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 the database information of the finance system
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- Maintain the remittance layout. See Maintaining the remittance layout.
What you can do:
What you can do… | See… |
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Maintain details of your organisations financial configuration such as:
| Finance Synergetic Financial Configuration Maintenance - General tab |
Maintain your organisation's address and contact details. | |
Configure the Debtors module, including:
| Finance Synergetic Financial Configuration Maintenance - Debtors tab |
Configure the Creditors module including the:
| Finance Synergetic Financial Configuration Maintenance - Creditors tab |
Configure the Payroll module including the:
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Maintain the details for the PAYG Summary forms that you provide to employees at the end of each financial year. | |
| Maintain the payer details of your organisation for inclusion in Single Touch Payroll (AU) and Payday Filing (NZ) submissions. | Synergetic Financial Configuration - Payroll Payer tab |
Define integration details of your organisation's asset register. | |
Maintain the details of the invoice number range you use. | Finance Synergetic Financial Configuration Maintenance - Items/_Invoicing tab |
Set up your business units before using the sales function. | Finance Synergetic Financial Configuration Maintenance - Business Units tab |
Define the debtor charging and invoicing details. | Finance Synergetic Financial Configuration Maintenance - Business Units - Invoicing sub-tab |
Configure the default settings for the way that sales are processed. | Finance Synergetic Financial Configuration Maintenance - Business Units - Sales sub-tab |
Configure the different acceptable payment methods. | Finance Synergetic Financial Configuration Maintenance - Business Units - Sale Payments sub-tab |
Configure purchase orders that you send to suppliers. | Finance Synergetic Financial Configuration Maintenance - Business Units - Purchase Orders sub-tab |
Define the control accounts that you use for inventory items. | Finance Synergetic Financial Configuration Maintenance - Business Units - Inventory Control sub-tab |
Manage stock on consignment to the business unit. | Finance Synergetic Financial Configuration Maintenance - Business Units - Consignment sub-tab |
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