Getting started

SynkriaOps is designed so you can enter your first accounting entry on the very day you sign up. This section covers everything you need to get started: creating your company file, configuring the SYSCOHADA revised 2019 chart of accounts (Plan Comptable OHADA — OHADA Chart of Accounts), inviting your team and navigating the interface.

What you will learn

After completing these guides you will be able to:

• Create and configure your company file (company name, tax ID, industry)
• Navigate the 8 main modules of SynkriaOps
• Invite collaborators and assign the right roles (Admin, Accountant, Expert-Accountant)
• Set up your SYSCOHADA revised 2019 chart of accounts (745+ accounts pre-loaded)
• Enter your first accounting entry before the end of your first session

Tip

If you are migrating from Excel or another accounting system, read Importing historical accounting data first — this prevents mixing entries from two different fiscal years in the opening-balance (à-nouveaux) journal.

Prerequisites

Before you begin, prepare the following information:

• A SynkriaOps account created (or an invitation received by email)
• Your tax identification number if you have an existing tax file
• Your company’s legal form (SA, SARL, SNC, sole trader, association, etc.)
• Your SYSCOHADA activity code (sector) if you know it — useful for initial configuration
• If you are taking over existing bookkeeping: trial balance figures as of 31/12 of the previous fiscal year

Available guides

Create your company file Enter company name, tax ID, industry and configure your first fiscal year.

Interface tour Discover the 8 main modules, the navigation bar and keyboard shortcuts.

Roles and permissions Understanding Admin, Accountant, Expert-Accountant — who can do what in SynkriaOps.

Invite your team Invite a collaborator, assign a role and manage access from Settings → Users.

Configure your chart of accounts Enable, disable or create SYSCOHADA accounts — 745+ revised 2019 accounts pre-loaded.

Recommended order for new users

If this is your first login, follow this sequence to become operational as quickly as possible:

1. Create your company file — 5 minutes. Enter your legal information and confirm your first fiscal year. 2. Interface tour — 10 minutes. Locate the Accounting, Sales, Treasury and Reports modules. 3. Configure the chart of accounts — 15 minutes if you need to create specific sub-accounts. 4. Invite your team — 5 minutes per collaborator.

Caution

Do not start entering current-period entries before deciding on your historical data strategy. If you have prior-year accounting in another system, first create historical fiscal years and enter the opening balances — otherwise your opening trial balance will be incorrect.

Where to start?

New company file → Create your company file.

Joining an existing file → Roles and permissions to understand your access level.

Migrating from Excel → Importing historical accounting data first.

Need to configure VAT rates or journals → Settings → Account & security once your company file is created.