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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- Select Help > About from the main menu.
The About Synergetic window is displayed. - Click .
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… | |||
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Maintain details of your organisations financial configuration such as:
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Maintain your organisation's address and contact details. | ||||
Configure the Debtors module, including:
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Configure the Creditors module including the:
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Configure the Payroll module including the:
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Maintain | the details for the PAYG Summary forms that you provide to employees atthe | 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 | |
Maintain a list of the Business Management System software IDs used by your organisation. | Synergetic Financial Configuration - Payroll BMS ID tab | |||
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. | Synergetic Financial Configuration - Business Units - Invoicing sub-tab | |||
Configure the default settings for the way that sales are processed. | Synergetic Financial Configuration - Business Units - Sales sub-tab | |||
Configure the different acceptable payment methods. | Synergetic Financial Configuration - Business Units - Sale Payments sub-tab | |||
Configure purchase orders that you send to suppliers. | Synergetic Financial Configuration - Business Units - Purchase Orders sub-tab | |||
Define the control accounts that you use for inventory items. | Synergetic Financial Configuration - Business Units - Inventory Control sub-tab | |||
Manage stock on consignment to the business unit. | Synergetic Financial Configuration - Business Units - Consignment sub-tab |
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