Maintaining finance configuration files

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

To check the database information of the finance system:

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…
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.	Synergetic Financial Configuration - Company tab
Configure the Debtors module, including: control accounts instalment details statement details ageing set up.	Synergetic Financial Configuration - Debtors tab
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.	Synergetic Financial Configuration - Payroll tab
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.	Synergetic Financial Configuration - Assets tab
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