We highly recommend you read this entire document before beginning the Synergy Installation process. Do not install this if you already have a functional Synergy program, this is for 'new' programs only.
Installing Synergy Software
- Copy the link below to a new browser window to locate and install the Synergy Software
www.synergy.net.nz/downloads/files/synergy11_install.exe
Once installed you will get the screens below:
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| Click next | Click next |
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| Select I agree... and then click Next | When finished the next screen pops up |
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| Click Continue | Click OK |
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| Click on Exit |
Close the internet and find the Synergy Icon on the desktop. Double Click on it.
In the next screen you will need to enter the Company name and Product Key as supplied by Synergy.
Enter Company Name and Product Key. Click Save.
The Synergy Application Initial Setup will Launch.
Note: You may not get all the screens depending on the version of Synergy you have purchased
Click into each Setup box, fill in the correct details and save.
Accounting Period Dates:
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| Click Yes to setup the accounting periods | Click Yes |
Use the arrows to get to the correct period for the start of your financial year. Click on the correct date. In the next screen we clicked back to April and chose the 1st.
Select the correct Month for Accounts Receivable and if Accounts Payable will be in the same month or the previous one.
Click on close
Analysis Codes:
You have three choices here:
- Use your own analysis codes and key them in afterwards
- Standard Business
- Standard Automotive Workshop
Whichever option you choose you will be presented with verification as below.
Click Yes to Accept your option
Note: This is not reversible
Bank Accounts
Add as many bank accounts as you have. You can also add these afterwards if you don’t have any details right now.
Company Details
Enter as many Company Details. Note: You can update these details afterwards also.
Decimals
With the arrows at the end of each number change the decimal places up and down. Note: Fuel sites always use 3 digits for quantities and cost prices
Click Yes to accept. Note once Synergy has started this can only be changed with Code provided by Synergy Development Team.
Devices
Setup as many of the details from above that you have. Note: these can be changed afterwards
GST Setup
Choose if the customer is to be on Invoice or Payment GST Basis. NOTE: this won’t be able to change once selected.
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| The default rate at present is not correct - click on set rates | Double click on the "I" code |
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| Click on Save - then close, and save |
User/Staff Maintenance
If you are intending to use Staff Codes and/or authorizations in Synergy setup your staff here.
Note: You can add these afterwards. When finished Click Close.
Once each box has been updated it will grey out. You can still go back into these options and change some of the values but not all.
Click Yes if you have finished. No - to update more details.
Synergy will now fire up ready for use.
Check for updates
Run the "check for updates" procedure in Synergy to be certain you are running the latest copy of Synergy
Install Synergy Workstations
If you need to have Synergy on another workstation use the Workstation installation procedure