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.

77 of the 118 walkthroughs carry a scenario facet.

Setting it up for the first time

• 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 new to BigLedger — what it is, what your week looks like, and where the real instructions are
• 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, 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 — 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
• 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
• 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
• 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

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
• 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 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 — Configure Malaysian payroll masters and run the monthly pay cycle in the Payroll Admin applet
• 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 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 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

Something is not working

• 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 new to BigLedger — what it is, what your week looks like, and where the real instructions are
• 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. 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
• 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 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 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
• Settings and Permissions — Somebody changed a setting and a field vanished
• 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
• 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 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
• 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
• 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,…

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
• 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
• Numbers that do not agree — Two figures that should be the same and are not
• 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…
• 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. Five subsystems make that trade-off

Closing the period

• 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
• 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
• 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
• Month-End Closing Process — The order to close a month in BigLedger
• 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…
• 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 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

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