Question 1

BizHub: set up your company in 5 minutes

Accepted Answer

Open BizHub and tap Start free (sign in with your fred.my account).
Create your company: name, entity type (Sdn Bhd / PLT …), SSM number and financial year end (FYE). The chart of accounts and SSM/LHDN deadlines are created automatically.
Open Company › Company profile: registered address, tax numbers (TIN, employer E number, EPF, SOCSO), bank details and logo — they appear on invoices and letters.
Add your directors in Company › Directors & officers and owners in Shareholders.
Record the opening money: Finance › Bank & cash › Record transaction › Money in (e.g. share capital or direc…

Question 2

Record a shop or office rent receipt in BizHub

Accepted Answer

In BizHub make sure the right company is open (company name at the top of the sidebar).
Go to Finance › Expenses & bills and tap Record expense — or on the dashboard tap Expense.
Description: e.g. Shop rent October 2026. Amount: the total on the receipt. Date: the date on the receipt.
Category (account): choose 6100 Rental.
Supplier: pick your landlord. Not in the list? Add them first in Sales › Customers & suppliers as a Supplier.
Bill / receipt no.: type the receipt number.
Status: choose Already paid, then Paid from — your bank account, Cash in hand, or Amount due to directors if a…

Question 3

Record expenses, bills and receipts

Accepted Answer

Use Finance › Expenses & bills for everything the company spends: utilities, phone & internet, travel, petrol, stationery, software, professional fees, repairs and more.

Tap Record expense.
Fill in Description, Amount and Date.
Choose the Category (account) that fits, for example: 6200 Utilities (TNB, water), 6300 Telephone & internet, 6400 Transport & travel, 6500 Professional fees (audit, secretarial, tax agent), 6600 Bank charges, 6700 Marketing, 6800 Printing & stationery, 6850 Software & subscriptions, 6950 Repairs & maintenance, 6990 General expenses.
Pick t…

Question 4

Create and send an invoice

Accepted Answer

Go to Sales › Invoices & quotes and tap New invoice (or Invoice on the dashboard).
Customer: choose one, or type a new customer name to add it on the spot.
Check the date and due date (default comes from platform settings), and add a reference such as a PO number.
Add lines: Item description, Quantity and Unit price. Tap Add line for more. Add a Discount if needed.
Check Notes to customer and Terms (default terms come from the company profile).
Tap Issue invoice — the invoice number is generated and the sale is posted to your accounts. Save draft keeps it editable without posting.
Open th…

Question 5

Record a customer payment and issue a receipt

Accepted Answer

Open Sales › Invoices & quotes and tap the invoice that was paid.
Tap Record payment.
Enter the amount received (part payments are fine), the date, the method (bank transfer, cash, cheque, card) and Deposit to (which bank or cash account received it).
Add the transaction or cheque number and tap Save payment.
An official receipt is generated — tap it to print or save as PDF.

The invoice balance updates and the status changes to Paid when fully settled. To undo, delete the payment from the invoice page.

Question 6

Send a quotation and convert it to an invoice

Accepted Answer

Sales › Invoices & quotes › New quotation (or Quotation on the dashboard).
Choose the customer, set Valid until, add the items and prices.
Tap Issue quotation, then Print / PDF to send it.
When the customer agrees, open the quotation and tap Convert to invoice — all lines are copied into a new invoice.

Quotations do not affect your accounts until they become invoices.

Question 7

Add customers and suppliers

Accepted Answer

Go to Sales › Customers & suppliers and tap Add contact.
Choose the Type: Customer, Supplier or both.
Fill in name, attention person, email, phone, address, company/IC number and TIN (needed for LHDN e-Invoice).
Save. The contact now appears when creating invoices or expenses, with the amount they owe you.

Basic includes 100 contacts; Pro is unlimited.

