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Practical guides and answers for using Ooctal.
Guides
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Finance
Tax period review
Prepare a tax period review before filing or reporting.
Read guideAccounting
Account hierarchy and posting rules
Keep parent accounts and postable accounts correctly separated.
Read guideAccounting
Manual journal entry review
Create controlled journal entries for approved adjustments.
Read guideAccounting
Period close checklist
Close a reporting period with fewer surprises.
Read guideAccounting
Trace a balance in the general ledger
Move from a report balance to the source transaction.
Read guideAccounting
Multi-currency accounting
Record foreign-currency transactions with controlled rates and balances.
Read guideHR & People
Employee onboarding
Create a complete employee record while protecting personal data.
Read guideHR & People
Employee status and transfers
Record joins, transfers, promotions, and exits accurately.
Read guideHR & People
Leave policies and approvals
Set leave rules and approve requests consistently.
Read guideHR & People
Attendance corrections
Correct attendance records with an auditable reason.
Read guideHR & People
Payroll review and posting
Validate payroll before creating payment and accounting results.
Read guideClinics & Medical
Doctors and specialties
Set up clinical staff and their appointment scope.
Read guideClinics & Medical
Clinical services and price lists
Configure billable services with clinical and financial details.
Read guideClinics & Medical
Appointment statuses and queue
Manage the daily appointment queue from booking to completion.
Read guideClinics & Medical
Patient consent and privacy
Keep patient information limited to the people and purpose that require it.
Read guideClinics & Medical
Clinical notes and follow-ups
Record permitted clinical information and the next care action.
Read guideClinics & Medical
Clinic invoices and payments
Connect billable clinical services to the standard finance workflow.
Read guideRestaurants & Menus
Restaurant tables and service areas
Prepare the floor plan for accurate order handling.
Read guideRestaurants & Menus
Modifiers and combo meals
Build flexible menu choices without losing price and stock control.
Read guideRestaurants & Menus
Kitchen and preparation statuses
Track an order from confirmation to preparation and handoff.
Read guideRestaurants & Menus
Restaurant shifts and closures
Close a service shift with sales and payment control.
Read guideSocial & WhatsApp
Connect a social or WhatsApp channel
Connect approved messaging channels with controlled access.
Read guideSocial & WhatsApp
Assign conversations and use tags
Keep incoming conversations owned and searchable.
Read guideSocial & WhatsApp
Approved replies and templates
Use channel-compliant replies without losing context.
Read guide