Archives: Report Template

  • AutoCount Payment Request Plugin

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    Mr AutoCount

    AutoCount Payment Request Plugin User Guide What Is AutoCount Payment Request Plugin? The AutoCount Payment Request Plugin helps businesses organize outstanding customer Invoices and Debit Notes into formal payment requests within AutoCount Accounting. With features such as Payment Request Creation, Billing Note Generation, Payment Status Tracking, A/R Payment Transfer, and Outstanding Balance Updates, businesses can…

  • AutoCount Advance Aging Format Plugin

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    Mr AutoCount

    AutoCount Advance Aging Format Plugin User Guide What is AutoCount Advance Aging Format Plugin? The AutoCount Advance Aging Format Plugin helps businesses customize Debtor and Creditor Aging Reports by selecting different aging calculation methods and reporting periods within AutoCount Accounting. With features such as Invoice Date Aging, Due Date Aging, Month-Based and Day-Based Formats, and…

  • AutoCount Multi Company Knock Off Plugin

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    Mr AutoCount

    AutoCount Multi Company Knock Off Plugin User Guide What is AutoCount Multi Company Knock Off Plugin? The AutoCount Multi Company Knock Off Plugin helps businesses manage customer payments and knock off outstanding A/R invoices across multiple connected AutoCount account books. With features such as Multi-Company Payment Processing, Intercompany Account Book Connections, Outstanding Invoice Inquiries, Cross-Company…

  • AutoCount Migrator Plugin

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    Mr AutoCount

    AutoCount Migrator Plugin User Guide What Is AutoCount Migrator Plugin? The AutoCount Migrator Plugin helps businesses import master data from Excel, update existing codes in bulk, and manage Bill of Materials (BOM) records within AutoCount Accounting. With features such as Batch Code Changes, Excel Data Import, Stock Maintenance Import, BOM Import, and Data Validation, businesses…

  • AutoCount Email & WhatsApp Plugin

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    Mr AutoCount

    AutoCount Email & WhatsApp Plugin User Guide What is AutoCount Email & WhatsApp Plugin? The AutoCount Email & WhatsApp Plugin helps businesses send invoices, quotations, statements, and customer reminders directly from AutoCount Accounting through Email and WhatsApp. With features such as Batch Document Sending, Scheduled Delivery, Automated Reminders, Message Templates, and Delivery Tracking, businesses can…

  • Referral Management Plugin

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    Mr AutoCount

    AutoCount Referral Management Plugin User Guide What is AutoCount Referral Management Plugin? The AutoCount Referral Management Plugin helps businesses manage referrers, commission plans, referral commission records and referrer contribution reports inside AutoCount Accounting. It is useful for companies that pay commission to agents, partners or customers who refer sales to them. Why Use AutoCount Referral…

  • How to Issue a Consolidated e‑Invoice

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    Mr AutoCount

    How to Issue a Consolidated e‑Invoice Introduction This guide shows how to create and submit a consolidated e-Invoice in AutoCount Cloud Accounting. It covers setting up cash customers, issuing invoices, handling customers who later request an individual e-Invoice, and submitting eligible monthly transactions as a consolidated e-Invoice to MyInvois. Workflow A condensed view of the…

  • 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…