Guides by the situation you are in

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.

93 of the 140 walkthroughs carry a scenario facet.

Something is not working

A chat came in and nobody got the task — A customer messaged you and no agent was given the conversation
An approved salary-paid claim never reached the payslip — The claim reads approved, the employee was paid, and the claim was not in the pay. Why a Salary Payment line can sit on no cycle, on another company’s cycle…
An order is on the shop and not in BigLedger — A Shopee, Lazada or other marketplace order shows in the seller centre and not on the marketplace branch. The five-minute check, the four causes (a feed…
Approved claims never reach finance — The supervisor approved the claim and finance cannot see it
Basic Business Operations — The everyday nouns in plain English — customers, items, invoices, payments, stock — and which document in each chain is the one that counts
Beginner’s Guide — Plain-English answers for someone weighing BigLedger up or new to it
Day-to-Day Usage — What a week in BigLedger actually looks like — the daily rhythm, the weekly checks, the month-end list, and the screens worth opening every morning
Documents, drafts and posting — Saving is not finalising, finalising is not posting, and a document can be Final with no journal behind it. What each step does, and the screen that tells…
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. Why the four records exist, and how to decide, merge and check
Getting Started — The first questions — what BigLedger is, what you will actually be doing in it, why your menu looks different from a colleague’s, and where to go next
Growth and Scaling — What changes when you add a branch, a company, a channel or twenty more people — and which controls BigLedger actually enforces as you grow
I finalised the invoice and nothing was submitted to LHDN: understanding e-invoice statuses — What to do when an e-invoice says In Queue, Submitted, Valid or Invalid
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
I voided the document and the report still shows it: what a void undoes — You voided the document and the report still shows it. That is usually correct, and this page says why. A void is not a delete and not a rewind
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
Malaysian Requirements — SST, LHDN e-Invoice and Peppol in plain English — what BigLedger does for you, what stays your responsibility, and where the authoritative answer lives
Membership points and vouchers: symptom, cause, fix — Symptom, cause and fix for the membership module, gathered from the applet pages’ own troubleshooting tables and the backend
My manufactured item shows RM 0 cost, or its margin looks too good — You made something, and Stock Balance says it cost nothing
Settings and Permissions — My colleague can see it and I cannot
Stock Availability shows 50 physical but 0 available. Where did it go? The stock quantity shows zero and there is stock on the shelf — You can see the box on the shelf, the stock report says you have twelve, and the invoice you are keying says zero
Stuck documents, missing records and empty reports: the common fixes — The real messages and the real fixes for a document refused at Finalise, a Final document with no journal, a record you cannot find, a report that comes…
Technical Concerns — Honest answers about access, security, your data and what happens when the internet goes down — including what we can and cannot tell you
The credit note is not in the aging report — You raised a credit note for a customer, and the aging report still shows the invoice at its full value with the credit nowhere on it. Raising a credit note does not apply it
The invoice is FINAL but it is not in the ledger — The document says FINAL, looks normal on the listing, and there is no journal behind it
The invoice printed the wrong bank account — Your customer has paid into another company’s account, because the invoice told them to. The bank details on a printed invoice are not a BigLedger field at all
This month’s cost of sales looks wrong — The month’s cost of goods sold makes no sense against its sales, or the gross margin jumped from last month with no change in trade. Rebuild the six figures…
Troubleshooting — The things that actually go wrong in BigLedger, the real messages they produce, and where to look — including the two diagnostic screens most people never find
Wages in the trial balance do not match the payroll — The payroll says one figure and the trial balance says another, or nil, or double. Why wages reach BigLedger only through a journal a person posts, the six…
Why can’t I edit this? The field is greyed out. I cannot edit a finalised invoice — The fields have gone grey, there is no message saying why, and a colleague swears they could do this last month. What freezes when a document goes final,…

Answering to a regulator

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
Audit Trail — Find out who changed a document in BigLedger, when, and what it looked like before, from the Audit Trail inside the applet the document lives in, or across…
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
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
Did this invoice reach LHDN? Trace one document from FINAL to LHDN — Answer a customer or an auditor who asks whether an invoice reached LHDN
E-Invoice & PEPPOL Guides — What happens after you finalise a document, who in the business owns each part of e-invoicing, and which guide to open for the situation you are in
E-Invoice and MyInvois — Submission that looks stuck but is queued, rejections and what they mean, consolidated invoices for counter sales, the 72-hour cancellation window, and the…
HR & Payroll Guides — Post the month’s payroll journal and hand salary-paid claims to payroll, the two monthly jobs that work today; and the Payroll Admin walkthrough, written…
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
I finalised the invoice and nothing was submitted to LHDN: understanding e-invoice statuses — What to do when an e-invoice says In Queue, Submitted, Valid or Invalid
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
Malaysian Requirements — SST, LHDN e-Invoice and Peppol in plain English — what BigLedger does for you, what stays your responsibility, and where the authoritative answer lives
Peppol Configuration Guide — Deliver invoices and credit notes straight into a trading partner’s system over the Peppol network
Pools and E-Invoice Submission Routing — The e-invoice pools — Batch, Individual and Single General — what each is for, how BigLedger decides whether a document becomes an individual or…
Reviewing a Set of Books Kept in BigLedger — For the auditor, the tax agent, the company secretary and the finance manager preparing for them
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
Which LHDN guideline version does this wiki follow? The versions this wiki cites — The exact version and publication date of the two LHDN e-Invoice guidelines every ‘what the rules require’ note on this wiki was checked against, where each…
Who May Change the Books — Separating duties in a finance team that keeps its books in BigLedger

