ONLINE ONBOARDING

Step-by-step tutorials to help you get started with OCLite faster.

Step 7: POS

Step 8: System Enhancements (Optional)

Global Configuration

1. How Do I Change My Username, Email, or Password?

2. How to Set Reports Template?

3. How to Top-Up OC Credit?

4. What Should I Do If I Forgot My Password?

HRMS

1. HRMS Configurations – Manage Approvers

2. Staff Management – Resign, Deactivate, Suspend & Unassign

PAYROLL

1. Manage Adjustments – Adjustment Purposes

2. Manage Adjustments – Add Adjustment Individually

CRM

1. Contact Book Overview (Leads, Accounts and Contacts)

2. How to Reassign Accounts

3. Financial Transactions Overview

ACCOUNTING

1. Accounting Configurations – Reference Number

Step 9: OC Lite Beginner Certification

Complete all onboarding modules to unlock and download your Beginner Digital Certificate.

Join KUN Group

Join Support Group

✦︎ Ask Gemini Gems

Accounting Configurations – Wizards

Guide to complete the initial accounting setup, ensuring accurate financial reporting, tax compliance, and system configuration.

? Where to Access Accounting

Where to Access This Function

Go to Accounting > Wizards
On the wizard page, you will see 7 steps to complete the accounting setup:

Please refer explanation below:

No.	Step	Description
1	Setup Company	Fill in your company information, address, tax registration, currency, and location settings
2	Accounting Period	Define your financial year (start and end date) for financial reporting
3	Accounting Rules	Select accounting country, enable reference number format for documents
4	Chart of Accounts	Create and manage your account structure for financial reporting
5	Add Details	Set up cash and bank accounts with all necessary details
6	Imports	Import existing data of Debtor (Customer) / Creditor (Supplier)
7	Complete	Accounting module is ready to use

Section 1: Setup Company

Please refer explanation below:

No.	Field	Description
1	Company Name	Official company name
2	Company Registration Number	Registration or business number
3	Phone	Main company phone number
4	Fax	Company fax number (optional)
5	Email	Company email address
6	Website URL	Company website (optional)
7	Address	Company Address. This address will be used in any template that includes company details.
8	SST	Tick if registered for SST. This is compulsory if you need to download the tax report.
9	Language & Culture	Preferred language and system culture
10	Locations	Headquarters or multiple branches. For OC lite users, the location is limited to headquarters only.
11	Currencies	Default: MYR. For OC lite users, the currency is limited to MYR only.
12	Setup Tax Code	Default country: Malaysia.

Section 2: Accounting Period

No.	Field	Description
1	Start Date	Beginning of the financial year
2	End Date	End of the financial year

Section 3: Accounting Rules

Accounting Rules

No.	Field	Description
1	Accounting Country	Country standard for accounting (Default: Malaysia)

Reference Number Setup

This setting controls how reference numbers for Accounting transactions (such as Invoice, Receipt, Credit Note, Debit Note, Payment Voucher, Self Invoice etc.) are generated.

Reset Period

You can configure when the running number resets.

Setting	Explanation
By Year INV/{YYYY}/{X}	The running number resets every year. Example: `INV/2026/1`, `INV/2026/2` → next year becomes `INV/2027/1`
By Month INV/{YYYY}/{MM}/{X)	The running number resets every month. Example: `INV/2026/01/1`, `INV/2026/01/2` → next month becomes `INV/2026/02/1`

This helps maintain organized numbering based on accounting or reporting periods.

Running Number Format

The system uses a standard running number format.

Example	Result
Running number	1, 2, 3, 4
Not supported	001, 0001, 01, 00001

The same rule applies to larger numbers.

Example	Result
Number 11	11
Not supported	011, 0011, 00011

Important Recommendation

Once the reference number format is configured, users are recommended not to manually edit the reference number when creating transactions.

Manual changes may cause the running number to skip.

Example:

Reference format:
INV/{yyyy}/{x}

Expected sequence:

INV/2026/1 INV/2026/2 INV/2026/3

If a user manually edits the number:

INV/2026/3  ← manually edited "INV/2026/3 - PROJECT ABC"

This may create gaps in the numbering sequence.

⚠️ Best practice: Allow the system to generate reference numbers automatically.

Section 4: Chart of Accounts

No.	Field	Description
1	Are you a new company?	Choose Yes if you’re new to ERP / Accounting system
2	Chart of Account format	Suggestion: OfficeCentral Default. This will be used across all training materials including videos and knowledge base

Example Chart of Account format: OfficeCentral Default (MY)

Example Chart of Account format: Financial Report Standard Default (MY)

Section 5: Add Details of Cash and Bank Accounts

The purpose of creating details in the Chart of Accounts is to link transactions to the correct account in financial reports.

When users record a transaction, they only need to select the relevant account (e.g. bank or petty cash). The system will then automatically post the transaction to the appropriate account, ensuring accurate financial reporting.