OVERVIEW
Business dashboard
Your Company BUSINESS CONTROL
Today’s business position, in one place.
Sales, cash collected, outstanding balances, costs and staff actions are updated from live records.
Selected periodNet positionRM 0.00
Action required
Items that need attention now
Recent invoices
Latest customer billing
| Invoice | Customer | Status | Balance |
|---|
Quick actions
Common daily tasks
SALES
Quotations
Quotation workspace
From enquiry to approval, all in one clear workflow.
Create professional quotations, track decisions and prepare client-ready documents.
Selected period valueRM 0.00
All quotations
No records yet
| Quotation no. | Client | Date | Status | Total |
|---|
Your first quotation starts here
Add your client and project scope; totals will be calculated automatically.
BILLING
Invoices
Invoice workspace
Turn approved work into clear, trackable billing.
Accepted quotations can be converted without re-entering client or project details.
OutstandingRM 0.00
All invoices
No invoices yet
| Invoice no. | Client | Due date | Status | Bukti bayaran | Total |
|---|
No invoices yet
Complete the Sales Order and Delivery / Work Completion before creating an invoice.
RELATIONSHIPS
Customers
Customer records0
Keep contact and company details ready for every new quotation.
Customer directory
No customers yet
Add your first customer
Customer details can be reused when preparing quotations and invoices.
SALES
Items
Items list
No items yet
| Item code | Description | Group | UOM | Price | Sold |
|---|
Item groups
Each group decides which sales account its items go to.
| Group | Sales account | Items |
|---|
COSTS
Daily expenses
Expense workspace
Keep every business cost visible and organised.
Record daily spending now; later, Shopee sales can flow into the same profit report.
This monthRM 0.00
Expense log
No expenses yet
| Date | Voucher | Category | Vendor / project | Paid from | Receipt | Amount |
|---|
No expenses recorded
Add daily costs to see accurate profit.
Staff petty cash accounts
Petty cash funding is tracked separately from claims and repayments.
| Custodian | Opening claim | 2026 claims | Petty cash funding | Returned / pending | Claim repayments | Claim balance due | Receipts / bank |
|---|
Petty cash funding
Company advances transferred to staff for business petty cash use. These are not expenses until supporting spending is recorded.
| Date | Custodian | Amount | Status | Bank statement |
|---|
Petty cash repayments
Company payments against staff claims. Pending items will be matched when the bank statement is imported.
| Date | Staff | Amount | Status | Note |
|---|
Staff petty cash claims
Review staff claims before reimbursement.
| Date | Staff / category | Description | Amount | Status | Receipt |
|---|
PAYABLES
Suppliers
Supplier workspace
Track supplier invoices, payments and unpaid balances.
Keep every bill and outstanding debt visible in one place.
Total outstandingRM 0.00
Supplier directory
Contact and balance summary
No matching supplier
Adjust the search or add a new supplier.
