Beginner's Guide

Welcome to BigLedger! This comprehensive guide is designed to help new users get started and become proficient with the BigLedger ERP system.

Guide Overview

This beginner’s guide is organized into key topics to help you learn BigLedger step by step:

Getting Started
Initial setup, login, and basic navigation
Basic Business Operations
Core business functions and workflows
Day-to-Day Usage
Common daily tasks and procedures
Malaysian Features
GST, SST, e-invoicing, and local compliance
Growth & Scaling
Expanding your use of BigLedger
Technical Setup
System requirements and technical considerations
Cost & ROI
Pricing, value, and return on investment

Who Is This Guide For?

This guide is perfect for:

  • New BigLedger users starting their journey
  • Business owners evaluating BigLedger
  • Employees learning the system
  • Partners onboarding new clients
  • Anyone wanting to understand BigLedger basics

Learning Path

Week 1: Foundation

  1. Complete initial setup
  2. Learn basic navigation
  3. Set up your company profile
  4. Add your first products/services

Week 2: Core Operations

  1. Create your first invoice
  2. Manage inventory
  3. Handle customer data
  4. Process payments

Week 3: Advanced Features

  1. Explore reporting tools
  2. Set up automation
  3. Configure integrations
  4. Customize workflows

Week 4: Optimization

  1. Review best practices
  2. Optimize settings
  3. Train your team
  4. Plan for growth

Quick Start Checklist

  • Account created and verified
  • Company information completed
  • Tax settings configured
  • Bank accounts linked
  • Products/services added
  • Customer database imported
  • First invoice created
  • Payment method set up
  • Reports dashboard configured
  • Team members invited

Support Resources

Getting Help

  • Live Chat: Available during business hours
  • Email Support: support@bigledger.com
  • Video Tutorials: Step-by-step visual guides
  • Knowledge Base: Searchable help articles

Training Options

  • Free Webinars: Weekly sessions for beginners
  • Online Courses: Self-paced learning modules
  • On-site Training: Available for teams
  • Certification Programs: Become a BigLedger expert

Tips for Success

Start Simple

  • Begin with basic features
  • Master one module at a time
  • Don’t try to learn everything at once
  • Focus on your immediate needs

Use Templates

  • Start with pre-built templates
  • Customize gradually as you learn
  • Save your own templates for efficiency

Ask Questions

  • No question is too basic
  • Use the support resources
  • Join the community forum
  • Attend training sessions

Practice Regularly

  • Use the system daily
  • Try new features weekly
  • Review reports regularly
  • Keep learning and improving

Next Steps

Ready to begin? Start with our Getting Started Guide to set up your BigLedger account and learn the basics.

For specific questions, check our Frequently Asked Questions or contact our support team.

Welcome to the BigLedger family! We’re here to help you succeed.