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Practical guides and answers for using Ooctal.
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Finance
Finance
ZATCA Phase 2 e-invoicing onboarding and compliance
Onboard cryptographic CSIDs, generate compliant UBL 2.1 XML invoices, and integrate clearance/reporting.
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Online payment gateway integration and payout settlement
Connect Stripe, Tap, PayTabs, and MyFatoorah for instant customer invoice checkout.
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Recurring customer invoices and automated subscription billing
Automate regular monthly or annual retainer billing schedules with automated email delivery.
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Cheque tracking, post-dated cheques (PDC), and bank clearing
Manage incoming and outgoing cheques, track maturity dates, and record bank deposit settlements.
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Petty cash custodian funds, payment vouchers, and replenishment
Control office cash floats, track small expense vouchers, and approve replenishment reimbursements.
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Expenses and expense categories
Record operating spending with the correct tax and accounting treatment.
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Banks, cash, and reconciliation
Track accounts, payments, deposits, and differences against statements.
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Currencies, taxes, and payment methods
Configure transaction rules before using financial screens.
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Expense approval workflow
Submit and approve expenses with supporting evidence.
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Recurring expenses
Manage regular costs without losing review control.
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Bank reconciliation workflow
Match system transactions to a bank statement.
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Cash management
Control petty cash and cash movements.
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Payment batches
Prepare multiple approved payments safely.
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Tax period review
Prepare a tax period review before filing or reporting.
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