Getting Started
Q: What is BigLedger, in one sentence?
A web-based business operating system for running a company — accounting, inventory, sales, purchasing, point of sale, e-commerce, HR and Malaysian LHDN e-Invoice — in a browser, over one shared set of records.
Q: Do I need to install anything?
No. It runs in a current desktop browser and there is nothing to put on a server.
Q: What will I actually be doing in it?
Whatever your job, your work will be one of four shapes:
- Raising documents — an order, an invoice, a receipt. Almost everything is a document.
- Maintaining master data — customers, suppliers, items, prices. Set up once, used everywhere.
- Reading reports — what is owed, what is in stock, what sold.
- Configuring — usually somebody else’s job, but worth recognising when you are in a settings screen.
Q: Where do I land when I sign in?
The launchpad: a grid of icons, one per applet installed for you. There is a search box above it that matches applet or tenant name — use it rather than hunting through the grid.
You can build a launchpad view: a named subset of the applets you actually use, in the order you use them. You can keep up to ten, and make one the thing you land on. For most people that is the single highest-value five minutes of setup. See finding your way around.
Q: Why does my menu look different from my colleague’s?
Because you have different applets installed, or different permissions, or both. Your tenant is given a set of applets, and within them an administrator can hide menus and buttons per role.
A greyed-out button usually means the data is not ready. A button that is not there at all usually means permission.
Q: I saved something and nothing happened.
Two possibilities, and between them they cover almost every case.
It is still a draft. Every document goes DRAFT → FINAL. A draft is invisible to everybody else: not in the warehouse’s queue, not in any report, not findable when somebody tries to pay it. Finalising is the step that makes it real.
Or it is a document that deliberately posts nothing. On the sales side, only the sales invoice and the POS cash bill move stock and touch your ledger. A quotation, a sales order, a delivery note and a delivery order all record intent and drive process — they change no numbers. (An open sales order does reduce the available quantity, so the same unit is not promised twice.)
On the purchasing side it is the mirror: a goods received note records the count, and the purchase invoice books the stock and creates what you owe.
Q: Is there a keyboard shortcut for anything?
No. BigLedger binds no keyboard shortcuts. The launchpad search box is the fast path.
Q: A document I raised has disappeared.
Almost certainly not. Listings are filtered by default — usually on status and a date range. Open Advanced Search and widen the date range before concluding anything is lost.
Q: What is an “applet” and what is a “module”?
An applet is a functional component — one screen or set of screens that does one job: Cashbook, Chart of Account, Sales Invoice, Stock Take. A module is a business grouping: Financial Accounting, Inventory, Purchasing, POS.
They are many-to-many — one applet belongs to several modules — which is why applet documentation lives in one place, under /applets/, and modules link to it.
Q: How much does it cost?
This wiki does not publish pricing. Ask your BigLedger contact.
Q: What should I read next?
- Finding your way around — the launchpad and the layout every applet shares.
- Platform overview — how the product is put together.
- Basic operations — the first things you will do for real.
What success looks like
Fifteen minutes in, you should be able to:
- Find an applet by typing part of its name into the launchpad search.
- Explain the difference between a draft and a final document to a colleague.
- Say which sales document moves stock.