# Accounting Module

The Accounting module provides a complete invoicing and billing solution integrated with BasedInbox's expense tracking.

# Overview

The accounting module helps you:

• Create and send invoices to customers
• Track bills from vendors
• Manage contacts (customers and vendors)
• Maintain a product catalog for quick invoicing
• Submit e-invoices to LHDN MyInvois (Malaysia)
• Generate reports for tax and accounting purposes

# Getting Started

# Step 1: Set Up Your Business Profile

Before creating invoices, complete your business profile:

1. Go to Settings > Business Profile
2. Enter your company details:
   • Business name and registration number
   • Tax Identification Number (TIN)
   • Business address
   • Contact information

# Step 2: Add Your First Customer

1. Navigate to Accounting > Customers
2. Click Add Customer
3. Enter customer details:
   • Name and company
   • TIN (required for e-invoices)
   • Email and phone
   • Billing address

# Step 3: Create Your First Invoice

1. Go to Accounting > Invoices
2. Click New Invoice
3. Select a customer
4. Add line items (products or services)
5. Review and save

# Invoices

# Creating Invoices

The invoice form includes:

Field	Description
Customer	Select from your customer list
Invoice Date	Date of the invoice
Due Date	Payment due date
Currency	MYR, SGD, USD, etc.
Line Items	Products/services with quantity and price
Tax	Automatic tax calculation
Notes	Additional notes for the customer

# Invoice Status

Status	Meaning
Draft	Not yet finalized
Pending	Awaiting payment
Paid	Payment received
Overdue	Past due date
Cancelled	Invoice cancelled

# E-Invoice Submission

For Malaysian businesses, invoices can be submitted to LHDN:

1. Ensure your business has a valid digital certificate
2. Create and save the invoice
3. Click Submit to LHDN
4. Track status in Submissions

See E-Invoice Guide for detailed instructions.

# Bills

Track expenses from your vendors:

1. Go to Accounting > Bills
2. Click Add Bill
3. Select or create a vendor
4. Enter bill details
5. Optionally attach the source document

Bills can be linked to transactions extracted from receipts for reconciliation.

# Customers & Vendors

# Managing Contacts

Both customers and vendors share a common contact structure:

• Basic Info — Name, company, TIN
• Contact Details — Email, phone
• Address — Street, city, state, postal code, country
• Notes — Internal notes

# Import Contacts

Import contacts from CSV:

1. Go to Accounting > Import
2. Select Contacts
3. Upload your CSV file
4. Map columns to fields
5. Review and import

# Products

Maintain a product catalog for quick invoicing:

# Adding Products

1. Go to Accounting > Products
2. Click Add Product
3. Enter details:
   • Name and description
   • SKU (optional)
   • Unit price
   • Tax rate
   • Unit of measure

# Using Products in Invoices

When creating an invoice:

1. Click Add Item
2. Search for a product
3. Adjust quantity as needed
4. Price and tax auto-populate

# Reports

Generate accounting reports:

• Sales Summary — Revenue by period
• Outstanding Invoices — Unpaid invoices
• Vendor Payments — Bills by vendor
• Tax Summary — Tax collected and paid

# Exporting Reports

1. Go to Accounting > Reports
2. Select report type
3. Choose date range
4. Click Export (CSV or PDF)

# Recurring Invoices

Set up automatic invoicing:

1. Go to Accounting > Recurring
2. Click New Template
3. Configure:
   • Customer
   • Line items
   • Frequency (weekly, monthly, yearly)
   • Start and end dates
4. Save and activate

Recurring invoices are automatically generated on schedule.

# Integration with Expense Tracking

The accounting module connects with BasedInbox's core features:

• Transactions can be linked to bills
• Receipts can be attached to invoices/bills
• Categories sync between modules
• Reports combine income and expenses

# Tips

• Keep TINs up to date for smooth e-invoice submission
• Use products for frequently billed items
• Set up recurring invoices for regular clients
• Review the Submissions page for LHDN status updates