BRANCH CALENDAR
Financial Year
FY2026/2027
1 Apr 2026 → 31 Mar 2027
Analytics
Clinic performance, profitability, cash and management trends in one view.
Claim Tickets
Search, review and manage claim tickets grouped by claim month.
Staff Registry & Account Access
Register staff, prepare cloud access and let each user choose their own password securely.
⚑ Action Required
Only payroll items that need follow-up for the selected month.
Payroll Readiness
Setup → calculate → approve → pay → reconcile → payslips.
Cash Requirement Breakdown
Projected cash required to settle payroll and statutory liabilities.
Monthly Payroll Comparison
Current month against the immediately preceding payroll month.
Headcount Summary
Current active staff composition for the selected branch.
Quick Links
Open the detailed payroll workspace only when needed.
Staff Setup
See exactly who is payroll-ready, what is missing, and which salary, bank and statutory settings apply before starting the month.
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Readiness rule: Required fields follow the staff's confirmed statutory treatment. TIN is not required for No PCB, and KWSP / PERKESO identifiers are not required when the relevant contribution is marked Not Applicable.
Payroll Readiness by Staff
Needs Attention shows the exact fields that must be completed. Optional Missing does not block payroll.
Monthly Payroll
Prepare, review and complete one payroll period at a time.
Current Payroll
Drafts and completed runs for the selected month.
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Payroll Audit TrailTrack changes, approvals and calculation actions.View activity
Payments & Statutory
Generate employee bank batches, record successful payments and reconcile statutory remittances.
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Payment gate: Only approved payroll runs should proceed to bank payment. Upload transaction references and statutory receipts so every liability can be reconciled.
Bank Payment Batches
Generate salary bank CSV, upload transaction proof and mark successful payment.
Statutory Payment Centre
Track calculated liabilities, due dates, payment references, uploaded receipts and differences.
Annual Compliance
Complete year-end payroll documents through a guided and organised workflow.
EA Forms
Review employees, complete annual tax fields and generate individual or bulk official-style EA statements.
CP8D
Validate the 22-field employee layout before producing the portal preparation file.
TXT export is blocked when mandatory validation fails. Portal acceptance remains subject to the current HASiL specification and portal validation.
Form E Working Summary
Employer-level totals and readiness indicators prepared from the selected annual payroll dataset.
This is a working summary for review. Final Form E submission must follow the applicable HASiL filing process.
Annual Payroll & Statutory Summary
Export detailed working files for accounts, audit and year-end reconciliation.
Payroll Register
Employee remuneration, net pay and claims by payroll record.
Statutory Register
Annual KWSP, PERKESO, SIP, SKBBK, PCB and CP38 totals.
Management Summary
Printable annual payroll totals and compliance overview.
Submission Tracker
Record EA distribution, CP8D/Form E submission references, amendments and acknowledgement evidence.
Compliance Setup
Configure employer identifiers, declaration officer and the controlled EA/CP8D format version.
Employer Details
Employer No. E, TIN, HASiL branch and serial prefix.
Declaration Officer
Name, position and contact details used in annual documents.
Format Control
EA and CP8D versions remain tied to the installed app release.
Payslips
All non-Master Admin users can access only their own approved payslips.
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CUSTOMER BILLING
Items & Services
Company-wide billing catalogue used by new quotations and invoices. Disable old items instead of removing billing history.
Default prices apply to new billing documents only. Existing quotations and invoices keep their saved price.
Customer Profiles
Company-wide customer master shared across billing branches for quotations, invoices and receipts.
Quotations
Create, send, accept and convert quotations to invoices.
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Invoices
Create directly or convert from an accepted quotation.
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Receipts & Payments
Each payment produces its own official receipt.
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Locum Overview
Current month · Active branch
Action Required
Only items that need attention before approval, payment or reconciliation.
Doctor Coverage
Resident doctors covered by locums this month.
Payment Readiness
Progress from completed sessions through bank reconciliation.
Monthly Cost Summary
Hours, session fees, incentives and total locum cost.
Monthly Comparison
Current month compared with the previous month.
Upcoming / Unsettled Locum Payments
Completed, verified, approved or batched sessions still progressing through the payment workflow.
