AutoCount IC Checker Plugin User GuideGuide
What Is AutoCount IC Checker Plugin?
The AutoCount IC Checker Plugin helps businesses manage NRIC blacklist records and prevent transactions involving blacklisted individuals within AutoCount Accounting. With features such as NRIC Maintenance, Blacklist & Whitelist Management, Excel Import, Automatic Transaction Checking, and User Access Control, businesses can maintain consistent customer and seller screening procedures. The IC Checker Plugin reduces manual checking, improves transaction control, and helps employees identify restricted NRIC records before completing supported transactions.
Why Use AutoCount IC Checker Plugin?
Manually checking customer or seller NRIC numbers against separate blacklist records can be time-consuming and inconsistent.
The AutoCount IC Checker Plugin helps businesses manage transaction restrictions through a centralized NRIC checking process.
Prevent Transactions with Blacklisted Individuals
Block supported sales and purchasing documents from being saved when the entered NRIC matches a blacklisted record.
Centralize NRIC Blacklist Management
Maintain NRIC numbers, names, blacklist statuses, and restriction reasons within a single AutoCount maintenance function.
Reduce Manual Identity List Checking
Check entered NRIC numbers against maintained records during document saving without requiring employees to consult separate spreadsheets.
Improve Internal Transaction Control
Apply consistent blacklist restrictions while limiting record maintenance and imports to authorized employees.
Key Features of AutoCount IC Checker Plugin
Centralized NRIC Maintenance
Maintain individual NRIC records with names, blacklist statuses, and reasons for more organized record management.
Blacklist & Whitelist Management
Classify maintained NRIC records as blacklisted or whitelisted, with mandatory reasons for blacklist records.
Excel-Based NRIC Import
Import multiple NRIC records from Excel using a preview process that identifies new records, updates, and errors.
Automatic Transaction Blocking
Prevent supported Invoices, Cash Sales, Sales Orders, and Cash Purchases from being saved when a blacklisted NRIC is entered.
Who Should Use AutoCount IC Checker Plugin?
Businesses Recording Customer NRIC Numbers
Ideal for businesses that maintain customer identification numbers during sales transactions and require an internal blacklist checking process.
Retail & Walk-In Customer Businesses
Suitable for businesses dealing with individual customers where maintaining consistent transaction restrictions is important.
Businesses Purchasing from Individuals
Useful for companies recording individual sellers' NRIC numbers when preparing Cash Purchase transactions.
Multi-User Sales & Accounting Teams
Helps businesses with multiple employees apply the same maintained blacklist restrictions without relying on individual staff members' memory.
How AutoCount IC Checker Plugin Works
A. Access Rights
IC Checker provides separate access rights for viewing and opening NRIC Maintenance, and for creating,
editing, deleting, or importing NRIC records.
1. Open Access Rights and expand the IC Checker or SL IC Checker plug-in group.
2. Grant Show and Open NRIC Maintenance to users who need to view and open the maintenance
screen.
3. Grant New, Edit, Delete, and Import NRIC only to users who should perform those actions.
4. Save the access-right changes and ask the affected user to reopen AutoCount if the menu is not yet
visible.
B. Maintain NRIC Records
NRIC Maintenance stores the NRIC, name, blacklist status, and blacklist reason used by the transaction
checks.
1. Open IC Checker > NRIC Maintenance.
2. Select the required NRIC record from the list.
3. Click Blacklisted to maintain the blacklist status for the selected NRIC.
4. When setting an NRIC as blacklisted, enter a reason before saving. The plug-in requires a reason when
the blacklist option is enabled.
5. Click Whitelist when the selected NRIC needs to be maintained as a whitelisted record.
6. Click Refresh to reload the latest NRIC records after changes or an import.
C. Import NRIC Records from Excel
The Import NRIC screen accepts tab-delimited rows copied from an Excel worksheet and identifies rows
that are new, updates, or errors before saving.
1. Prepare an Excel worksheet with a header row containing NRIC and, where required, Name, Reason,
and Blacklist.
2. Copy the header and data rows from Excel.
3. Open NRIC Maintenance and choose Import NRIC.
4. Click Paste to load the copied rows into the preview grid.
5. Review each Status and correct rows marked Error. The import checks missing or duplicate NRIC
values and field-length issues.
6. Select Overwrite existing records only when imported values should replace matching records already
in NRIC Maintenance.
7. Click Import to save the valid rows.
D. Use NRIC Checking in Transactions
IC Checker checks the NRIC recorded on supported documents and stops a save when that NRIC is
marked as blacklisted. Supported documents are Invoice, Cash Sale, Sales Order, and Cash Purchase.
1. Open a supported transaction: Invoice, Cash Sale, Sales Order, or Cash Purchase.
2. Enter the NRIC in the document NRIC field supplied by the plug-in.
3. Complete the transaction as usual and click Save.
4. If the NRIC is not blacklisted, the document follows the normal AutoCount save process.
Benefits of AutoCount IC Checker Plugin
Consistent Blacklist Enforcement
Apply the same maintained NRIC blacklist restrictions when users save supported sales and purchasing documents.
Reduced Manual Checking
Minimize the need for employees to manually cross-check customer and seller NRIC numbers against separate blacklist records.
Faster Blacklist Record Maintenance
Import existing NRIC information from Excel and review new, updated, or invalid records before saving.
Better Internal Access Control
Restrict NRIC record creation, editing, deletion, and importing through separate AutoCount user permissions.
Conclusion
The AutoCount IC Checker Plugin provides businesses with a practical solution for managing NRIC blacklist records and controlling transactions involving restricted individuals within AutoCount Accounting.
By combining centralized NRIC maintenance, blacklist and whitelist classification, Excel imports, automatic document checks, and user access permissions, businesses can reduce manual screening and maintain more consistent transaction restrictions.
For companies that record customer or seller identification numbers, the IC Checker Plugin helps establish a more organized approach to internal blacklist management.
Frequently Asked Questions
What does NRIC mean?
NRIC stands for National Registration Identity Card. In Malaysia, the term commonly refers to the identification number associated with an individual’s MyKad.
How does the IC Checker Plugin work?
The plugin compares the NRIC entered in a supported document against the maintained NRIC records when the document is saved. If the NRIC is blacklisted, saving is blocked.
Which AutoCount documents support IC checking?
The documented supported transactions are Invoice, Cash Sale, Sales Order, and Cash Purchase.
Can businesses maintain both blacklist and whitelist records?
Yes. Businesses can maintain an NRIC as blacklisted or whitelisted through NRIC Maintenance.
Is a reason required when blacklisting an NRIC?
Yes. The plugin requires a blacklist reason when an NRIC record is marked as blacklisted.
Can the IC Checker Plugin import NRIC records from Excel?
Yes. Businesses can copy appropriately structured NRIC data from Excel into the Import NRIC function.
Improve Your Customer & Seller Screening Today!
With the AutoCount IC Checker Plugin, your business can maintain NRIC blacklist records, import existing information from Excel, and prevent supported transactions from being saved when a blacklisted NRIC is entered.
Reduce repetitive checking and improve internal transaction controls through one organized AutoCount workflow.
Looking for a more efficient way to manage NRIC blacklist restrictions in AutoCount Accounting?
Contact SL Software Solutions Sdn. Bhd. to learn how the IC Checker Plugin can support your business.