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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 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 Database Info... button.

    The Database Information window is displayed.

    Database Information window

How to:

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

Manage enrolment deposits from online applications, including:

  • integration with sub-systems and debtor fees
  • cash receipts.

Synergetic Financial Configuration - Enrolment Deposits 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 details for the PAYG Summary forms that you provide to employees at the end of each financial year.

Synergetic Financial Configuration - PAYG Summaries 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

Manage item categories.

Synergetic Financial Configuration - Business Units - Categories sub-tab

Manage price groups and their member constituencies.

Synergetic Financial Configuration - Business Units - Price Groups sub-tab

Manage price groups for item categories.

 

Synergetic Financial Configuration - Business Units - Category Price Groups sub-tab

Last modified: 3/09/2013 6:35:12 PM

In This Section

Synergetic Financial Configuration - General tab

Synergetic Financial Configuration - Company tab

Synergetic Finance Configuration Maintenance - Debtors tab

Synergetic Financial Configuration - Enrolment Deposits tab

Synergetic Financial Configuration - Creditors tab

Synergetic Financial Configuration - Payroll tab

Synergetic Financial Configuration - PAYG Summaries tab

Synergetic Financial Configuration - Assets tab

Synergetic Financial Configuration - Items/Invoicing tab

Synergetic Financial Configuration - Business Units tab

© 2013 Synergetic Management Systems. Published 15 October 2013.

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