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Maintaining finance configuration files

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  • Created by Former user , last modified by Former user on Jan 17, 2017
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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 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 .
    The Database Information window is displayed.

How to:

  • Maintain the remittance layout. See Maintaining the remittance layout (on page ).

What you can do:

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.

Finance Configuration Maintenance - Company tab (on page )

Configure the Debtors module, including:

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

Finance Configuration Maintenance - Debtors tab (on page )

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.

Finance Configuration Maintenance - Payroll tab (on page )

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

Finance Configuration Maintenance - PAYG Summaries tab (on page )

Define integration details of your organisation's asset register.

Finance Configuration Maintenance - Assets tab (on page )

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 )

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