Recommended daily workflow
A simple operating cycle for companies using Ooctal every day.
Start with the Dashboard to review alerts and due work. Process quotations and sales orders, then issue invoices and record receipts. Record purchases and supplier bills, receive stock, and settle supplier payments. Record expenses on the day they occur. Review cash, bank, receivables, payables, stock alerts, and the key reports before closing the day.
Posted financial documents should be corrected through the supported return, credit note, debit note, or reversal workflow instead of being deleted.