Xilnex-AutoCount - Portal Configurations
All integration rules and configurations are managed through the Xilnex Web Portal. This guide walks you through accessing the portal and introduces the three core configuration areas.
Accessing the Xilnex Web Portal:
- Open your web browser and navigate to: https://portal.xilnex.com/Integration.
- Log in with your Xilnex account credentials (email and password)
- From the main menu, navigate to: Integration > AutoCount.
- You are now in the AutoCount integration configuration area.
The 3 Core Configuration Areas
Configuration Sequence
Always Configure in this order:
- Document Type: Enable modules and documents.
- Account Code: Link GL accounts and payment methods.
- Document Fields: Map and customize field formats.
Ready for Posting!
All integration setup revolves around three key sections. Each controls a different aspect of how Xilnex data is translated into AutoCount documents:
1. Document Type
Purpose: Define which Xilnex modules are integrated and how each document behaves during posting.
- Select which modules to activate (Sales, Purchase)
- Enable or disable specific document types within each module
- Configure posting options (e.g., multi-currency support, GRN verification, date handling)
When You Use It: First step in setup – you enable the modules and documents you need before posting.
2. Account Code Mapping
Purpose: Map Xilnex transaction components to AutoCount GL (General Ledger) accounts and payment methods.
- Link sales types, item categories, and ownership to GL accounts (e.g., "Food Sales" → GL 500-5000)
- Map payment methods (Cash, Card, E-Wallet) to AutoCount payment codes
- Configure variance and discount accounts for handling differences and adjustments
When You Use It: Second step – set up the GL account assignments so transactions post to the correct ledgers.
3. Document Fields
Purpose: Specify how each Xilnex field corresponds to AutoCount document fields during posting.
- Map header-level fields (e.g., Document No., Customer Code, Description)
- Map detail-level fields (e.g., Item Description, Project Code, Department)
- Create custom document numbering by combining fixed values and variables (e.g., CS-PG-20251001)
- Use auto-generated default templates as a starting point
When You Use It: Third step – customize how data appears in AutoCount documents.
Related Articles
Xilnex-AutoCount - Installation & System Requirements
This section explains how to integrate the Xilnex Retail Management System with the external AutoCount Accounting System to automate data posting from operations to accounting. System Requirements Before you begin integrating Xilnex with AutoCount, ...Xilnex-AutoCount - What Gets Synchronized?
The Xilnex–AutoCount integration establishes a seamless, automated data exchange between your Xilnex Retail Management System and AutoCount Accounting System, so your operational transactions are automatically reflected in your financial records. 1. ...Xilnex-AutoCount - Document Type Mapping
This guide explains how to activate and configure Document Types—which modules and documents are integrated and how they behave during posting. 1. What Is Document Type Configuration? Document Type defines: Which Xilnex modules (Sales, Purchase) are ...Xilnex-AutoCount - Account Code Mapping
Account Code Mapping connects Xilnex transaction components (sales types, item categories, payment methods) to AutoCount GL accounts and payment codes. This ensures transactions post to the correct financial accounts. What Is Account Code Mapping? ...Xilnex-AutoCount - Posting Cash Sales
Cash Sales posting consolidates daily retail POS transactions and posts them to AutoCount Cash Book Entry, providing accurate cash-flow visibility and daily revenue tracking. What Is Cash Sales Posting? Cash Sales posting: Consolidates all retail ...
Recent Articles
Xilnex Auth - API Documentation
Introduction Xilnex Auth implements OAuth 2.0, a widely adopted authorization framework that enables secure access to protected resources by issuing access tokens to client applications. This document provides a comprehensive guide on how to use ...Managing OAuth Client Credentials
Overview Xilnex Auth implements the OAuth 2.0 protocol to govern service-to-service authorization. Client credentials serve as the authentication identity for backend services, enabling them to authorize, or be authorized by, other services within ...Downloading Store Sample CSV Template File in Xilnex Portal
Overview The Download Store Sample CSV Template File feature in Store Management Import and Log allows staff to download a sample template, containing all necessary fields and proper format for importing data into the system. Preparing imported files ...Importing Store Details in Xilnex Portal
Overview The Import Store Details in Xilnex Portal is a function that allows users to import store data in bulk using CSV files. Users have the option to import the store details either With updating the existing records or Without updating the ...Centralized Secondary Screen Media
Secondary Screen Guidelines Current Setup (Local Media) Currently, the secondary screen relies on a local folder to display media on the POS. Xilnex POS automatically creates a folder named "SecondaryMonitorMedia" on the desktop, or users can ...
Popular Articles
Basic - How to create a voucher-coupon
Voucher and coupon definition Voucher can be generated in bulk and can be used once Coupon can only be created one at a time (reusable code) and can be use multiple times Pre-voucher / coupon setup There are 2 things need to be prepared before we can ...Understanding DuitNow QR Payment in ClassicPOS
Introduction This document introduces the DuitNow QR payment feature available in the Xilnex Retail POS, enabling merchants to accept payments conveniently through Malaysia's national QR payment standard. The integration of DuitNowQR simplifies the ...Basic - How to change custom cost to another branch that don’t have custom cost
Change custom cost to another branch that don’t have custom cost 1. Get the item list from the location with custom cost (Item Code, Name, Custom Cost) 2. Make sure the Show Location Price are selected 3. Export the item list in Excel 4. The file ...Intermediate - How to Bill & Post to Sales from Transfer Note
1.0 Purpose A bill is required from transfer note when an inventory transfer involves financial transactions, cost allocation, or compliance with tax and accounting regulations. It is used when stock is moved between outlets that operate as separate ...Basic - How to enable E-Receipt Portal and QR Code Setup on Printing format in Xilnex
Enable E-Receipt Portal Enable the E-receipt functionality Once Enabled, you will be getting the E-Receipt portal link Continue under Theme & Styling, enabled for the E-Invoice (LHDN) You can customize the look and feel of the E-Receipt portal ...