I set MyInvois up in the first place? MyInvois setup guide — Get your company ready to submit e-invoices to LHDN through BigLedger
How does consignment stock work when I don’t own it until it sells? Consignment purchasing — Take stock from a supplier who still owns it, sell it, pay only for what sold, and send the rest back
I finalised the invoice and nothing was submitted to LHDN: 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,…
I posted a journal to the wrong account. How do I correct it? Journal entries guide — Post a balanced manual journal, clone a recurring one, and correct or remove a mistake so your month-end ledger lands clean
I submitted a wrong invoice and LHDN has already validated it. Can I cancel? Cancelling and correcting a validated e-invoice — What to do when an e-invoice LHDN has already validated turns out to be wrong
LHDN rejected it. Where do I find out why? E-invoice validation rules & troubleshooting — Why LHDN rejects an e-invoice and how to fix it
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
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
Reconciling Marketplace Payouts — For the accounts person who has to explain why a marketplace paid less than you sold. Every cut the platform takes before the money reaches your bank, what…
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
Reviewing a Set of Books Kept in BigLedger — For the auditor, the tax agent, the company secretary and the finance manager preparing for them
Sales That Arrive From Another System — and How to Notice When They Stop — For the accounts person whose sales invoices come in by sync rather than by keyboard
Setting Up a Price Book — Build a price book that actually changes the price on a sales line
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
Stopping Supply to a Customer Who Is Not Paying — The customer will not pay and you have decided to stop selling to them. How to put them on stop in BigLedger (the blacklist), exactly which documents it…
The supplier invoiced before delivering. Which document comes first? Invoice-first workflow — When the supplier’s invoice — or a demand for a deposit — arrives before the goods
What Malaysia Requires: E-Invoicing Explained — The background to Malaysian e-invoicing
What am I supposed to do between the 1st and the 7th? The month-end e-invoice cycle — How to close a month of e-invoicing
What is the difference between a goods received note and a purchase invoice? Standard procurement workflow — Order from a supplier, receive the goods, book the bill and pay it
Where do I turn on serial number or batch tracking for an item? Creating an item — Add your first product to BigLedger end to end
Which price wins when an item is in more than one rule? Designing pricing rules — Build price sets that behave the way you intended
Who May Change the Books — Separating duties in a finance team that keeps its books in BigLedger

The stock hand — you count and move things

Closing the Month on Stock — For the stock controller and the accountant closing a month
Counting Stock and Deciding What a Difference Means — For the stock controller and the branch storekeeper
Goods Received Note Processing — Receive a delivery against a purchase order, count it honestly, capture serial and batch details, and finalise the GRN
How do I move stock between branches? 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
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

The counter — you serve customers and cash up

Balancing the Drawer — Counting a till at the end of a shift, working out what you should have found, and deciding which of four things a difference actually is
Cash Sales Workflow — Serving a walk-in customer at the counter

The counter supervisor — you are the one they call over

Balancing the Drawer — Counting a till at the end of a shift, working out what you should have found, and deciding which of four things a difference actually is
Banking the Day’s Takings — Following the cash out of the drawer, into the bank, and onto the bank statement

The branch operator — you run one shop end to end

Counting Stock and Deciding What a Difference Means — For the stock controller and the branch storekeeper

The developer

AI and Automation — What BigLedger’s AI and automation actually do today

Not written yet

No walkthrough on this site is addressed to the contact-centre agent or the outside party. 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