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)
4.1 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 Top-Up OC Credit
OC Credit is required for:
-
SMS messages sent to staff
-
Emails sent to staff (e.g., notifications, payslips)
-
Accounting reports sent by email (e.g., General Ledger, Aging reports)
-
Financial documents sent to customers:
-
Quotation
-
Order Acceptance
-
Invoice
-
Receipt
-
Delivery Order
-
-
Any feature that uses AI functions
⚠️ Tip: Make sure your account has enough OC Credit before enabling features that consume credits.
? Where to Access This Function
-
Go to Global Configuration
-
Click OC Credit
Use the screenshot below to locate each button:
Steps to Top-Up OC Credit
1️⃣ Check Current Credit Balance
-
The top section of the page shows your current OC Credit balance.
-
Make note of your remaining credit before topping up.
2️⃣ Click Top-Up
-
Locate the Top-Up button and click it.
Use the screenshot below to locate each button:
3️⃣ Choose Top-Up Amount & Request e-Invoice
| No. | Field | What to Do |
|---|---|---|
| 1 | Top-Up Amount | Select or enter the number of OC Credits to purchase |
| 2 | Request e-Invoice | Check this option if you need an official e-Invoice for your purchase |
| 3 | Submit | Click Submit to proceed to next step |
4️⃣ Confirm Payment
-
System will direct user to FPX, please select bank
-
Click Confirm to proceed
5️⃣ Verify Top-Up
-
Once payment is processed, your OC Credit balance will update automatically
-
Check the transaction history section to confirm