Create your company file

By the end of this guide, you will be able to create your company file, adjust your first fiscal year and invite your first colleagues, all in under ten minutes.

A company file in SynkriaOps represents an autonomous accounting entity: typically your business, or for an accounting firm, one of your clients. Each company file has its own chart of accounts, journals, fiscal years, and user ## Before you start

You will need:

• a SynkriaOps account (created from the sign-up page);
• the company name and, if you have them, the official legal name and the RCCM (trade register) number;
• the country where the company is domiciled, among the 17 OHADA countries.

Create the company

1. Sign in at app.synkriaops.com.

2. If you have no company yet, click Create my company. Otherwise, open the company switcher at the top left and click + New company.

3. In the New company window, enter the Company name, the Country and, if you wish, the Legal name and the RCCM.

4. Click Create company. SynkriaOps:

   • installs the revised SYSCOHADA chart of accounts;
   • creates the default journals (purchases, sales, bank, cash, miscellaneous operations);
   • opens a provisional fiscal year on the current calendar year;
   • gives you the Administrator role on this company.

The country cannot change

The country sets the accounting currency and the tax rules. It cannot be changed after creation: check it before confirming.

If your plan allows only one company, the Add an entity window offers to change plan.

Tip

Bank, cash and Mobile Money accounts are set up later from Settings → Bank accounts: see Set up a bank account. The NIU (taxpayer number) and tax regime are entered in Settings → Company details.

Set the first fiscal year

The fiscal year created automatically is provisional: it covers the current calendar year, for lack of anything better. As long as it contains no entry, the one you choose on the home screen or in Settings → Fiscal years replaces it. This is the time to choose different dates if your fiscal year does not follow the calendar year (for example July → June).

To bring over the history of previous software, see Accounting data import.

Caution

Set the fiscal year’s dates before the first entry: after that, the fiscal year is no longer replaced.

Invite your team

1. Open Settings → Team management and click Invite a member.

2. Enter the Email, First name, Last name and choose the Role.

3. Click Send invitation. The link received by email is valid for 72 hours.

The available roles are Administrator, CFO, Accountant and Auditor. Your accountant is invited separately, with Invite an accountant. Details are in Inviting your team and Understanding roles.

ing roles](/en/demarrer/comprendre-les-roles).

See also

• Create your first accounting voucher →
• Set up a bank account →
• Import a Mobile Money statement →
• Configure VAT for your country →