Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

There are a number of configuration settings within the finance database that you need to set up to tailor Synergetic to the financial needs of your organisation.

Checking finance databases in use

The standard finance database in Synergetic is SynergyOneFinance.
Your organisation may have more than one finance database. To check the databases in use:

  1. Select Help > About from the main menu.
    The About Synergetic window is displayed.
  2. Click Image RemovedImage Added.
    The Database Information window is displayed.
    Image RemovedImage Added

How to:

What you can do:

(on page )

(on page )

H_882 (on page )

(on page )

(on page )

What you can do…

See…

Maintain details of your organisations financial configuration such as:

  • control accounts
  • general ledger dates
  • default bank account for transactions.

Finance Configuration Maintenance - General tab (on page )

Maintain your organisation's address and contact details.

Anchor
H_869H_869

Configure the Debtors module, including:

  • control accounts
  • instalment details
  • statement details
  • ageing set up.
Anchor
H_874H_874

Configure the Creditors module including the:

  • control account
  • remittance advice details
  • default due dates.

Finance Configuration Maintenance - Creditors tab (on page )

Configure the Payroll module including the:

  • clearing accounts
  • leave loading tax free limit
  • monthly earning for superannuation
  • default bank account.
Anchor
H_882

Maintain the details for the PAYG Summary forms that you provide to employees at the end of each financial year.

Anchor
H_896H_896

Define integration details of your organisation's asset register.

Anchor
H_846H_846

Maintain the details of the invoice number range you use.

Finance Configuration Maintenance - Items/Invoicing tab (on page )

Set up your business units before using the sales function.
Also refer to the following sub-tabs.

Finance Configuration Maintenance - Business Units tab (on page )

Define the debtor charging and invoicing details.

Finance Configuration Maintenance - Business Units - Invoicing sub-tab (on page )

Configure the default settings for the way that sales are processed.

Finance Configuration Maintenance - Business Units - Sales sub-tab (on page )

Configure the different acceptable payment methods.

Finance Configuration Maintenance - Business Units - Sale Payments sub-tab (on page )

Configure purchase orders that you send to suppliers.

Finance Configuration Maintenance - Business Units - Purchase Orders sub-tab (on page )

Define the control accounts that you use for inventory items.

Finance Configuration Maintenance - Business Units - Inventory Control sub-tab (on page )

Manage stock on consignment to the business unit.

Finance Configuration Maintenance - Business Units - Consignment sub-tab (on page )