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Guides by the situation you are in

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.

34 of the 69 walkthroughs carry a scenario facet.

Answering to a regulator

Setting it up for the first time

  • 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
  • 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
  • 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…
  • 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
  • Finding Your Way Around — The launchpad, launchpad views, and the layout every BigLedger applet shares — so that once you can drive one applet you can drive all of them
  • Getting Started — Your first steps in BigLedger — what it is, how to get around it, and the order to read things in
  • Introduction — Your first hour in BigLedger — what it is, what you will actually be doing in it, and the two facts that explain most of the surprises
  • 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
  • Platform Overview — What BigLedger actually is — a cloud business operating system built from applets over one shared data core, with a documented API that an AI agent can…
  • 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

The everyday run

  • Creating a Sales Order — Raise a sales order in BigLedger from a customer’s request
  • Daily Tasks — The routine work — sales orders, deliveries, payments, purchasing and pricing — and which document in each chain is the one that actually counts
  • Planning Delivery Trips — Turn the day’s deliveries into trips your drivers can run
  • Processing a Delivery Order — Raise a delivery order from a sales order, send its lines to the warehouse queue, turn them into a delivery job, and understand what it does
  • Purchasing Overview — The shape of purchasing in BigLedger — which of the five receipt paths your company uses, who does what in which order, and where each task actually lives
  • Recording a Customer Payment — Take money from a customer and get it onto the right invoice
  • Sales Operations Overview — The shape of a sales day in BigLedger

Something is not working

Closing the period

More than one branch

  • 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

Two numbers do not agree

  • 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

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