CountServa · CountServa: Accounting and ERP Manual
CountServa is a cloud accounting and ERP system built for Malaysian businesses. It lets you run sales, purchases, banking, inventory, point of sale, payroll, SST and LHDN MyInvois e-Invoicing from one browser-based application, with an AI Accountant that reads your receipts and bills and prepares drafts for your approval. It is used by business owners, in-house accountants, bookkeepers, cashiers, employees and external auditors, each with their own level of access.
If you were invited by your company, you receive a setup link first. Open it, enter a New Password and press Set Password, then sign in as above.
After you sign in you land on Overview, the dashboard for the current financial year. The left sidebar groups every module. Settings appears only to owners and users with setup permission:
| Menu Group | What It Covers |
|---|---|
| Sales | Quotations, Sale Orders, Delivery Orders, Invoices, Credit Notes, Refunds |
| Point of Sale | Sell, POS Terminals, POS Reports, POS Analytics, End of Day |
| Memberships | Members, Membership Plans, Membership Reports, Membership Settings |
| Campaigns | Campaigns and the Discounts Report |
| Purchases | Purchase Orders, Goods Received, Bills, Credit Notes, Refunds, Expense Claims, Expense Advances |
| Banking | Bank Accounts, Payment Vouchers, Official Receipts, Deposits, Currency Exchange, Advances on Account, Bank Statements, Bank Reconciliation |
| Contacts | Your customers and suppliers (a top-level menu item of its own) |
| Items | The goods and services you sell or buy (a top-level menu item of its own) |
| Inventory | Stock on Hand, Low Stock and Reorder, Stock Take, Stock Adjustments, Bill of Materials, Assemblies, Write-downs (NRV), Stock Transfers, Batch Expiry, Serial Lookup, Opening Stock |
| Accounting | Four sub-headings: Records (Chart of Accounts, Journal Vouchers, Contras, General Ledger and more), Opening & Go-Live (Opening Balances, Opening AR / AP Items), Period-End & MFRS (FX Revaluation, Impairment (ECL), Leases (MFRS 16) and more) and Planning (Budgets, Projects, Sales Agents, Sales Areas, Timesheets) |
| Fixed Assets | Asset Register, Asset Types, Depreciation |
| Reports | Financial Statements, Profit & Loss, Balance Sheet, Aging, Statement of Account and many more |
| Tax | Income Tax, SST, Withholding Tax, CP58 |
| e-Invoice | Outgoing Documents, LHDN Inbox, Consolidated B2C, Setup & Credentials |
| Inbox, Sent, Company Email | |
| Payroll | Employees, Payslips, Leaves, Statutory Advances, Compliance Documents, Monthly Summary, Holidays, E/EA Forms, Staff Loans |
| Settings | Company Settings, Menus & Visibility, Users, User Access Control Roles, Lists & Masters, GL Account Mapping, Bank Rules, Document Numbering, Custom Fields, Period Close & Lock, Payroll, Auditor Notifications, Document Notifications, Auto Email, Office Computers, Audit Trail and (for owners) My Organizations |
| Guides | Your company's own how-to documents |
The AI Accountant opens from a quick menu in the top bar. Your name at the top right opens the user menu with My Account, the User Portal QR code, Report Bug, Request Feature and Sign Out.
No. CountServa runs in your web browser at https://countserva.com/app/ You only need an internet connection and a modern browser.
Yes. An owner with several companies manages them under Settings > My Organizations and can switch between them. Each organisation keeps its own books.
CountServa hides any menu your role cannot open. Ask your company owner to adjust your access control role if you need a module you cannot see.
Yes. CountServa files invoices, credit notes and debit notes with LHDN MyInvois and records the validation result. See LHDN MyInvois e-Invoice.