Cataxmo

09/10/2026

MANAGING SALES IN CATAXMO

How does the sales side of a business look inside Cataxmo?

For the first Cataxmo in Action walkthrough, we are exploring the Sales area of the platform.

We will take a look at how related sales functions such as:

◆ Invoices
◆ Sales Receipts
◆ Credit Memos

fit within one workflow.

Instead of making a separate video for every button, we want to give each feature area enough room to make sense.

We will spend more time on the main process, then briefly show where the related functions fit.

No long software tour.

No rushed feature list.

Just the actual system in use.

▶ Cataxmo in Action #1: Managing Sales

You can also watch this walkthrough and our other Cataxmo videos on our YouTube channel.

Keep your records organized with Cataxmo.

Official page: cataxmo.com

08/10/2026

SEC MOVES PUBLIC-OFFERING APPLICATIONS ONLINE THROUGH OARS

Another corporate process is moving online.

The Securities and Exchange Commission has mandated the use of the Online Application for Registration Statements or OARS for covered registration-statement applications under SEC Memorandum Circular No. 24, Series of 2026. The SEC has positioned the system as part of its effort to streamline the application process.

Source: https://www.sec.gov.ph/mc-2026/sec-mc-no-24-series-of-2026/

The development applies specifically to covered registration statements.

But it also reflects a wider direction in government services:

Digital submission is becoming part of the normal workflow.

For organizations, this makes digital readiness increasingly practical.

Documents need to be accessible.
Information needs to be organized.
Processes need to work even when the external transaction is fully online.

Paperless systems are not only changing where businesses submit information.

They are also changing how businesses need to prepare it.

07/10/2026

WHAT IS AN AUDIT TRAIL IN BUSINESS SOFTWARE?

An audit trail helps create a record of activity or changes made inside a system.

Depending on the platform, it may help users understand information such as:

◆ What was created or changed
◆ When an action happened
◆ Which user performed it
◆ What happened to a record over time

Why does this matter?

Because business information does not stay useful simply because it exists.

It also helps when important actions can be traced and reviewed.

Audit trails can support:

◆ Accountability
◆ Internal review
◆ Error investigation
◆ Process monitoring
◆ Better control over shared systems

When evaluating software, do not only ask what users can enter.

Ask what the system helps you understand afterward.

Traceability is a software feature worth paying attention to.

06/10/2026

SHARED FINANCIAL WORK SHOULD NOT MEAN SHARED PASSWORDS

When several people work with the same business information, one shared login may seem convenient.

But convenience can create another problem:

Who actually did what?

Shared credentials can make it harder to determine:

◆ Who accessed the system
◆ Who performed an action
◆ Whether former users still have access
◆ Which responsibilities should have limited access

A better software workflow follows a simple principle:

Give the right people the right access.

Financial systems contain important business information, so access should be treated as part of normal operational control, not an afterthought.

Collaboration works better when accountability is built into the process.

02/10/2026

Moving to new accounting software is not just about creating a new account and starting over.

The preparation matters too.

Before switching systems, businesses should determine what information needs to move, what should remain archived, and when the new system will officially take over.

A migration plan may include:

◆ Account structures
◆ Customer and supplier information
◆ Outstanding transactions
◆ Opening balances
◆ Users who need access
◆ Important supporting records
◆ A clear cutover date
◆ A backup of existing data

Moving everything without reviewing it first can simply carry old problems into the new system.

The goal is not just to transfer data.

It is to begin the new workflow with information that is organized and ready to use.

A smoother software transition starts before the migration.

01/10/2026

WHAT MAKES ACCOUNTING SOFTWARE MORE THAN A TRANSACTION TRACKER?

A transaction tracker can tell you when money comes in or goes out.

An accounting system has to do more.

Behind the interface, transactions need to connect to a structured accounting framework so they can be classified, traced, reviewed, and used across the rest of the system.

That is the difference between simply storing activity and maintaining accounting records.

When evaluating accounting software, look beyond the number of buttons on the screen.

Ask what happens to the data after you save a transaction.