Locum Sessions & Approval
Step 3: complete sessions after the shift, then verify attendance and approve payment.
Locum Payment Runs
Step 4: combine approved sessions into auditable payment batches and record bank payment.
Locum Directory
Step 2: shared company-wide locum master list. Filter by location, coverage area or branch availability without duplicating doctor profiles.
Rates & Incentives
Configuration for locum payment rates and procedure incentives. This setup is separate from the payment workflow.
Procedure Incentive Settings
Set the amount per completed procedure. Changes are confirmed in cloud before they are treated as saved.
ProcedureRate / Case (RM)StatusLast UpdatedActions
Management & Financial Reports
Structured management reporting, accountant-ready monthly accounts and operational schedules.
ReportSelect a category and report.
Inventory & COGS
Monthly inventory recognition using Quick COGS, Excel / Other System or KumoDoc Detailed.
Attendance & Roster
Doctor roster, clinic staff roster, attendance records, corrections and overtime in one workspace.
Notifications
Install KlinikOS on this device and receive secure staff reminders.
PHONE APPChecking device…
KlinikOS can run as an installed app from your Home Screen.
PUSH REMINDERSChecking notifications…
Shift, clock-in, payslip and claim status reminders.
Checking device readiness…
Private by design. Lock-screen alerts only show a short status. Claim amounts, payslip values and workplace feedback details stay inside KlinikOS after sign-in.
Notification Centre
Your latest KlinikOS reminders and updates.
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SETTINGS
Email & Notifications
Manage organisation email settings, notifications and delivery.
Email SendingChecking…Loading current settings
Sender StatusChecking…Loading sender configuration
Queue—Pending emails
Failed (Last 24h)—Delivery failures
Sender Configuration
Organisation-wide sender used for transactional email.
Edit Sender
Change sender identity and reply-to address.
Test Delivery
Send a test email to confirm the current sender is working.
No test email recorded yet.
⚙Advanced / Technical DetailsEdge Function, provider configuration and manual queue processing⌄
Server-side delivery
Emails are queued in Supabase and sent by the configured Resend worker. API credentials remain server-side and are not stored in the web app.
Automations
Email is triggered only when a record reaches an official workflow event.
Administrative Notification Recipients
Used for account creation and selected management alerts.
Email Template Overrides
Leave a field blank to use the system default template.
Templates are rendered server-side. Passwords, API keys and bank account secrets must never be placed in templates.
SETTINGS
Permanent Delete
High-risk Master Admin tools for controlled permanent deletion and operational data reset.
Permanent Delete & Data Reset
Master Admin only. Deletion removes cloud database entries and linked uploaded files. This action cannot be undone.
Delete All Claims
Remove every claim ticket and receipt. Payroll-linked claims must be cleared by deleting payroll data first.
Delete All Payroll Data
Remove payroll runs, payslips, bank batches, statutory payment records and payroll close records. Salary profiles remain.
Delete Staff Registry
Remove non-master staff, salary profiles and their Supabase login accounts. Claims and payroll must be deleted first.
Individual Entry Delete
Permanent Delete buttons are available directly in Staff Registry, Claim Tickets and Payroll Runs.
Each deletion requires typing the exact Staff ID, Claim No. or Payroll No.
Full Staff, Payroll & Claims Reset
Remove all three operational modules in the correct order. Company, branches, customers, billing, locums, settings and Master Admin access are preserved.
Deletion events remain in the audit log for accountability.
SETTINGS
Accounting & Closing
Configure each branch financial calendar and who is responsible for its closing. Actual month-end work stays under Finance → Month-End Close.
AUTOMATIC REMINDERS
ActiveClosing Reminder Policy
7 days→3 days→1 day→Due day
Overdue reminders continue until the month is closed.
BRANCH ACCOUNTING & MONTHLY CLOSING
FYE 31 MarBranch Financial Calendars & Closing Rules
Each clinic has its own legal operator, financial year end, monthly cut-off and Accounting PIC.
Rules only · perform the actual close in Month-End Close.
SETTINGS
Shift & Roster
Branch-scoped Staff and Doctor shift presets used by roster import and Attendance.
Active Branch
Shift & RosterBranch-based Staff and Doctor shift presetsRoster → Attendance
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