Archives: Report Template

  • How to Issue a Self-Billed e-Invoice in AutoCount Cloud Accounting

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    Mr AutoCount

    How to Issue Self-Billed e-Invoice in AutoCount Cloud Accounting Introduction This guide shows how to issue a self-billed e-Invoice in AutoCount Cloud Accounting using the two examples by importation from a foreign supplier and rental payment to an individual property owner. It covers direct entry, copying from a Payment Voucher, submitting the document, checking its…

  • How to Link AutoCount Cloud Accounting with MyInvois Portal

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    Mr AutoCount

    How to Link AutoCount Cloud Accounting with MyInvois Portal Introduction This guide explains how to link AutoCount Cloud Accounting with the LHDN MyInvois Portal for Malaysia e-Invoice submission. You will set up AutoCount as an intermediary and ERP in MyInvois, configure e-Invoice settings in Cloud Accounting, maintain the required tax information, and complete the TIN…

  • AutoCount AI Agent Intelligent Document Processing

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    Mr AutoCount

    AutoCount AI Agent Intelligent Document Processing Introduction to Intelligent Document Processing Businesses often receive Purchase Orders, inventory receiving documents, and other crucial business information through email attachments, scanned files, or document photos. When staff must read these documents and manually enter the information into a business system, processing can become slow and highly vulnerable to…

  • AI Chatbot & Order Automation

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    Mr AutoCount

    AutoCount AI Chatbot & Order Automation What Is AI Chatbot & Order Automation? AI Chatbot & Order Automation is an AutoCount-connected workflow that helps businesses manage customer enquiries and prepare orders from conversational messages. This guide explains how the chatbot understands a request, checks relevant business information, prepares the next action, and keeps staff involved…

  • Real-Time Business Dashboard

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    Mr AutoCount

    AutoCount Procurement Dashboard Real-Time Purchase Insights Overview What is AutoCount Procurement Dashboard The AutoCount Procurement Dashboard provides real-time visibility into purchase orders, supplier delays, goods receiving, purchase invoices, payments and inventory risks. It helps purchasing and management teams identify urgent exceptions, understand their business impact and take the appropriate next action. Main purpose Instead of…

  • AI Sales Follow-Up & Customer Recovery

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    Mr AutoCount

    AI Sales Follow-Up & Customer Recovery Overview What is AI Sales Follow-Up & Customer Recovery? It is an AI-assisted workflow that reviews customer purchasing history, outstanding documents, and activity patterns to identify customers who may require follow-up. The result is a clear daily work list for the sales team instead of relying only on memory, spreadsheets, or…

  • Automated Credit Control & Approval

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    Mr AutoCount

    Automated Credit Control & Approval What This AI Workflow Does This workflow checks customer credit conditions before an order is processed. It helps prevent sales orders from moving forward when the customer exceeds the approved limit, has overdue invoices, or does not meet the company’s payment policy. Main Control Scope ✓ Checks the customer’s approved…

  • AI Payment Reconciliation & AR Automation

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    Mr AutoCount

    AutoCount AI Payment Reconciliation and AR Receipt Automation What This AI Workflow Does This workflow helps finance teams handle payment reconciliation more efficiently. It compares payment information against AutoCount customer and invoice records, prepares likely matches, and separates exceptions that still require manual checking. The Challenge Manual Reconciliation Is Slow and Easy to Get Wrong…

  • Smart Inventory, Delivery & Stock Broadcasting

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    Mr AutoCount

    Smart Inventory and Delivery Management with Real-Time Stock Updates Managing stock and deliveries becomes difficult when sales, warehouse and delivery teams use different information. AutoCount’s inventory and delivery management solution helps businesses check stock availability, coordinate deliveries and share updated stock information through one connected system. What This AI Workflow Does This workflow connects customer…

  • B2B Mobile Ordering Guide

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    Mr AutoCount

    B2B Ordering Mobile Ordering Guide Introduction to B2B Mobile Ordering B2B Mobile Ordering allows registered business customers to browse products assigned to their accounts and place orders through a web browser. It is a responsive web application that can be accessed using a phone, tablet or desktop computer. This guide explains how customers access Mobile…

