Finance setup information included in manual.

Information about setting up Synergetic's financial configuration has been moved into the Finance manual from the System maintenance manual.

Finance

Improved foreign currency documentation.

Information has been added about how to set up foreign currencies at your organisation.

Setting up foreign currencies

New fields on the Business Units tab - Purchase Orders sub-tab of Synergetic Financial Configuration.

You can use the Enable Requisitions, Email Requisition Notifications, Email Subject and Email Message fields to configure Synergetic's handling of requisitions for each business unit.

Synergetic Financial Configuration - Business Units - Purchase Orders sub-tab

New general ledger classification lookup table.

You can customise different Budget/Actual grid column orders for general ledger codes in the luGeneralLedgerClassification lookup table.

luGeneralLedgerClassification lookup table

Price rounding on recalculation.

You can configure Synergetic to round all prices to two decimal places instead of four when recalculating prices.

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

Multiple debtor statement underlays.

You can create underlays for headers, footers and the main section of debtor statements and invoices in the Sub Ledgers sub-tab of the Debtors tab of the Synergetic Financial Configuration window.

Synergetic Financial Configuration - Debtors tab - Sub Ledgers sub-tab

Changes to luFund lookup table.

There are new fields on the luFund lookup table to control the automatic allocation of electronic banking payments against pledge receipts.

luFund lookup table

Configuring automatic pledge allocations in the Debtors manual.

New tab in Synergetic Financial Configuration window.

You can manage aspects of enrolment deposits from online applications using the Enrolment Deposits tab in Synergetic Financial Configuration.

Synergetic Financial Configuration - Enrolment Deposits tab

New debtors configuration setting.

You can use the Statements:PauseDurationInSeconds configuration setting to resolve display issues with statement PDFs.

Statements:PauseDurationInSeconds configuration setting

New field on the Assets tab of Synergetic Financial Configuration.

You can use the Exclusions field in the Assets tab of Synergetic Financial Configuration to define any exclusions to the allowed general ledger range for assets.

Synergetic Financial Configuration - Assets tab

New field in luDebtorFeeCategory lookup table.

You can specify which fee categories are applicable for discounts in the luDebtorFeeCategory lookup table.

luDebtorFeeCategory lookup table

Changes to luDebtorSubLedger lookup table.

Extra fields have been added to the luDebtorSubLedger lookup table to maintain statement and invoice PDF underlays and handle automatic pledge allocations.

luDebtorSubLedger lookup table

New method to insert merge fields in Synergetic Financial Configuration.

On the Debtors tab of Synergetic Financial Configuration you can click to select a merge field from a menu when typing an email subject or body.

Synergetic Financial Configuration - Debtors tab

New Search tool to add users to business units.

You can search for users to add to business units in Business Unit Maintenance.

Synergetic Financial Configuration - Business Units tab

New Default Bank Account fields in the Creditors and Debtors tabs of Synergetic Financial Configuration.

You can nominate default bank accounts for use with debtors and creditors in the Debtors and Creditors tabs of Synergetic Financial Configuration.

Finance Configuration Maintenance - Debtors tab

Synergetic Financial Configuration - Creditors tab

New Debtor Match Method field in the Bank Files tab of Banking Configuration Maintenance.

You can select the method Synergetic uses to match debtors to bank files in the Bank Files tab of the Banking Configuration Maintenance window.

Banking Configuration Maintenance - Bank Files tab