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

  1. Use Ctrl Click on the link here to locate and install the Synergy Software

www.synergy.net.nz/downloads/files/synergy11_install.exe

 

         Once installed you will get the screens below:

Click nextClick next


Select I agree... and then click NextWhen finished the next screen pops up


Click ContinueClick OK



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:

Click Yes to setup the accounting periodsClick 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:

  1. Use your own analysis codes and key them in afterwards
  2. Standard Business
  3. 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.

The default rate at present is not correct - click on set ratesDouble click on the "I" code


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