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:
The About Synergetic window is displayed.
The Database Information window is displayed.
How to:
What you can do:
What you can do… |
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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. |
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Configure the Debtors module, including:
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Manage enrolment deposits from online applications, 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 at the end of each financial year. |
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Define integration details of your organisation's asset register. |
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Maintain the details of the invoice number range you use. |
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Set up your business units before using the sales function. Also refer to the following sub-tabs. |
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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.
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Synergetic Financial Configuration - Business Units - Category Price Groups sub-tab |
Last modified: 3/09/2013 6:35:12 PM
© 2013 Synergetic Management Systems. Published 15 October 2013.