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This section outlines changes to the Finance manual arising from changes made to Synergetic (versions 67.01-68).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 67 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
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More information |
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New single database architecture. |
Synergetic has been updated to use a new single database architecture. Previously a number of databases were used to separate community and student data from the financial and multimedia content. These databases have now been replaced with several schemas within a single database.
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Single database structure in the System maintenance manual. |
Database Information field renamed. |
The Database Name field of the Database Information window has been renamed Schema Name.
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New fields added to the Page 2 sub-tab of the Debtors tab.
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The following fields have been added to the Page 2 sub-tab of the Debtors tab of the Synergetic Financial Configuration window:
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Synergetic Financial Configuration - Debtors tab - Page 2 sub-tab Debtor Maintenance - Receipts tab in the Debtors manual. |
Debtor configuration settings updated. |
The following debtor configuration settings have been updated: |
Last modified: 15/03/2017 3:49:36 PM
This section outlines changes to the Finance manual arising from changes made to Synergetic (versions 66R2-67.01).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 67 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
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New field added to the General tab. |
You can use the Create Reversal Journals when Changing Posting Date if Closed field to create reversal journals when the posting date of a closed posting is updated.
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New field added to the Debtors tab.
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You can use the BPAY Biller code field on the Debtors tab of Synergetic Financial Configuration to record the BPAY Biller code used at your organisation.
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New field added to the Payroll tab.
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You can use the Link Mode field on the Payroll tab of Synergetic Financial Configuration to determine how many pay codes the pay discrepancy check expects to be linked to award codes.
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Updated Business Unit Users window. |
You can use the updated Business Unit Users window on Business Units tab of Synergetic Financial Configuration to maintain users for each business unit. |
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Finance lookup tables updated. |
The following finance lookup tables have been updated:
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Creditor configuration settings added. |
The following creditor invoice configuration settings have been added: |
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luCreditCard lookup table updated. |
You can use the SynergyMeaning field of the luCreditCard lookup table to determine the credit card type is assigned to each record by Synergetic.
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Debtor lookup tables added. |
The following debtor lookup tables have been added: |
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Debtor configuration settings added. |
The following debtor configuration settings have been added:
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Sales configured settings added. |
The following sales configuration settings have been added: |
Last modified: 15/03/2017 3:49:36 PM
This section outlines changes to the Finance manual arising from changes made to Synergetic (versions 66.01-66R2).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 66 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
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Always create BAS Journals field documented. |
Victorian catholic schools can use the Always create BAS Journals field on the General tab of Finance Configuration Maintenance to configure Synergetic to always create journals when the BAS is generated. |
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Card field documented. |
You can use the Card field on the Sale Payments sub-tab of the Business Units tab of Finance Configuration Maintenance to add credit card details.
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Synergetic Financial Configuration - Business Units - Sale Payments sub-tab |
New or recently documented finance lookup tables. |
New and recently updated finance lookup tables include:
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New Cred Card Password field. |
You can use Cred Card Password on the Bank Files tab of Banking Configuration Maintenance to record the passwords for your organisation's credit cards.
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New Voluntary Contributions tab. |
You can use the new Voluntary Contributions tab under Online Payments Maintenance to record details of voluntary contribution plans. |
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luCreditCard lookup table updated. |
You can use the UseOnCommPortalFlag to determine whether the selected credit card type is available as a payment option on the Community Portal. |
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PABX lookup tables updated. |
The following PABX lookup tables have been updated to include ModifiedDate and ModifiedBy fields: |
Last modified: 15/03/2017 3:49:36 PM
This section outlines changes to the Finance manual arising from changes made to Synergetic (versions 65.19-66.01).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 66 and pre-66 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
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New Create Adjustment Control Journals for Closed Postings field. |
New Create Adjustment Control Journals for Closed Postings field preserves original postings by creating adjustment journals when closed postings are altered. This is included on the General tab of Finance Configuration Maintenance.
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New Allow Tax File Number Search field. |
New Allow Tax File Number Search field determines whether the Tax File Number is displayed when searching for payroll employees. This is included in the Options area on the Payroll tab of Finance Configuration Maintenance.
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New ModifiedDate and ModifiedUser grid area fields added to all lookup tables. |
New ModifiedDate and ModifiedUser grid area fields added to all finance lookup tables. |
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New lookup tables or recently documented lookup tables. |
New finance lookup tables include:
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New BankCode field in Online Payments Maintenance. |
New BankCode grid area field in the Merchants tab of Online Payments Maintenance. |
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New payment types in Online Payments Maintenance. |
New payment types for Debtor and Event on the Level 2 grid area of the Levels tab in Online Payments Maintenance.
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New fixed values for Online Payments Maintenance. |
New fixed Level 1 values on the Levels tab in Online Payments Maintenance.
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New configuration settings for Online Payments Maintenance. |
New override configuration settings for Level 1 of the Levels tab in Online Payments Maintenance. |
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New NAB Transact payment gateway. |
New NAB Transact payment gateway allows online payments to be processed securely.
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Last modified: 15/03/2017 3:49:36 PM
This section outlines changes to the Finance manual arising from changes made to Synergetic (versions 64.13-65.19).
Note: The look and feel of Synergetic depends on the PC it is running on. The screenshots in this manual use both the version 65 and pre-65 look and feel. You may notice a slight difference in appearance between this manual and Synergetic running at your organisation but the functionality is exactly the same.
Change |
More information |
See... |
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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. |
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Improved foreign currency documentation. |
Information has been added about how to set up foreign currencies at your organisation. |
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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. |
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Price rounding on recalculation. |
You can configure Synergetic to round all prices to two decimal places instead of four when recalculating prices.
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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.
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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.
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New debtors configuration setting. |
You can use the Statements:PauseDurationInSeconds configuration setting to resolve display issues with statement PDFs. |
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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. |
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New field in luDebtorFeeCategory lookup table. |
You can specify which fee categories are applicable for discounts in the luDebtorFeeCategory lookup table. |
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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. |
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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.
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New Search tool to add users to business units. |
You can search for users to add to business units in Business Unit Maintenance.
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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.
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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.
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Last modified: 15/03/2017 3:49:36 PM
Last modified: 15/03/2017 3:49:36 PM
© 2017 Synergetic Management Systems. Published 20 July 2017.
Version 68
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