SynkriaOps interface tour
SynkriaOps is designed so that your accountant and your CFO can work efficiently from their very first login. This interface tour covers the key areas you’ll use every day.
General interface structure
Section titled “General interface structure”The interface is divided into four permanent zones:
| Zone | Location | Role |
|---|---|---|
| Header | Top band | Tenant switcher, notifications, user profile |
| Left sidebar | Vertical menu | Navigation between modules |
| Main area | Center | Active page content (dashboard, lists, forms) |
| Breadcrumb | Below header | Location within the hierarchy |
The tenant switcher
Section titled “The tenant switcher”At the top left of the header, the tenant switcher displays the name of the active tenant (e.g. Synkria Demo SARL). If you manage multiple companies or are attached to several cabinet tenants:
- Click the tenant name to open the list.
- Select another tenant — the page reloads in the new context.
- Data is strictly isolated: you never see entries from another tenant.
The sidebar: main navigation
Section titled “The sidebar: main navigation”The left sidebar lists modules by category. It collapses to icons on small screens.
| Section | Included modules |
|---|---|
| Dashboard | Summary view: KPIs, alerts |
| Accounting | Chart of accounts, journals, vouchers, general ledger, trial balance |
| Sales | Quotes, customer invoices, payment reminders |
| Purchases & expenses | Supplier invoices, expense reports |
| Banking & treasury | Bank accounts, Mobile Money statements, cash flow forecast |
| Counterparties & products | Customers, suppliers, product catalogue |
| Exports & reports | FEC, SYSCOHADA financial statements, Excel exports |
| Settings | Users, VAT, journals, security |
The active section is highlighted. Click a category to expand it.
The dashboard: real-time KPIs
Section titled “The dashboard: real-time KPIs”The dashboard is the home page for each tenant. It displays the key indicators for the current fiscal year.
Displayed indicators
Section titled “Displayed indicators”| KPI | Description |
|---|---|
| Revenue | Total sales recorded (account 70x) since the start of the fiscal year |
| Available cash | Balance of bank accounts (521xxx) + Mobile Money |
| Overdue invoices | Total amount of overdue customer receivables (411xxx) |
| Month’s expenses | Total current expenses (60x, 61x, 62x) over the rolling month |
| Estimated profit | Revenue minus expenses, excluding closing entries |
| Alerts | Invoices overdue > 30 days, unconfigured fiscal year, pending reconciliation |
Concrete example: if your tenant records 4,500,000 XAF in sales in January and 1,200,000 XAF in expenses, the estimated profit displays +3,300,000 XAF in real time as soon as vouchers are validated.
Alerts and quick actions
Section titled “Alerts and quick actions”The alerts zone flags:
- Customer invoices overdue for more than 30 days with the total exposed amount.
- Pending bank reconciliation if a statement has been imported without being reconciled.
- Fiscal year not created for the current year.
Each alert provides a direct link to the corrective action.
Main keyboard shortcuts
Section titled “Main keyboard shortcuts”| Shortcut | Action |
|---|---|
G + D | Go to dashboard |
G + P | Go to chart of accounts |
G + J | Go to journals |
N | Create a new accounting voucher (when in the Accounting module) |
Esc | Close a side panel or modal |
/ | Open global search |
Light / dark mode
Section titled “Light / dark mode”SynkriaOps automatically adapts to your operating system theme. To force it manually:
- Click your avatar in the top right of the header. 2. Select Preferences → Theme. 3. Choose Light, Dark or System (automatic).
Your choice is saved per browser and per user account.
Customizing the display
Section titled “Customizing the display”List columns
Section titled “List columns”In the Vouchers, Invoices and Counterparties modules, you can reorganize and hide columns:
- Click the Columns icon (top right of the list). 2. Check/uncheck the desired columns. 3. Drag and drop to reorder.
Display density
Section titled “Display density”From Preferences → Display, choose between:
- Compact: more visible rows, suited for large screens.
- Comfortable: generous spacing, ideal on tablets or for new users.
Language
Section titled “Language”SynkriaOps is available in French and English. To switch:
- Click your avatar → Preferences → Language. 2. Select Français or English. 3. The interface switches immediately — the chart of accounts remains bilingual.