Orbit Finance app guides
Each guide explains what one Orbit Finance module is for, the steps to use it, and what it does to your books. They follow the app as it ships today, in English and Bahasa Melayu, and each one is checked against the in-app guide before it goes live. Pick a module below to start.
- Acceptance
Raise an acceptance form from a Statement of Work, record the client decision on each deliverable, and issue the signed copy in Orbit Finance.
- Activity Log
Learn to search, filter and export the Activity Log. See who changed what, when, and how to handle audit queries for your business books.
- Assets & Access
Learn to log client items like laptops and system logins. Track who holds them, mark returns, and revoke access to close jobs safely.
- Audit Prep
Learn to run the ten fixed checks, read your readiness score, clear findings, and export the audit pack for your licensed external auditor.
- Automation
Learn to check the To approve tab, manage automation switches, and understand how Orbit Finance posts cash entries to your books.
- Balance Sheet
Learn to read the Balance Sheet in Orbit Finance. Understand assets, liabilities, and equity, and see how Net Profit connects to your owner's stake.
- Bank
Learn to add bank accounts, import statements, and reconcile transactions in Orbit Finance. Verify your cash balance against bank records accurately.
- Bills & Income
Learn to read the Bills & Income module. See scheduled bills and invoices, check daily landings, and clear past due items without editing data.
- Break even
Use the Break even calculator in Orbit Finance: enter fixed costs, selling price and variable cost to see how many units you must sell.
- Budget
Learn to set monthly targets, use rollover, and read actual spending against your plan in the Orbit Finance Budget module for personal finance.
- Business Budgeting
Set up departments, build and approve a business budget in Orbit Finance, and learn what budget control does to cash-out postings.
- Calculator
Learn how to open the docked calculator, perform sums, and reuse answers in Orbit Finance. See how it works alongside your current screen.
- Calculators
Learn how to open and use the Calculators hub in Orbit Finance. See how to run estimates for loans, taxes, and margins without affecting your books.
- Calendar
Learn to read the Orbit Finance Calendar. See when invoices and bills fall due, check overdue items, and plan your monthly cash flow.
- Cash flow
Learn to track money in and out, check your savings rate, and spot spending trends in the Orbit Finance Personal finance module.
- Cash Flow
Read the Cash Flow Statement in Orbit Finance: compare direct and indirect methods, check the balance badge and see why profit differs from cash.
- Cash In & Out
Learn to log cash movements, attach receipts, and reconcile with your bank statement. See how categories post to your books in RM.
- Cash Summary
Learn to view your year's cash flow in one place. Check monthly trends, trace categories, and verify figures in the Orbit Finance Cash Summary module.
- Cash-flow forecast
Learn to use the Cash-flow forecast to check your bank balance. See the low point, adjust the date range, and find out what is driving your cash position.
- Certificates
Review NOSS evidence, draft Orbit Certificates of Competency Practice, issue with consent, and export trainee portfolios for JPK PPT applications.
- Company Tax
Learn to read the Form C computation, add tax adjustments, check SME status, and set CP204 estimates in the Orbit Finance Company Tax module.
- Contacts
Learn to add, search and clear duplicate contacts in Orbit Finance. Keep your master data clean so balances and invoices stay accurate.
- Credit Notes
Learn how to create, apply, and send credit notes in Orbit Finance. Understand how they affect customer balances and your accounting books.
- Customer Credits
Learn to record deposits, apply unapplied credit to invoices, and check credit history in Orbit Finance. Keep your customer balances accurate.
- Customer Statements
Learn to check a customer's balance, export a PDF statement, and resolve payment disputes using the Orbit Finance Customer Statements module.
- Debt payoff
Use the Debt payoff calculator in Orbit Finance to compare snowball and avalanche, and see when you are debt free and how much interest you pay.
- Debt Planner
Set a monthly debt payment, choose Snowball or Avalanche, log payments and check your pace. Logging a payment does not post to your books.
- Debtor & Creditor
Learn to log credit sales and supplier bills in Orbit Finance. See how entries post to your Trial Balance and how to view who owes you or you owe.
- Delivery Orders
Learn to raise delivery orders, track stock movements, and bill customers in Orbit Finance. Keep your accounts accurate with proper cost matching.
