In the Connect > Settings tab you can select the account code for invoices and expenses to be sent to your accounting system. Below is a more detailed overview of how each of these options work for sending your Synergy data to your accounting system with Connect.

All items will be allocated to the one account.

If this option is selected in the Connect > Settings tab then all invoices and credit notes will be exported to the same account code.

Example

In MYOB AccountRight Live all invoices and credits might go to the sales revenue account code of 4-1000, or 4-2000. For Xero all invoices and credits notes might be sent to the sales revenue account of 200, or 220. Or supplier bill and staff expenses could use a fixed expense account 429 for Xero or account 6-1190 for MYOB AccountRight Live.

Enter account codes against each of the disciplines, which are setup in Organization > Settings > Project lists > Disciplines.

Each stage created in Synergy is allocated a discipline automatically when the work breakdown for the project is created. This discipline is used to track different types of business or revenue streams within the project, and allows you to transfer each different type of discipline to a different account code location in your accounting system.

When the invoice is created for a single stage, the invoice (or credit) will sync to the account code setup for that discipline. If the invoice is created for multiple stages then each stage invoice line will be synced to the different setup account code for each discipline.

Example

Enter account codes against each of the cost centers, which are setup in Organization > Settings > Project lists > Cost Centers.

Cost center mapping can be used for sending invoice data to your accounting system.

Each stage created in Synergy is allocated a cost center automatically when the work breakdown for the project is created. This cost center is used to track different office locations or revenue streams within the project, and allows you to transfer each different type of cost center business to a different account code location in your accounting system.

Example

Enter account codes against each of the expense types, which are setup in Organization > Settings > Project lists > Expense types.

Expense mapping can be used for sending supplier bill and staff expenses (cash and travel) data to your accounting system.

Each expense created in Synergy is allocated an expense type when created. This expense type is used to report different expense total value breakdowns for a project, and allows you to transfer each different type of expenses to a different account code location in your accounting system.

Example