Unique ID's allow you to store a number for each contact in Synergy, which is used by Accounting add-ons to match the contacts on the unique id number when the names for the contacts differ in both systems e.g. in Synergy the contact is called 'ABC Constructions', and in Xero or MYOB AccountRight Live the contact is called 'ABC Constructions Pty Ltd'.
Setup required before use | Who can use it? | Where is it? |
User Assistant project manager Project manager Director access Assistant administrator System administrator | Contacts > Details |
Tips:
Enable unique id's to be used by Synergy Accounting add-ons for matching the contact records.
Use the organization settings to enable Accounting add-ons to your accounting system. e.g. Xero, MYOB AccountRight Live.