- Deposit Slips
Learn to create, reconcile, and manage deposit slips in Orbit Finance. This guide explains how to link your bank deposits to individual cash takings.
- Documents
Draft, review and finalise statutory documents, letters of demand and overdue reminders in Orbit Finance, with revisions that keep every version.
- Expense Claims
Learn to record, approve, and reimburse staff expense claims in Orbit Finance. See how cash posts to the correct accounts when you pay the claimant.
- Features & Integrations
Learn to find missing screens and enable modules in Orbit Finance. Switch on features from the avatar menu to update your sidebar instantly.
- Financial Analysis
Confirm a ratio method, check the Monthly Management Report against the ledger and export a fixed PDF report for management review.
- Financial Coach
Learn how to read and verify Financial Coach findings, use Explain with AI safely, and read spending insights. The screen only reads your data.
- Financial Statements
Learn to view your net worth and income and spending. Understand the difference between point in time and period data, and save both reports as a PDF.
- Financial Statements Pack
Learn to build the bound statutory accounts pack in Orbit Finance. Check readiness, edit director reports, and generate the draft PDF for your auditor.
- Fixed Assets
Learn to add assets, run monthly depreciation, and record disposals. See how Orbit posts journals to your books and tracks net book value.
- General Ledger
Learn to view account postings, check running balances, and trace wrong figures back to their source entries in the Orbit Finance General Ledger module.
- Hire a Pro
Use Hire a Pro in Orbit Finance to see indicative Malaysian fees for bookkeepers, auditors and tax agents, then send an enquiry.
- Home
Learn how to use the Home screen to check compliance deadlines, search records, and customise your workspace tiles in the Orbit Finance app.
- Income & Expenses
View household cash flow in Orbit Finance: income, spending and net by category, and why it shares data with your business cash book.
- Income tax
Learn to estimate your personal tax bill in Orbit Finance. Enter income and reliefs to see your top band and effective rate instantly.
- Income Tax
Learn to estimate your personal income tax in Orbit Finance. Set your assessment basis, enter income, claim reliefs, and view the final tax payable.
- Internal Controls
Learn to configure dual control, set RM authority limits, and document process flows in the Internal Controls module of Orbit Finance.
- Investments
Log shares, ASB and other holdings in Orbit Finance, type prices by hand and track payouts in your Net Worth, apart from your business books.
- Invoices
Learn to create, send, and record payments for customer invoices. Understand how sales, SST, and debtors post to your accounts in Orbit Finance.
- Journal Entries
Learn to post manual journal entries for corrections, accruals, and contras. Understand double entry rules and keep your books balanced in RM.
- Lead Pipeline
Learn to source prospects, track stages from New to Won, and import real customers. Understand why this screen does not post to your accounts.
- Loan calculator
Use the Orbit Finance loan calculator to find your monthly instalment, total interest, and repayment plan. Compare flat and reducing rates in RM.
- Loan Readiness
Learn to read your Loan Readiness score, trace factors to source records, and export a PDF for lenders. Understand what the score includes and excludes.
- Loans
Learn to enter loans, record instalments, and split principal from interest. Keep your books accurate and avoid common bookkeeping mistakes.
- Loyalty
Learn to set up stamps or points, award them at the till, and redeem rewards. Understand that this module does not post to your accounts.
- Margin and markup
Learn to set prices using margin, not markup. Enter costs and deductions to find the price that keeps your desired profit after all fees.
- Master Agreements
Learn to draft, template, and issue a Master Service Agreement in Orbit Finance. Understand how it links to Statements of Work and why it carries no fees.
- Net Worth
Add personal assets and liabilities, log EPF, ASB and ASNB contributions, and see why Net Worth never posts to your business accounts.
- Notes
Learn how to view and trace notes to the accounts in Orbit Finance. Understand how summary figures break down into individual account balances.
- Opening Balances
Learn to set your business's starting position in Orbit Finance. Enter assets, liabilities, and equity to ensure your accounts begin from the truth.
- Orbit HR
Learn to connect Orbit HR, import finalised payroll runs, and understand how wage expenses and statutory payables post to your books.
- Payments
Learn to allocate one bank transfer to multiple invoices, check payment details, and process refunds in the Orbit Finance Payments module.