  • B2B WhatsApp Agent Features

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    Mr AutoCount

    B2B Ordering WhatsApp Agent Features Introduction to B2B WhatsApp Agent Features The B2B WhatsApp Agent Features allow registered business customers to find products, prepare a shopping cart, place orders and access selected order or account information through WhatsApp. WhatsApp product ordering gives registered customers a convenient way to submit product requests without opening a separate…

  • B2B Portal & Dashboard Customization

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    Mr AutoCount

    AutoCount B2B Portal Settings and Customization Guide Introduction to Portal & Dashboard Customization The B2B Ordering Portal allows authorised users to manage how the dashboard, customer portal, login page and WhatsApp ordering channel appear and behave. This guide explains how to review dashboard information, configure product display settings, update company branding, manage portal addresses and…

  • B2B Portal & Dashboard Guide

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    Mr AutoCount

    B2B Ordering Portal & Dashboard Guide What Is the B2B Ordering Portal? The B2B Ordering Portal provides separate access for administrators and customers. Administrators can manage companies, users, branding, settings and portal access, while authorised customers can review account information, browse the catalogue, prepare orders and check their latest transaction records. The portal is connected…

  • B2B Ordering Backend Management

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    Mr AutoCount

    B2B Ordering Backend Management What Is The B2B Ordering Backend Management ? B2B Ordering Backend Management is the administrative area used to manage and control the B2B ordering system. It allows administrators to connect AutoCount data, synchronize products and stock, create customer users, manage debtor settings, control catalogue pricing, maintain product images, set up order…

  • AutoCount Vege Basket Plugin Guide

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    Mr AutoCount

    AutoCount Vege Basket Plugin for Basket and Weight Tracking What Is the Vege Basket Plugin? The Vege Basket Plugin is designed for vegetable wholesalers who need to track basket movement together with carton and weight calculation. The main purpose of this plugin is to manage one main basket balance while supporting quantity calculation using Ctn,…

  • AutoCount Fruit Basket Plugin Guide

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    Mr AutoCount

    AutoCount Fruit Basket Plugin for Reusable Basket Tracking What Is AutoCount Fruit Basket Plugin? The Fruit Basket Plugin is designed for fruit wholesalers who need to manage reusable baskets by basket type. The main purpose of this plugin is to track Big Basket and Small Basket separately for each customer or supplier. It records basket…

  • Batch Transfer SODO Plugin

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    Mr AutoCount

    AutoCount Plugin : Batch Transfer SODO Plugin Understand The Batch Transfer SODO. The AutoCount Batch Transfer SO/DO Plugin is designed for businesses that need to transfer multiple Sales Orders or Delivery Orders at one time. Sales Orders can be generated into Delivery Orders, while Delivery Orders can be generated into Invoices. The plugin also provides…

  • Batch Update Unit Price Plugin

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    Mr AutoCount

    AutoCount Plugin: Batch Update Unit Price Plugin Understand The Batch Update Unit Price. The AutoCount Batch Update Unit Price Plugin is designed for businesses that issue Delivery Orders or Goods Received Notes with zero unit price because the final market price is not confirmed yet. Users can later search the zero price documents from one…

  • AutoCount Production order

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    Mr AutoCount

    Automate Your Factory Inventory Tracking with AutoCount Production Order and Stock Issues What This Plugin Does The AutoCount Production Order Plugin is designed to simplify the manufacturing workflow by managing sub-contractor activities and production stages. It addresses the gap between sales orders and finished goods by tracking “Job Sheet Out” (sending work to sub-contractors) and…

  • Timber Log Plugins

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    Mr AutoCount

    AutoCount Plugin: Timber Log Plugin Introduction to AutoCount Timber Log Plugin The AutoCount Timber Log Plugin is designed for timber wholesalers, timber suppliers, and wood-related businesses that need to record timber log size, condition, weight, and lot number accurately. Instead of relying on manual calculations, this plugin helps users record each timber log’s diameter, length,…