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

How to:

What you can do:

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

What you can do…

See…

Maintain details of your organisations financial configuration such as:

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

Synergetic Financial Configuration - General tab

Maintain your organisation's address and contact details.

Configure the Debtors module, including:

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

Configure the Creditors module including the:

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

Synergetic Financial Configuration - Creditors tab

Configure the Payroll module including the:

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

Synergetic Financial Configuration - Items_Invoicing tab

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

Synergetic Financial Configuration - Business Units tab

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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