- Payroll
Learn to set up staff, generate payslips, and post payroll costs in Orbit Finance. Understand gross pay, statutory deductions, and account postings.
- Payslips
Learn to upload or key in payslips you receive. Check AI figures, view year to date totals, and understand why this module does not post to your accounts.
- Point of Sale
Learn to ring up cash sales, take payment, split bills and run shifts in Orbit Finance, and see how the till posts income and cost of sales.
- Products & Services
Add products, check margins, record production and retire items in Orbit Finance, so every new document gets the right price and e-Invoice code.
- Profit & Loss
Learn to read the Profit & Loss report in Orbit Finance. Understand revenue, costs, and net profit, and check figures against your ledger.
- Projects
Label invoices, bills, cash and hours with a project in Orbit Finance to see one job's margin, payback and unbilled time.
- Property purchase cost
Calculate legal fees, SST, stamp duty, and registration charges for Malaysian property. See the total cash needed beyond the advertised price.
- Purchase Orders
Learn to create, send and convert purchase orders in Orbit. Understand why they do not post to your accounts and how to manage the supplier workflow.
- Purchases
Learn to enter supplier bills, record payments, and handle debit notes in Orbit Finance. See how to post entries correctly to keep your accounts accurate.
- Quotations
Write quotations, track deal statuses and convert accepted quotes into sale orders or invoices in Orbit Finance. Quotations never post to your accounts.
- Receipts
Learn how to settle invoices and record counter sales. Understand how receipts affect your books and avoid double counting income in your accounts.
- Recurring Expenses
Learn how to create, post, and manage recurring expense templates in Orbit. Understand when rows are generated and how they affect your cash book.
- Recurring Invoices
Create a template for repeat billing. Learn how to schedule monthly or yearly invoices, manage generation, and post the correct debtor entries.
- Rentals
Learn to record hires, track returns, and post rental fees and deposits to your accounts in the Orbit Finance Rentals module.
- Reports
Learn to open Profit and Loss, Balance Sheet, and aging reports. Clear month-end exceptions and reconcile control accounts in Orbit Finance.
- RPGT on selling
Learn to estimate Malaysian Real Property Gains Tax using acquisition and disposal details. See how holding years and exemptions affect your net proceeds.
- Rules
Learn to write rules that auto-file cash transactions. Understand priority, check match counts, and apply rules to existing records safely.
- Runway
Learn how to calculate your cash runway in Orbit Finance. See how many months your current spendable cash covers based on recent spending averages.
- Sale Orders
Learn to raise a sale order from scratch or a quotation. Understand why it posts no income and how to track status until you bill the customer.
- Savings Goals
Create savings goals, update your saved amount by hand and read the pace badge in Orbit Finance. Goals and challenges post nothing.
- Settings
Learn to navigate the Settings directory. Configure bank notifications, payment gateways, categories, and compliance dates for your Malaysian business.
- SST-02
Learn when to enable SST, how to charge tax on invoices, and how to read the SST-02 return summary in Orbit Finance for your business.
- Statements of Work
Learn to draft, issue, and bill Statements of Work in Orbit Finance. Understand payment schedules, revisions, and how they affect your accounts.
- Stock
Learn to record stock arrivals, exits, and counts in Orbit Finance. See how these actions update your inventory value and post to your accounts.
- Tax Advisor
Learn to read Tax Advisor findings, check the figures behind them, and use Explain with AI to prepare questions for your tax agent.
- Tax Relief
Log personal tax relief claims with receipts in Orbit Finance, see how caps apply, and feed your income tax estimate without touching business accounts.
- Timesheet
Log project hours, bulk import a week and track billable time in Orbit Finance. Timesheets support job costing and post nothing.
- Trial Balance
Learn how to open the Trial Balance in Orbit Finance, check if it is balanced, find missing entries, and export the report for your records.
- What can I afford?
Learn to use the What can I afford module to calculate your maximum loan and property price. Check if your cash covers the deposit and costs.
- Year-End Close
Learn how to check your accounts, close the year, and roll forward balances in Orbit Finance. This guide explains the steps and what happens to your books.
- Zakat
Learn to calculate zakat using your business books, set the nisab, track the haul, and see how payments reduce your income tax bill.