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1 "User does not have access to post into locked periods" appears on posting transactions held in Synergist

Issue: A batch of transactions has failed to post from Synergist to Sage Line 50 v2012 (or later). Error message: "User does not have access to post into locked periods". Symptoms: A batch of transactions are being retained in Synergist because one or more…

2 Accounts packages that Synergist will link to.

Issue: Which accounts packages can Synergist link to? Resolution: The main accounts packages that Synergist links to are: Access Accounting Concept Accounts Dream (Coda) Exchequer Microsoft Dynamnics GP MYOB Navision Sunsystems Pegasus Opera Quickbooks (versions…

3 Export customer or client details from Sage

Issue/Requirement: Need to export Sage customer account details to a csv file, in order to import into Synergist. Symptoms: Synergist requires a csv formatted text file to import contacts. Solution: Go into Sage, click on Customers, then Reports, then Customer…

4 File already exists when posting to Sage via file import

Issue: When trying to post a batch to Sage are unable to and receive a message advising the the file already exists Resolution: There is a file from a previous post in the destination folder. This needs to be moved or renamed first, then the current post…

5 How to set up link to accounts

Issue/Requirement: Would like Synergist to link to accounts system. Symptoms: Export to accounts may have stopped working since re-installing or upgrading your accounts package, or moving to another computer. Solution: In Tools & Settings, open Company…

6 Importing transaction into MYOB

MYOB v16 Import Procedure Step 1 – Select File – Import Data – Sales – Miscellaneous Sales Step 2 – Set the options as shown below and click “Continue”. After doing this, locate the “CSV” file exported from Synergist. Step 3 – Click on…

7 Integration with Xero accounting package

Accounting Package Link: Xero This article takes you through the steps required to setup and use the integration between Synergist and the Xero accounting system. Once configured the integration offers: Transfer of sales invoice information from Synergist…

8 Method Exception Sage Data Objects - Sage Data Objects Registration error

Issue: Receiving the following message when trying to post to Sage: Method Exception Sage Data Objects - Sage Data Objects Registration error Symptoms: Unable to post batch to Sage accounts. Synergist is not currently registered with Sage for 3rd party integration.…

9 Posting transactions from Synergist to your accounts software package

SUMMARY: There are 2 types of link to accounts software, direct and file import. Direct links "push" information into the accounts software database, file import links create a file on disk in a format that can be imported into the accounts software database…

10 Purchase Invoice not showing to be batched/in batch

Issue: A Purchase Invoice is not showing in a batch, or none is waiting to be batched Cause: It could be either of the following: The Purchase Invoice has not been posted: Go back to the Purchase Invoice section Double click on the Purchase Invoice Under…

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