Help Center

Frequently asked questions about Synerquate.

Clear answers for tenant onboarding, project controls, procurement, accounting, VAT, inventory, governance, and access permissions.

7question groups
ERPworkflow coverage
Roleaccess aware

General

Platform scope, company fit, and tenant structure.

What is Synerquate?
Synerquate is an Enterprise Intelligence Platform for project-driven companies that need controlled ERP workflows across projects, procurement, finance, HR, document control, and management reporting.
Who is Synerquate for?
It is built for contractors, landscaping companies, project teams, procurement teams, finance teams, and tenant administrators who need connected operational and financial control.
Is it only for contractors?
No. The strongest fit is contract and project-based work, but the tenant, finance, procurement, HR, and document controls can support broader enterprise operations.
Does it support multi-tenant companies?
Yes. Workspaces are tenant-aware, with role, menu, action, and project-scope controls.

Project / Contract / BOQ

Commercial records and payment application chain.

Can I manage projects and contracts?
Yes. Synerquate supports customers, projects, contracts, commercial registers, and connected workflow records.
Does it support BOQ revisions?
Yes. BOQ structures and revision-aware commercial controls are part of the project workflow.
Does it support WIR/MIR and measurement sheets?
Yes. WIR, MIR, and measurement sheets can be used as operational evidence feeding payment application workflows.
Can it generate proforma, certificate, invoice, and payment flow?
Yes. The workflow is structured around measurement, proforma, payment certificate, invoice, payment, and reporting.

Procurement

Procurement registers and supplier workflow control.

Does it support PR, RFQ, supplier quotations, PO, delivery notes, and supplier invoices?
Yes. Procurement covers requisitions, RFQs, quotations, purchase orders, delivery notes, supplier invoices, and approval controls.
Does it track procurement quantities against BOQ?
Yes. Procurement controls are designed to compare project demand and procurement quantities against commercial/project context.

Finance / Accounting

Ledger-backed finance and statutory reporting support.

Does it include chart of accounts and general ledger?
Yes. Synerquate includes chart of accounts, account mappings, journal vouchers, general ledger, and trial balance.
Does it support AR/AP ledgers?
Yes. AR/AP posting, ledgers, ageing, SOA, adjustment notes, and settlement workflows are supported.
Does it support P&L and balance sheet?
Yes. Profit & Loss and Balance Sheet reports are available with readiness warnings and snapshot/signoff controls.
Does it support bank reconciliation?
Yes. Bank accounts, cash accounts, cheques, bank statement imports, reconciliation, bank book, cash book, and bank charges are supported.
Does it support VAT?
Yes. VAT codes, periods, register, adjustments, worksheet, filing review, payments/refunds, and evidence pack controls are supported. Official tax authority API submission is not included unless separately agreed.

Inventory / Project Cost

Stock, valuation, and cost capture.

Does it support warehouse stock?
Yes. Warehouses, stock overview, stock cards, transfers, and adjustments are supported.
Does it support weighted-average valuation?
Yes. Inventory accounting includes weighted-average valuation controls.
Can material issues be captured to project cost?
Yes. Material issues and project cost ledger reporting support project-level cost visibility.

Governance

Executive control, evidence, and audit readiness.

Does it have audit trails?
Yes. Key workflows include audit-oriented records, action logging, snapshots, archives, and governance evidence.
Does it support executive dashboards?
Yes. The executive finance dashboard provides ledger-backed KPIs, thresholds, filters, snapshots, alerts, and management visibility.
Does it support management packs and signoff?
Yes. Management finance packs support consolidation, commentary, variance notes, signoff, distribution workflow, retention, comparison, aging, and escalation.

Access / Security

Tenant access, role controls, and permissions.

Can users be restricted by role, menu, or project?
Yes. Tenant administrators can control role, menu, action, module, and project assignment visibility.
Can tenant admins control access?
Yes. Tenant admins can manage users, module access, menu permissions, department controls, and project assignments according to configured permissions.
Next Step

Ready to work inside Synerquate?

Register a workspace or sign in with your approved tenant code. Access may require verification and administrator approval.