Guides

Who this is for: a freelancer or a very small business, selling a service or a simple product, who just needs to invoice customers and keep real books, nothing more. You do not need any accounting background. Every screen here is explained the first time it appears.Scope: the smallest real setup that gets you from…

Your Cloudby journey 1. Go live → 2. Day-to-day operations → Multi-currency, Bank reconciliation (you are here), Inventory (planned), Fixed assets, Payroll → 4. Closing your financial year This guide extends day-to-day operations for one recurring discipline: proving every cash and bank account against its real-world statement. A clean reconciliation is also one of the…

A note on how this guide is written. This guide covers bringing a whole team into Cloudby at once, invitation links, self-signup, and delegating the work of onboarding to individual department managers. It assumes you have already designed your usergroups, covered in Compartmentalizing access, not repeated here, this guide starts from the assumption those roles…

Your Cloudby journey 1. Go live → 2. Day-to-day operations → Multi-currency, Bank reconciliation, Inventory (planned), Fixed assets, Payroll → 4. Closing your financial year (you are here) This is the capstone of the operational journey. By the time you close a period, you have been running documents through Cloudby for a while, and this…

A note on how this guide is written. This is not a walkthrough of one screen. It is a best-practice guide: how to think about who can do what in your organisation, and how to keep that arrangement sound as your team grows and changes. The mechanical steps (how to create a user, invite someone,…

A note on how this guide is written. This guide covers two different kinds of work, and says so as it goes. Most of it is ordinary admin territory: settings you or anyone you delegate to will touch routinely as the business runs. A later section moves into power admin territory: tools that are real,…

A note on how this guide is written. This guide covers the order and the tools for bringing bulk data into a Cloudby organisation, whichever entity you are importing. It does not repeat the finance-specific technique for opening balances, or the inventory-specific technique for cost and location, each has its own guide and is linked…

A complete training guide to issuing, submitting and clearing e-Invoices under Malaysia LHDN MyInvois in Cloudby.

A note on how this guide is written. This guide covers the finance-specific parts of bringing an organisation’s data into Cloudby: where default postings resolve from, how a Bank Account relates to its ledger, the correct technique for opening balances, and how to verify all of it before you trust it. It assumes your Chart…

Guides: Getting started A full, hands-on walkthrough for a Malaysian business switching to Cloudby partway through the year: from your very first login, through SST and e-Invoice setup, to issuing and e-Invoicing your first sale. Written for a business owner, not an accountant. Every accounting term is explained the first time it appears. Your Cloudby…

Set up the new PERKESO SKBBK (Lindung 24 Jam) contribution in Cloudby, step by step, before your June 2026 payroll run.

A note on how this guide is written. This guide covers bringing existing inventory into Cloudby, the SKU itself, its opening quantity and cost, and a real technique for correcting stock counts progressively rather than all at once. It assumes your locations, units of measurement, and inventory categories are already in place, covered in the…

Your Cloudby journey 1. Go live → 2. Day-to-day operations → Multi-currency, Bank reconciliation, Inventory (planned), Fixed assets (you are here), Payroll → 4. Closing your financial year This guide extends day-to-day operations for one specific kind of thing a business owns: equipment, vehicles, machinery and furniture that stick around and lose value over time,…

A note on how this guide is written. This is the guide to read first if you are seriously considering, or have already committed to, moving your business onto Cloudby. It walks the whole migration in order, planning through to the weeks after go-live, and at each step it points to a companion guide for…

Your Cloudby journey 1. Go live → 2. Day-to-day operations → Multi-currency (you are here), Inventory (planned), Fixed assets, Payroll → 4. Closing your financial year This guide extends day-to-day operations for one specific situation: a customer or supplier you deal with in a currency other than your own. Its period-end revaluation step is also…

Your Cloudby journey 1. Go live → 2. Day-to-day operations → Multi-currency, Bank reconciliation, Inventory (planned), Fixed assets, Payroll (you are here) → 4. Closing your financial year Payroll is its own self-contained cycle. It does not need anything from day-to-day operations to work, you can run payroll the moment you have an organisation and…

Your Cloudby journey 1. Go live → 2. Day-to-day operations (you are here) → Multi-currency, Bank reconciliation, Inventory (planned), Fixed assets, Payroll → 4. Closing your financial year This is the hub of the operational journey. Once you have gone live, this is where you spend most of your time: selling, buying, getting paid, paying…

The rulesThis guide is how to do SST in Cloudby. For who must register, the rates, exemptions and the SST-02 itself (the regulatory side), see the SST compliance handbook. Learn the conceptFor where tax sits among your documents and how tax groups work as a feature, read Taxation in the reference. Who this is for:…

Guides: Getting started A full, hands-on walkthrough for a Malaysian business starting fresh in Cloudby, right at the beginning of a financial year: from your very first login, through SST and e-Invoice setup, to issuing and e-Invoicing your first sale. Written for a business owner, not an accountant. Every accounting term is explained the first…