Company Defaults

Company Defaults

Article Contents: This article shows how to set up and manage company defaults in synergy account

Step-By-Step:

Step 1: To add or update Company information go to System Setup -> Companies -> General– Companies:

 


Step 2: Under the Defaults tab you can select a default voucher reference, always include default reference (default will print even if you have entered a separate reference under the invoice), terms for vendors, general ledger accounts, Bank IDs and check sort order. You can also choose to automatically print posting registers.



*Please confirm that all default General Ledger accounts are correct prior to processing.


    • Related Articles

    • New Vendor Entry

      Article Contents: This article covers how to add a new vendor, set default accounts, terms, tax details, and 1099 options. Step-By-Step: Step 1: To enter a new vendor, select “New” at the top of the Vendor listing page. This will take you to the ...

    • Due To / Due From

      Article Contents: This articles contains instructions on how to set up and use Intercompany (Due To/ Due From) Processing in Accounts Payable. Intercompany processing allows you to pay an invoice from the entity company and automatically distribute ...

    • Users

      Article Contents: This article explains how to create and manage user profiles under Company Setup. Step-By-Step: Step 1: From the System Setup menu, select Company Setup > Users. Step 2: To enter a new user, select “New” at the top of the page. Step ...

    • Chart of Accounts List

      Article contents: This article contains an overview of the Chart of Accounts Report, detailing how to generate a list of all accounts or a selected range of account numbers. It also explains optional settings, including printing only accounts with no ...

    • Accessing Synergy Accounting

      Article Content: This article explain how to log into Synergy Accounting, reset your password, access modules, and set up favorites for quick navigation Step-By-Step: Step 1: To log into Synergy Accounting, enter your Username and Password: Step 2: ...