Getting started

By the end of this section, you will be able to create your company file, configure your SYSCOHADA revised 2019 chart of accounts, invite your team and navigate the interface — everything you need to enter your first accounting entry on the very day you sign up.

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 → Team.

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?

Your situation	Start with
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