A step-by-step guide to operate business better with OCLite
ONLINE ONBOARDING
#OCLITELEVELUP
Global Configuration
How Do I Change My Username, Email, or Password?
How Do I Manage Locations in OfficeCentral?
How to Add, Remove & Replace Users?
How to Manage Company’s Information?
How to Manage Public Holidays?
How to Log In to OfficeCentral?
How to Set User Access in OfficeCentral? (Assign Roles)
How to Manage Company Bank Account?
What Should I Do If I Forgot My Password?
HRMS
1.1 HRMS Configurations – Manage Department
1.2 HRMS Configurations – Manage Designation
1.3 HRMS Configurations – Manage Job Classifications
1.4 HRMS Configurations – Manage Approvers
2.1 Staff Management – How to Add New Staff?
2.2 Staff Management – How to Edit Staff’s Information?
2.3 Staff Management – Resign, Deactivate, Suspend & Unassign
3.1.1 Leave Setup – Step 1: Define Leave Types
3.1.2 Leave Setup – Step 2: Leave Entitlement Defaults
3.1.3 Leave Setup – Step 3: Process Leave Entitlements
3.2.1How to Manage/Approve Leave Application for Staff (HR / Admin)
Payroll
Pricebook
CRM
Accounting
1.0 Accounting Configurations – Wizards
1.1 Accounting Configurations – Accounting Period
1.2 Accounting Configurations – Reference Number
2.0 Understanding Chart of Accounts
3.0 How to Create and Manage Customer (Debtor)
3.1 How to Create and Manage Invoice
3.2 How to Create and Manage Receipt (Receive Payment)
3.3 How to Create and Manage Credit Note
3.4 How to Create and Manage Debit Note
4.0 How to Create and Manage Supplier (Creditor)
4.2 How to Create and Manage Receive Invoice
4.3 How to Create and Manage Self-Billed Invoice
4.4 How to Create and Manage Payment (Issue Payment / Payment Voucher)
4.5 How to Create and Manage Received Credit Note
How to Set Reports Template
In OfficeCentral, you can choose pre-made report templates for different modules such as Payroll, Finance, CRM,
Procurements, HRMS, and Accounting.
⚠️ Note: Templates are predefined and cannot be customized.
⚠️ Any request to customize a report will be treated as a feature request, and charges may be incurred per manday.
Where to Access This Function
1. Go to Global Configuration
2. Click Report Settings
Use the screenshot below to locate each button:
1️⃣ Example: Payroll Report Template
1. Click Payroll under Report Settings
2. You will see the screen with available templates
Use the screenshot below to locate each template and the Save button:
3. Choose the template you want (e.g., Salary Slip)
4. Click Save
✅ Note: Only one template can be selected for each report type.
2️⃣ List of Modules & Available Templates
For other modules, you can select the template in the same way:
