AccPilotNotes for accountants in Malaysia
Receipts, record keeping, LHDN rules, year-end. Plain and practical, no hype.
Credit note vs debit note: a Malaysian guide
What a credit note and a debit note are, who issues each, worked RM examples of how they change a supplier balance, and how to file them with the invoice.
Purchase order vs delivery order vs invoice
What a purchase order, delivery order, invoice and official receipt each prove, the three-way match with a worked RM example, and what to keep together.
Finding one document years later when LHDN asks
What 'organised' means under the 7-year rule, a filing and naming system that works, and a test to see if your firm could find a 2022 receipt today.
How to sort a client's year of receipts
A practical method for a bag of twelve months' receipts: rescue the faded ones, sort by type and month, use the bank statement as the spine, list the gaps.
What keying receipts really costs your firm
A simple sum to work out what manual receipt entry costs your firm each month: receipts × minutes each × staff cost per hour. With a worked example.
Bank statement PDF to Excel: why it breaks
Why copy-paste and generic converters break bank statement PDFs in Excel, how to fix the usual faults, and the one check that proves the sheet is complete.
Why thermal receipts fade, and how to keep them
Why thermal receipts go blank, what speeds it up, and how firms keep them readable for the 7-year rule without photostatting every slip.
Accounts payable: handling supplier invoices
What accounts payable covers, what to check on every supplier invoice, how to reconcile a supplier statement (worked RM example) and a month-end checklist.
Audit checklist: what auditors and LHDN ask for
Statutory audit or LHDN tax audit, the questions come back to the same documents. Who still needs an audit under SSM's new criteria, and a checklist to prepare.
Do you still need to glue receipts on A4?
Gluing receipts onto A4 is a filing habit, not a rule. What LHDN's record-keeping rulings and the SST Acts really ask for, and a lighter way to keep the paper.
Payment voucher template (free Excel) and how to fill it in
Free payment voucher template in Excel, ready to print. What a payment voucher is, what to write on it, and a worked RM example.
Petty cash voucher template (free Excel) and how to use it
Free petty cash voucher template in Excel, with a petty cash book. How the float and vouchers work, what each needs, and a worked RM top-up.
Dext vs Hubdoc vs Receipt Bank for Malaysian firms
What Dext, Hubdoc and the old Receipt Bank do, how they charge and connect to your books, and where AccPilot is different. Last checked 17 October 2026.
Form B, BE and C deadlines 2027: a firm's prep guide
Expected 2027 dates for Form E, BE, B, P and C, the e-filing grace periods, the new MITRS document upload, and how to get clients' receipts in before the rush.
SST record keeping in Malaysia: what clients must keep
Who must register for SST, the 2025 service tax expansion, and the section 24 record-keeping rules: 7 years, Malay or English, kept in Malaysia.
Bank reconciliation statement: a practical guide
How to prepare a bank reconciliation statement step by step, with a worked RM example, the usual differences, and how to find the missing receipts.
Malaysia e-Invoice RM3 million exemption: who qualifies
LHDN raised the e-invoice exemption from RM1 million to RM3 million from 1 September 2026. Who is exempt, who is not, and what to tell clients.
Getting client receipts without the monthly chase
Malaysian business owners will never log in to a portal. How to make sending receipts easier than the plastic bag, and stop the monthly chase.
How long to keep receipts in Malaysia: the 7-year rule
LHDN wants records kept for 7 years, and thermal receipts fade long before that. What the rules ask for, and a simpler habit than glue and photostat.
Year-end rush: stop the shoebox landing all at once
The year-end pile is a collection problem, not a deadline problem. A monthly habit for Malaysian firms that turns the avalanche into a trickle.
See it on your own messiest receipts.
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