A step-by-step guide to operate business better with OCLite
ONLINE ONBOARDING
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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 Register and 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)
4.1 How to Create and Manage Receive Invoice
4.2 How to Create and Manage Self-Billed Invoice
4.3 How to Create and Manage Payment (Issue Payment / Payment Voucher)
4.4 How to Create and Manage Received Credit Note
How to Approve / Reject / Unapprove Transactions
This guide explains how to approve or reject transactions in OfficeCentral.
Approval is required to ensure that transactions are:
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Reflected in accounting reports
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Included in financial records and aging reports
⚠️ Only approved transactions will appear in reports generated by the OfficeCentral system.
Where to Access Accounting
How to Approve / Reject Transactions
Step 1: Access the Transactions Module
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Go to Accounting > Transactions > My Location > Active
Use the screenshot below to locate these buttons.
Step 2: Search Transaction
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Use the Advanced Search Function to locate the transaction
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Best to use reference number to find the transaction
Step 3: Approve / Reject / Unapprove
| Action | Description |
|---|---|
| Approve | Confirms the transaction and includes it in reports |
| Reject | Declines the transaction (will not be included in reports) |
| Unapprove | Reverts an approved transaction back to Pending status for editing or further changes |
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Click Approve to confirm the transaction
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Click Reject if the transaction is incorrect or not required
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Click Unapprove to revert the transaction to Pending so that it can be edited or reviewed again
⚠️ Note:
Only Pending transactions can be Reject
Use the screenshot below to locate these buttons.
⚠️ Important Notes
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Only approved transactions will appear in:
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Financial reports
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Customer/vendor aging
-
-
Rejected transactions are NOT included in reports
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All transactions must go through approval for accuracy and control
? Deletion Policy
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Transactions CANNOT be deleted
Reasons:
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To maintain audit trail compliance
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Rejected transactions must be kept as proof if there are:
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Missing numbers
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Gaps in invoice sequence
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? Example Scenario
If invoice numbers appear to skip (e.g., INV001 → INV003):
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The missing invoice (INV002) may be rejected, not deleted
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This ensures proper documentation for audit purposes
? Summary
| Action | Result |
|---|---|
| Approve | Included in reports and records |
| Reject | Not included, but still stored for audit |
| Delete | ❌ Not allowed |