Supplier invoices
No invoices yet
| Invoice | Supplier | Due | Status | Document | Balance |
|---|
CUSTOMER / SALES
Sales Flow
Enquiries
Record every lead before preparing a quotation
| Enquiry | Customer | Project | Status | Estimate |
|---|
Sales / Job Orders
Created from accepted quotations
| Order | Customer | Quotation | Status | Total |
|---|
Delivery Order / Work Completion
Confirm delivery or completed work before invoicing
| Document | Customer | Sales order | Date | Status |
|---|
Accounts Receivable
Invoices with an unpaid balance
| Invoice | Customer | Due date | Status | Outstanding |
|---|
PURCHASING
Purchase Flow
Purchase Requisitions
Internal request and approval trail
| PR no. | Supplier | Description | Needed by | Estimate |
|---|
Purchase Orders
Link supplier bills and received goods
| PO no. | Supplier | Status | Bill | GRN | Total |
|---|
Goods Received
Proof of received purchases
| GRN | PO | Supplier | Date | Received by |
|---|
Accounts Payable
Supplier bills and remaining balances
| Supplier bill | Supplier | PO | Due | Status | Outstanding |
|---|
DOUBLE-ENTRY
Accounting
Trial Balance
Automatic debit and credit totals
| Code | Account | Debit | Credit |
|---|---|---|---|
| Total | RM 0 | RM 0 | |
Balances
Live control accounts
- Accounts Receivable
- RM 0
- Accounts Payable
- RM 0
- Loan Payable
- RM 0
- Collected
- RM 0
- Purchases
- RM 0
- Payroll expense
- RM 0
General Journal
Generated automatically from invoices, payments, expenses, supplier bills and paid payroll
Bank Reconciliation
No bank transactions
Auto-match uses supplier/customer name and amount; bank reference is ignored.| Date | Description | Amount | Status |
|---|
Lender Loans
Principal received, repayments and outstanding balance
| Lender | Principal | Repaid | Outstanding | Status |
|---|
Owner Loan Repayments
Money returned to the company against director loan receivable
| Record | Payer | Bank description | Amount |
|---|
Shopee Settlements
Gross sales, fees, shipping, refunds and payout
| Settlement | Date | Gross | Net payout |
|---|
TikTok Shop Payouts
Seller payouts received through MoneyMatch or PIPO
| Payout | Date | Bank description | Net payout |
|---|
Inventory
Quantity, cost and stock value
| SKU / item | Qty | Value |
|---|
Fixed Assets
Straight-line monthly depreciation
| Asset | Purchased | Cost | Monthly dep. |
|---|
Credit / Debit / Refund Notes
Adjust issued invoices without editing history
| Document | Invoice | Type | Amount |
|---|
Capital & Drawings
Keep personal and business money separate
| Date | Type | Reference | Amount |
|---|
Period Close
Lock completed months against accidental changes
Audit Trail
Who changed what and when
PEOPLE
Payroll & Attendance
Company working hours
43 working hours per week · breaks excluded · Sunday is the weekly rest day
| Day | Working time | Break | Normal hours |
|---|---|---|---|
| Monday–Thursday | 8:30 AM–5:30 PM | 1:00 PM–2:00 PM | 8h/day |
| Friday | 8:30 AM–5:30 PM | 12:30 PM–2:30 PM | 7h |
| Saturday | 8:30 AM–12:30 PM | None | 4h |
| Sunday | Weekly rest day | 0h | |
Attendance after normal finishing time is flagged for Admin OT approval. Work on Sunday is marked as rest-day work.
Admin Broadcast
Send information and phone notifications to every registered staff member.
No announcements sent yet.
Staff directory
Add, edit or remove staff access. Historical payroll and attendance records are preserved.
| Staff | Contact | Employment | Pay basis | Status |
|---|
Payroll calculation
Review earnings and automatic deductions, then enter a manual deduction before final salary
| Staff | Type | Days / hours | Earnings | Automatic deductions | Manual deduction | Final salary |
|---|
Attendance
Selected month
| Date | Staff | Clock in | Clock out | Hours | OT | Schedule |
|---|
Leave requests
Approve or reject staff applications
| Staff | Type | Dates | Status | Note |
|---|
REPORTING
Profit & Loss
Management report
See revenue, costs and profit at a glance.
Revenue, material costs and operating expenses use the same journal as the trial balance.
Net profitRM 0.00
Expenses by category
Cost breakdown for the selected period
LHDN readiness
Run the report to check readiness.
SECURITY
User Access
ONE APP · CONTROLLED ACCESS
Admin and Accounts use the same app.
Admin controls the whole system. Accounts users can manage sales, purchases and accounting, but cannot access payroll, staff announcements or user management.
Active users0
System users
Individual login and audit identity for every user
| Name | Role | Status |
|---|
SYSTEM
Settings
Company profile & payment settings
Controls branding and payment information across company documents.