Setting it up for the first time

An Applet I Read About Is Not on My Launchpad. Why? — Why an applet you read about may not be on your launchpad, what a launchpad view is and where it is kept, and the layout every BigLedger applet shares
Basic Business Operations — The everyday nouns in plain English — customers, items, invoices, payments, stock — and which document in each chain is the one that counts
Basic Operations — The master data everything else in BigLedger reads — items, their types, and the two records every product has
Beginner’s Guide — Plain-English answers for someone weighing BigLedger up or new to it
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…
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
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
Day-to-Day Usage — What a week in BigLedger actually looks like — the daily rhythm, the weekly checks, the month-end list, and the screens worth opening every morning
Document Approvals — Turn on optional sign-off for purchase requisitions and purchase orders — who approves, in what order, and what happens when they do
Getting Started — The first questions — what BigLedger is, what you will actually be doing in it, why your menu looks different from a colleague’s, and where to go next
Getting Started — Your first steps in BigLedger — what it is, how to get around it, and the order to read things in
Growth and Scaling — What changes when you add a branch, a company, a channel or twenty more people — and which controls BigLedger actually enforces as you grow
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
Malaysian Requirements — SST, LHDN e-Invoice and Peppol in plain English — what BigLedger does for you, what stays your responsibility, and where the authoritative answer lives
New to BigLedger? What Actually Happens When I Press Finalise — 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
Opening Balance Migration Guide — Step-by-step guide for importing opening balances (Stock, AR, AP, Cashbook, and Ledger) into BigLedger ERP
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
Technical Concerns — Honest answers about access, security, your data and what happens when the internet goes down — including what we can and cannot tell you

Closing the period

Claims Guides — The monthly job of paying employees’ approved expense claims
Closing the Month on Stock — For the stock controller and the accountant closing a month
Coming from a system that posted cost on every sale — Your sales invoice posted no cost of goods sold, and the stock account has not moved since the month began. That is how BigLedger keeps the ledger
Counting Stock and Deciding What a Difference Means — For the stock controller and the branch storekeeper
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
Handing salary-paid claims to payroll — Expense claims set to Salary Payment are paid with salary, and BigLedger’s part ends at a file. Export each cycle your staff charge claims to, total it,…
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
Marketplace Payouts Are Short of What I Sold. Where Did This Figure Come From? — 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…
Month-End Closing Process — The order to close a month in BigLedger
Paying a month of claims — Pay the employee expense claims your supervisors approved this month, once each, and book them
Posting the month’s payroll journal — Your payroll runs in another system and BigLedger receives the month as one general journal per company. Agree what the summary carries, check it adds up,…
Reviewing a Set of Books Kept in BigLedger — For the auditor, the tax agent, the company secretary and the finance manager preparing for them
This month’s cost of sales looks wrong — The month’s cost of goods sold makes no sense against its sales, or the gross margin jumped from last month with no change in trade. Rebuild the six figures…
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
Who May Change the Books — Separating duties in a finance team that keeps its books in BigLedger

The everyday run

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…
Counting Stock and Deciding What a Difference Means — For the stock controller and the branch storekeeper
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
Day-to-Day Usage — What a week in BigLedger actually looks like — the daily rhythm, the weekly checks, the month-end list, and the screens worth opening every morning
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
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 Pick Pack 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
Reconciling the Day’s Cash-Up to the Accounts — The morning after a trading day: why the Z Report, the cashbook and the ledger show three different figures for the same takings, and the seven checks that tie each payment method from the till to the accounts
Running an Online Channel — For the person who runs an online shop on a marketplace or on your own website
Sales Operations Overview — The shape of a sales day in BigLedger
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

Two numbers do not agree

Everything is matched to zero and the bank reconciliation still won’t tally — Every visible line in the bank reconciliation is matched, the unmatched lists are empty, and the header still shows a difference
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
I knocked off the payment and the outstanding balance hasn’t changed — You applied the payment against the invoice and the number you are watching did not move. Most of the time it was never going to
Marketplace Payouts Are Short of What I Sold. Where Did This Figure Come From? — 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…
Numbers that do not agree — Two figures that should be the same and are not
Reconciling the Day’s Cash-Up to the Accounts — The morning after a trading day: why the Z Report, the cashbook and the ledger show three different figures for the same takings, and the seven checks that tie each payment method from the till to the accounts
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
The Trial Balance doesn’t agree with the ledger — You drill into an account, total the journal lines, and get a different figure from the one on the Trial Balance or Balance Sheet
The aging still shows an invoice that’s already paid — You received the money, the invoice itself shows a zero balance, and the aging report still lists it as outstanding. The report is not wrong
The margin report and the profit and loss don’t agree — Your gross profit report has moved since the last time you looked at it, or it has never agreed with the profit and loss. The cost stored on a finalised document line is not final
The order still shows a quantity outstanding after I invoiced it all — You invoiced the whole sales order and the KO For tab, or the order listing, still shows a balance to come
Two reports over the same period give different totals. Which is right? When two numbers don’t tally — Two figures that should agree, don’t. Find the symptom that sounds like yours
Where did this figure come from? Which figures BigLedger stores, and which it works out fresh — Some numbers BigLedger works out the moment you open the screen; others were worked out once and written down, and are only redone on purpose. Six places make that trade-off

More than one company

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…
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…
Reviewing a Set of Books Kept in BigLedger — For the auditor, the tax agent, the company secretary and the finance manager preparing for them
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…

More than one branch

Access, branches and companies — Empty launchpads, empty company dropdowns, a colleague who can see what you cannot, and how a group of companies should actually be set up
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
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

Connecting another system

Running an Online Channel — For the person who runs an online shop on a marketplace or on your own website
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
The platform, the API and other systems — Applets and modules, getting data in and out, the REST API, marketplaces and storefronts, and signing in securely

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