Question 8

Bank & cash: capital, loans, bank charges and transfers

Accepted Answer

Finance › Bank & cash shows the balance of every bank and cash account plus all money in and out.
Record money that is not an invoice or expense

Tap Record transaction and choose Money in, Money out or Transfer.
Pick the Bank / cash account and the Counter account, for example:

Share capital paid by shareholders → 3000 Share capital
Director lends money to the company → 2200 Amount due to directors
Bank loan received → 2500 Bank borrowings
Monthly bank fees → 6600 Bank charges
Interest received → 4100 Other income

Enter amount, date and details, then save.

Add another bank or petty …

Question 9

A director paid a company expense with personal money

Accepted Answer

Very common in a new Sdn Bhd. Record it so the company owes the director:

Finance › Expenses & bills › Record expense.
Fill in the description, amount, date and category as usual.
Status: Already paid and Paid from: Amount due to directors (2200).
Attach the receipt and save.

When the company pays the director back, use Bank & cash › Record transaction › Money out with the counter account 2200 Amount due to directors. The balance sheet always shows how much is still owed.

Question 10

Financial reports: profit & loss, balance sheet, trial balance

Accepted Answer

Open Finance › Financial reports.
Choose a tab: Profit & loss, Balance sheet, Trial balance (Pro), General ledger (Pro) or Receivables aging.
Set the period (From / To) or the As at date, tick Compare last year if needed, and tap Show.
Tap Print / PDF to save or send it to your accountant.

Every number comes straight from your invoices, payments, expenses, bank transactions and journals — no year-end retyping. If the balance sheet says not balanced, check your opening balance journal.
For the auditor
On the reports page tap Auditor pack (top right) to download one ZIP with reports, ledge…

Question 11

Prepare the auditor pack for annual financial statements

Accepted Answer

Make sure the year is complete: all invoices, payments, expenses, bank transactions and director claims are recorded and receipts attached.
Upload bank statements, last year's accounts and contracts to Company › Document vault.
Open Finance › Financial reports and tap Auditor pack (top right). Choose the period within one financial year, tick Include all attachments, add handover notes (e.g. "depreciation not yet posted"), then tap Generate & download pack (.zip).
Send the ZIP to your auditor or tax agent.

The pack contains printable HTML reports (save as PDF), trial balan…

Question 12

General journal and opening balances (Pro)

Accepted Answer

Most entries are automatic. Use a manual journal only for adjustments such as depreciation, accruals, prepayments or opening balances.

Finance › General journal › New journal entry.
Enter the date and Details (e.g. Annual depreciation 2026).
Add at least two lines: choose the account and put the amount in Debit or Credit (one side per line). Debits must equal credits — the form shows Not balanced until they do.
Tick This is an opening balance when moving balances from an old system.
Tap Post journal.

Manual journals and opening balances can be edited later; every change is kept in the histo…

Question 13

Chart of accounts: add or rename an account

Accepted Answer

Every company starts with a ready Sdn Bhd chart of accounts (cash, bank, receivables, payables, share capital, sales, rental, utilities and more).

Open Finance › Chart of accounts.
Tap Add account, choose the Type (asset, liability, equity, income, expense), enter a Code and the names in BM and English.
Tick This is a bank / cash account for new bank accounts.
Save. The account is available in expenses, banking and journals.

System accounts (marked System) are used automatically and cannot be deactivated. Others can be deactivated when no longer used.

Question 14

Payroll: employees, EPF/SOCSO and payslips (Pro)

Accepted Answer

Open People › Staff & payroll and tap Add employee: name, IC, position, join date, basic salary, allowances, bank account, EPF/SOCSO/tax numbers.
Each month tap Run payroll, choose the period and pay date. BizHub estimates employee and employer EPF, SOCSO and EIS.
Review the amounts (adjust if needed, tap recalculate contributions), then Confirm & post payroll — salaries and contributions are recorded in the accounts.
Print each Payslip or download them as PDF.

