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.
70 of the 140 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
- Accounting Guides
- Administration
- Banking the Day’s Takings
- Basic Operations
- Best Practices
- Can I set a credit limit that actually stops an order? Credit limits and payment terms
- Can This Customer Take More Goods? Deciding on Credit
- Can somebody view customers without being able to export the list? Teams and permissions
- Chart of Accounts Setup Guide
- Chasing Overdue Accounts
- Choosing an Item Type
- Claims Guides
- Closing the Month on Stock
- Configure and run monthly payroll
- Credit Sales Workflow
- Did this invoice reach LHDN? Trace one document from FINAL to LHDN
- Direct Invoice Workflow
- Document Approvals
- Duplicate Customers — Why One Person Appears Three Times
- E-Invoice & PEPPOL Guides
- Editing an Item
- Financial Reporting Guide
- HR & Payroll Guides
- Handing salary-paid claims to payroll
- How do I get a customer’s payment onto the right invoice? Recording a customer payment
- How do I give members, retail and wholesale different prices for the same item? Setting up pricing schemes
- How do I reconcile a bank statement? Bank reconciliation guide
- How do I set MyInvois up in the first place? MyInvois setup guide
- How does consignment stock work when I don’t own it until it sells? Consignment purchasing
- I finalised the invoice and nothing was submitted to LHDN: understanding e-invoice statuses
- I posted a journal to the wrong account. How do I correct it? Journal entries guide
- I submitted a wrong invoice and LHDN has already validated it. Can I cancel? Cancelling and correcting a validated e-invoice
- LHDN rejected it. Where do I find out why? E-invoice validation rules & troubleshooting
- Maintaining Items
- Maintaining the Item Master
- Marketplace Payouts Are Short of What I Sold. Where Did This Figure Come From?
- Member Classes
- Member Label Lists
- Member Labels
- Membership Guides
- Paying a month of claims
- Peppol Configuration Guide
- Pools and E-Invoice Submission Routing
- Posting the month’s payroll journal
- Purchase Invoice Processing
- Reconciling the Day’s Cash-Up to the Accounts
- Registering a Loyalty Member
- Reports & Analytics
- Reviewing a Set of Books Kept in BigLedger
- Sales That Arrive From Another System — and How to Notice When They Stop
- Setting Up a Price Book
- Stock Management Guide
- Stopping Supply to a Customer Who Is Not Paying
- The supplier invoiced before delivering. Which document comes first? Invoice-first workflow
- What Malaysia Requires: E-Invoicing Explained
- What am I supposed to do between the 1st and the 7th? The month-end e-invoice cycle
- What is the difference between a goods received note and a purchase invoice? Standard procurement workflow
- Which price wins when an item is in more than one rule? Designing pricing rules
- Who May Change the Books
The stock hand — you count and move things
- Closing the Month on Stock
- Counting Stock and Deciding What a Difference Means
- Goods Received Note Processing
- How do I move stock between branches? Stock transfer procedures
- Inventory Management
The contact-centre agent — you answer the customer
The counter — you serve customers and cash up
The counter supervisor — you are the one they call over
The branch operator — you run one shop end to end
The developer
Not written yet
No walkthrough on this site is addressed to 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