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Settings — User Guide

Settings — User Guide

Module: Accounting
Audience: System administrators, lead accountants
Version: 1.0.0
Last updated: 2026-07-22

Overview

Accounting → Setting controls how Synergy posts transactions to the general ledger, how accounts are displayed, and how optional modules (Purchase, Warehouse, Payroll, etc.) map to chart accounts. The most important area for day-to-day GL behavior is Mapping setup, where you turn automatic conversion on or off and set default debit/credit accounts.

Prerequisites

Role Typical permissions
View settings Accounting Setting → View
Change and save settings Accounting Setting → Edit

Setting areas (left menu)

Tab What it controls
General Financial year, cash vs accrual, close the books, account numbers, hide zero-value report lines
Banking rules Rules to categorize bank feed transactions
Mapping setup Automatic conversion toggles and account mappings (core + modules)
Account type details Labels and notes for account types used on the chart of accounts
Plaid environment Connection settings for bank feeds (Plaid)
Income statement modification Optional custom profit and loss layout
Currency rates Exchange rates and automatic rate updates

Step-by-step: General accounting options

  1. Go to Accounting → Setting (opens General).
  2. Set First month of financial year and Accounting method (cash or accrual).
  3. Optionally enable Close the books and a Closing date to lock prior periods.
  4. Under chart of accounts, enable Account numbers if you use numeric codes.
  5. Click Submit.

These choices affect reports, budget period layout, and when invoice revenue appears under cash accounting.

Step-by-step: Configure automatic conversion

  1. Open Accounting → Setting → Mapping setup.
  2. On the General sub-tab, review each section (invoice, payment, expense, credit note, tax).
  3. Turn the toggle on for each transaction type you want posted automatically when created in CRM.
  4. For each enabled type, choose Deposit to and Payment account (default GL accounts).
  5. Scroll to Item mapping, Payment mode mapping, and Expense category mapping to map specific items, payment methods, or categories when needed.
  6. Click Submit at the top of the automatic conversion form.

When automatic conversion is on, new invoices, payments, expenses, and similar records create general ledger entries without a manual step on Transaction. You can still review and convert manually from Transaction if needed.

Module-specific mapping tabs

If optional modules are installed, extra tabs appear (for example Payslips, Purchase, Warehouse). Open each tab to set defaults for that module’s documents.

Step-by-step: Banking rules and Plaid

  • Banking rules — define conditions that assign accounts when bank feed lines are imported.
  • Plaid environment — configure sandbox or production credentials used under Accounting → Banking → Banking feeds.

Automatic conversion — what happens in the background

Synergy listens for business events (creating an invoice, recording a payment, approving a warehouse receipt, etc.). When the matching toggle in Mapping setup is enabled, the system creates accounting entries in the general ledger. If a toggle is off, those events do not auto-post; use Accounting → Transaction to convert them manually.

Deleting a source document (for example an invoice) generally removes its conversion entries as well.

Common issues

Symptom Likely cause What to do
Transactions not auto-posting Toggle off or missing default accounts Enable toggle and set deposit/payment accounts
Wrong GL accounts on auto-post Default mapping incorrect Update mapping setup or per-item/category maps
No Purchase / Warehouse tab Module not active Activate module or map only core CRM types
Reports disagree with bank balance Cash vs accrual mismatch Align General method with report filter
Cannot save settings Missing Edit permission Request Accounting Setting → Edit

Related features

  • Transaction — manual convert, delete conversion, bulk actions
  • Chart of accounts — accounts used in mapping dropdowns
  • Banking — rules and Plaid feeds
  • Reports — accounting method and financial year from General

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