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Maintaining creditors

Use the Creditors Maintenance window in Synergetic to view and maintain all the information about creditors that you purchase goods and services from.

How to:

What you can do:

What you can do...

See...

You can:

  • maintain the payee's name
  • view address and contact details
  • select a mailing address.

Creditor Maintenance - General tab.

Maintain the creditor's:

  • ABN and tax details
  • account details for managing terms and conditions, and categorising the account
  • flags used to manage the account
  • default payment details.

Creditor Maintenance - Account tab.

Maintain:

  • currency
  • default payment methods
  • bank account details, if the default payment method is by EFT
  • payment notification methods.

Creditor Maintenance - Payment Details tab.

View the:

  • amount that you owe the creditor at present
  • details of the last payment made
  • total dollar amount of purchases made so far this year and last year's total.

Creditor Maintenance - Summary tab.

You can

  • maintain an alert message
  • flag that the alert message is displayed when entering invoices
  • maintain ordering comments.

Creditor Maintenance - Alert tab.

View:

  • current or overdue invoices
  • general ledger allocations for the invoices.

Creditor Maintenance - Outstanding tab.

View:

  • invoices that have been paid
  • general ledger allocations for the invoices.

Creditor Maintenance - Paid Invoices tab.

View:

  • details of payments made and posting numbers
  • invoices relating to each of the payments
  • whether payments have been reconciled
  • general ledger allocations for the invoices.

Creditor Maintenance - Payments tab.

You can:

  • View purchase order details.
  • Preview the purchase order.

Creditor Maintenance - Purchase Orders tab.

View details of items on purchase orders for a creditor.

Creditor Maintenance - Order Details tab.

View assets purchased from suppliers.

Creditor Maintenance - Assets tab.

View general ledger journals for the creditor in the selected year.

Creditor Maintenance - Journals tab.

Maintain documents associated with the creditor.

Creditor Maintenance - DocMan tab.

Define your own tabs or programs within Synergetic.

Creditor Maintenance - User Forms tab.

View audit details of who last maintained the creditor record and when.

Creditor Maintenance - Maint tab.

Last modified: 29/04/2016 10:12:47 AM

In This Section

Searching for creditors

Creating new creditors

Merging creditor records

Deleting creditors or making them inactive

Creditor Maintenance - General tab

Creditor Maintenance - Account tab

Creditor Maintenance - Payment Details tab

Creditor Maintenance - Summary tab

Creditor Maintenance - Alert tab

Creditor Maintenance - Outstanding tab

Creditor Maintenance - Paid Invoices tab

Creditor Maintenance - Payments tab

Creditor Maintenance - Purchase Orders tab

Creditor Maintenance - Order Details tab

Creditor Maintenance - Assets tab

Creditor Maintenance - User Forms tab

Creditor Maintenance - DocMan tab

Creditor Maintenance - Journals tab

Creditor Maintenance - Maint tab

© 2016 Synergetic Management Systems. Published 16 September 2016.

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