Question 15

Generate directors' resolutions and official letters

Accepted Answer

Open Company › Letters & resolutions.
Choose a template — Directors' resolution (open a bank account, appoint an auditor, change address …), HR (offer letter, confirmation, warning) or General (payment reminder, authorisation).
Company details, directors and dates are filled in automatically. Edit the text, choose the letter language (BM/English) and save.
Tap Print / PDF. Signature spaces for every director are included.

Pro lets you create your own templates with auto-fill fields in My templates.

Question 16

SSM & LHDN deadlines (compliance calendar)

Accepted Answer

BizHub calculates your deadlines from the incorporation date and FYE in the company profile: SSM annual return, circulation and lodgement of financial statements, Form C, CP204 and instalments, Form E & EA, EPF, SOCSO, PCB and SST-02.

Fill in Date of incorporation and FYE in Company profile, and tick SST / employees / CP204 if they apply.
Open Company › Compliance calendar to see what is due, overdue or done.
Tap Done once filed. Add your own reminders (e.g. business licence renewal) with Add reminder.
We email you reminders before each deadline.

Dates are general guidance based on the …

Question 17

Store company documents (SSM, licences, contracts)

Accepted Answer

Open Company › Document vault and tap Upload.
Choose the file (PDF, images, Word, Excel, CSV, ZIP), give it a title and category.
Add an expiry date for licences or insurance — you will be reminded before it expires.
Expense receipts you attach are saved here automatically.

Basic includes 100 MB; Pro includes 5 GB.

Question 18

Directors, officers and shareholders

Accepted Answer

Directors & officers

Company › Directors & officers › Add officer.
Choose the role (director, company secretary, auditor, tax agent), fill in IC/passport, nationality, appointment date and licence number for professionals.
Leave Date ceased empty while they are still serving.

Shareholders

Company › Shareholders › Add shareholder.
Choose individual or corporate, then number of shares, share class, amount paid and date acquired.
BizHub warns you if the total paid differs from the paid-up capital in the company profile.

Question 19

Invite your accountant or staff (Pro)

Accepted Answer

Ask them to create a free fred.my account first.
Open People › Team members › Add member, enter their email and choose a role: Editor (can record) or Viewer (read only).
They get an email and can open your company in BizHub immediately.

Remove access any time with Remove. Only the owner can manage billing.

Question 20

BizHub plans: Free, extra companies and Pro (MYR or USD)

Accepted Answer

Free: one company with all the basics (invoices, expenses, bank, reports, letters, compliance).
Extra company (Basic): each additional company is activated per year.
Pro: per company per year — journals, trial balance, ledger, payroll, team, custom templates, exports, no branding, unlimited invoices and 5 GB storage.
fred.my Unlimited: makes all your companies Pro (and other fred.my apps) with one monthly payment.

Pay for a plan

Open the company, then Account › Plan & billing.
Choose MYR or USD, the number of years and the payment method.
Tap Upgrade to Pro (or Activate now for an extra…

Question 21

Manage several companies

Accepted Answer

Tap the company name at the top of the sidebar to switch between companies.
Tap Add company to create another one. Your first company uses the free slot; extra companies need Basic, Pro or fred.my Unlimited.
Account › My companies lists every company, your role and plan.

Each company's data is completely separate.

Question 22

Fix a wrong entry (edit or delete instead of correction journals)

Accepted Answer

BizHub keeps your ledger clean: correct the original record and the accounts follow.

Expense wrong amount/category/date → Expenses & bills, tap ✏️, fix and save. Recorded twice → tap 🗑 on the duplicate.
Customer payment wrong → open the invoice, delete the payment and record it again.
Invoice wrong → drafts can be edited; an issued invoice can be voided (delete its payments first) and issued again.
Bank transaction wrong → delete it in Bank & cash and record it again.
Manual journal / opening balance → open it in General journal and edit; the change history is kept.

Every change upd…

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