ONLINE ONBOARDING

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

Step 1: Global Configuration

1. How to Log In to OfficeCentral?

2. How to Manage Company’s Information?

3. How Do I Manage Locations in OfficeCentral?

4. How to Manage Public Holidays?

5. How to Manage State Holidays?

6. How to Manage Company Bank Account?

7. How to Add, Remove & Replace Users?

Step 2: HRMS

1. HRMS Configurations – Manage Department

2. HRMS Configurations – Manage Designation

3. HRMS Configurations – Manage Job Classifications

4. Staff Management – How to Add New Staff?

5. Staff Management – How to Edit Staff’s Information?

6. Leave Setup – Step 1: Define Leave Types

7. Leave Setup – Step 2: Leave Entitlement Defaults

8. Leave Setup – Step 3: Process Leave Entitlements

9. How to Manage Leave Application for Staff (HR / Admin)

Step 3: Payroll

1. Manage Payroll Profile

2. Process and Manage Salary Slips

Step 4: Accounting

1. Accounting Configurations – Wizards

2. Accounting Configurations – Accounting Period

3. Understanding Chart of Accounts

4. How to Create and Manage Customer (Debtor)

5. How to Create and Manage Invoice

6. How to Create and Manage Receipt (Receive Payment)

7. How to Create and Manage Credit Note

8. How to Create and Manage Debit Note

9. How to Create and Manage Supplier (Creditor)

10. How to Create and Manage Receive Invoice

11. How to Create and Manage Self-Billed Invoice

12. How to Create and Manage Payment (Issue Payment / Payment Voucher)

13. How to Create and Manage Received Credit Note

14. How to Create and Manage Received Debit Note

15. How to Approve / Reject / Unapprove Transactions

Step 5: Pricebook

Step 1: Manage Pricebook Categories

Step 2: Pricebook Management – Add Product / Item / Service Details

Step 6: CRM

1. CRM Configurations – Setting & Configurations

2. How to Manage Leads

3. How to Manage Accounts

4. How to Manage Contacts

5. How to Manage Quotation

6. How to Manage Order Acceptance

7. How to Manage Delivery Order

8. How to Manage Invoice

9. How to Manage Receipt

10. How to Manage Meeting

11. How to Manage Phone Calls

Step 7: POS

1. How to Create a Counter

2. How to Create a Sales Transaction

3. How to Manage Back Office

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
Next

Understanding Chart of Accounts

The Chart of Accounts (COA) is the backbone of your accounting system. It organizes all your accounts for accurate financial reporting.

In OfficeCentral, the COA allows you to:

  • Categorize financial transactions

  • Produce financial statements (Profit & Loss, Balance Sheet)

  • Map transactions to the correct account for reporting

⚠️ Important: In OfficeCentral, all transactions are mapped only to Detail accounts, not Header accounts.

? Where to Access Accounting

 

Where to Access This Function

  1. Go to Accounting > Chart of Accounts

  2. Click on Chart of Accounts

Here, you will see a set of Chart of Accounts depends on Chart of Account structure that you’ve selected in 1.0 Accounting Configurations – Wizards

Example Chart of Account format: OfficeCentral Default (MY)

 

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

Understanding Header vs Detail

Type Purpose Notes
Header Account Acts as a group or category for multiple detail accounts Cannot be used to record transactions directly
Detail Account Actual account where transactions are recorded All invoices, receipts, journal entries, etc., must map to detail accounts

How to Identify Header vs Detail

? Insert screenshot showing selected account and right-side panel

Steps

  1. Click on any account in the Chart of Accounts list
  2. Look at the right-side panel
  3. Check the

How to Add Header Account

  1. Go to Chart of Accounts > Chart of Accounts
  2. Click + Add Header
  3. Make sure the Account Type: Header
  4. Fill in the details:
No. Field Description
1 Account Name *  Name of the header (e.g., Assets, Expenses)
2 Account Code *  Auto-generated (can customize if needed)
3 Location *  Select applicable location
4 What is this Account? *  Select applicable account
  1. Click Submit

Please refer screenshot below to locate the buttons

How to Add Detail Account

  1. Go to Chart of Accounts > Chart of Accounts
  2. Click on Header you would like to add the Detail
  3. Click on Add Detail under Chart of Account Information
  4. Make sure the Account Type: Detail
  5. Fill in the details:
    No. Field Description
    1 Account Name *  Name of the header (e.g., Assets, Expenses)
    2 Account Code *  Auto-generated (can customize if needed)
    3 Location *  Select applicable location
    4 What is this Account? *  Select applicable account
  6. Click Submit

Please refer screenshot below to locate the buttons

Example Structure

Header: Current Assets

  • Detail: Cash

  • Detail: Bank Accounts

Header: Current Liabilities

  • Detail: Creditors

  • Detail: Wages Payables

This structure helps keep your COA organized and financial reports accurate.

Powered by CookieAdmin