Does it remain an isolated entry, or does it become part of a connected accounting system?

Cataxmo is built around real double-entry accounting, giving recorded transactions a structured place within the accounting workflow.

Software should not only capture transactions. It should connect them.

29/09/2026

BIR REPORTING, ORGANIZED IN ONE WORKSPACE.

Tax compliance involves more than keeping records. Businesses also need the right reports, schedules, and supporting information when it is time to review or prepare BIR requirements.

CATAXMO brings key BIR-related reports together in one dedicated reporting hub.

▰ VAT Declaration
Review summarized VAT information for your selected reporting period.

▣ Books of Accounts & General Journal
Access accounting records and journal information for documentation and review.

◇ Cash Receipts & Cash Disbursement Journals
Organize records of incoming and outgoing cash transactions.

⬡ Alphalist Information
Review withholding-related data used for applicable reporting requirements.

◈ EWT & CWT Reports
Review withholding tax transactions and related certificate information.

▤ Sales & Purchase Reports
Access SLS, SLP, DAT, and Relief reports based on recorded transactions.

⌁ Importation Reports
Review applicable SLI information for recorded importation transactions.

◫ Input VAT & Output VAT
View VAT-related transaction information in dedicated reports for easier reconciliation and review.

With CATAXMO, users can also:
→ Select a reporting period
→ Generate reports from recorded accounting data
→ Export supported reports to CSV, Excel, or PDF
→ Keep financial and BIR-related reporting within the same accounting environment

Some EWT/CWT Certificate and Alphalist features are still undergoing improvements, and we are actively working to enhance them.

Less time gathering information from scattered records. More visibility when preparing for compliance work.

Watch the full Cataxmo BIR Reports feature walkthrough here on Facebook. You can also find this video, along with other Cataxmo walkthroughs and tutorials, on our YouTube channel.

✦ Keep the books organized. Keep reporting within reach. Choose CATAXMO.

25/09/2026

Spreadsheet: “Would you like me to save your changes?”
Me: “Obviously.”
Spreadsheet: /crashes anyway/

23/09/2026

Digital tax administration is entering the AI era.

The Bureau of Internal Revenue (BIR) is developing “Terry the Tax AI Assistant” in partnership with Ayala Corporation, an AI-powered tool designed to help BIR personnel search, cross-reference, and analyze official tax regulations, rulings, and issuances more efficiently.

Source: https://www.pna.gov.ph/articles/1282832

This development points to a bigger shift:

Financial and tax administration is becoming increasingly digital, structured, and data-driven.

For businesses, that makes organized financial information more important than ever.

◈ Accurate accounting records
◈ Structured transaction data
◈ Accessible financial information
◈ Consistent bookkeeping processes
◈ Reliable reports for better decision-making

Advanced technology works best when the information behind it is already clean, organized, and dependable.

As government systems continue to evolve, businesses can also prepare by strengthening their own digital financial foundations.

Cataxmo helps businesses manage accounting and bookkeeping through one organized digital platform, built for a more connected way of doing business.

Better data. Better systems. Better business decisions.

MANILA – The Bureau of Internal Revenue (BIR) is developing an artificial intelligence-powered tax assistance tool with funding support from Ayala Corporation. The tool, called Terry The Tax AI Assistant, will help BIR personnel retrieve, cross-reference and analyze tax regulations, rulings,…

21/09/2026

FROM TRANSACTION TO FINANCIAL REPORT: WHERE DOES YOUR DATA GO?

Every financial report starts with a transaction.

A sale, an expense, a payment, or a deposit is first recorded in the system. From there, the data moves through a process that helps turn day-to-day activity into organized financial information.

Simple workflow:

→ Transaction recorded
→ Data categorized
→ Records organized and stored
→ Balances updated
→ Reports generated

When financial data is recorded properly and kept organized, businesses can produce reports that are more useful for monitoring performance, reviewing expenses, and making decisions.

That’s why accurate input matters. Clear reports depend on clean and structured records behind them.

Better records in. Better reports out.