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Work the pools until nothing is stuck · presentation 2 of 6 · for the whole-system operator — you run the books Read the transcript · Back to the series

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Work the pools until nothing is stuck · presentation 2 of 6

Read a pool row before you touch it

You can open any pooled document, read the Validation Error panel, say which of your records the missing field actually lives on…

Step 1 — Read what the row says is missing

You will never guess at a pooled document again.

  • Open the row in whichever pool it is in and look at the Validation…
Screen capture pending the demo tenant

A pool row opened with its Validation Error panel beside it, listing each missing counterparty field by name

Step 2 — Get the buyer's identity right

Every e-invoice carries the buyer's tax number together with an identity document type and the number that goes with it.

Where this step sits
    flowchart TD
  s1["1. Read what the row says is…"]
  s2["2. Get the buyer's identity right"]
  s3["3. Work out which record is actually…"]
  s4["4. Fix the address and the state…"]
  s5["5. Check the lines, not just the…"]
  s6["6. Press Save and Resubmit…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;

Step 3 — Work out which record is actually being sent

You can solve the most baffling case in e-invoicing: a field that is plainly correct on the customer record and plainly missing on the…

What you do
  1. Fill it completely, or empty every field of it

Step 4 — Fix the address and the state, in the right place

You can clear the second most common reason a row is stuck.

What this step names
  1. The state is matched to LHDN's code for you
  2. First exactly
  3. Then after stripping punctuation
  4. Then partially
  5. Then through a list of abbreviations
  6. Penang

Step 5 — Check the lines, not just the parties

You will catch the failures that have nothing to do with the buyer.

What you do
  1. Leave the classification blank and BigLedger fills in 022, Others…

Step 6 — Press Save and Resubmit, then read what it did

You can tell a correction that worked from one that only looked like it did.

What you do
  1. Save and Resubmit is the same button in all three pools

NarrationSlide 1 of 7

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