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 usethe database information of the finance system
To check the database information of the finance system:
- Select Help > About from the main menu.
The About Synergetic window is displayed. - Click
.gif)
.
The Database Information window is displayed.
How to:
- Maintain the remittance layout. See Maintaining the remittance layout.
What you can do:
What you can do… | See… |
|---|---|
Maintain details of your organisations financial configuration such as:
| |
Maintain your organisation's address and contact details. | |
Configure the Debtors module, including:
| |
Configure the Creditors module including the:
| |
Configure the Payroll module including the:
| |
Maintain the details for the PAYG Summary forms that you provide to employees at the end of each financial year. | |
Define integration details of your organisation's asset register. | |
Maintain the details of the invoice number range you use. | |
Set up your business units before using the sales function. | |
Define the debtor charging and invoicing details. | Finance Configuration Maintenance - Business Units - Invoicing sub-tab |
Configure the default settings for the way that sales are processed. | Finance Configuration Maintenance - Business Units - Sales sub-tab |
Configure the different acceptable payment methods. | Finance Configuration Maintenance - Business Units - Sale Payments sub-tab |
Configure purchase orders that you send to suppliers. | Finance Configuration Maintenance - Business Units - Purchase Orders sub-tab |
Define the control accounts that you use for inventory items. | Finance Configuration Maintenance - Business Units - Inventory Control sub-tab |
Manage stock on consignment to the business unit. | Finance Configuration Maintenance - Business Units - Consignment sub-tab |
...