<Office> transactions

Setup required before use	Who Can Use It?	Where Is It?
<Office> sub projects	User Assist. Project Manager Project manager Director Administrator System Administrator	Timesheets > Daily and Weekly timesheet views Timesheets > Cash and Travel expenses Projects > Expenses (Invoices / Bills) Projects > Expenses (Office Items)

Items can be entered in Synergy and linked to the <Office> project in the following locations:

• Timesheets (Daily and Weekly views)
• Cash staff expenses
• Travel staff expenses
• Expenses (Invoices / Bills)
• Expenses (Office Items)

All the <Office> sub projects in Synergy are setup as a 'no-billing' fee type. This means that all the transactions linked to <Office> are automatically written off, so they will never show in a WIP report or be available to invoice.

Click the image above to see <office> timesheets at written-off status.

As the transactions are linked to a 'no-billing' fee type sub project then amendment of the items is still allowed when required. If using timesheet or expense approvals, then the item will need to be 'unlocked' before it can be edited. If approvals is off then amendment is allowed by default.

Enter expenses in Synergy and link them to the <Office> project and they will still be sent via Connect to your accounting system. This allows your team to enter all the expenses in one location, for billable Project items and non-billable <Office> items.

Prior to the 4.9.4 release upgrade all <Office> transactions were showing as WIP in transaction reports. As part of this release upgrade a process is run that resets all <Office> sub projects to be 'no billing'. As that change is applied, all the linked transactions are changed to be written off status (no longer show as in WIP).

The main area that this will be obvious to users is in transaction based reports that 'include' the <office> project. In transaction reports the 'invoice value $' for all <Office> transactions will be set to $0. The cost column will be populated for all time and expenses to show the standard or actual cost for the staff member to complete that work or for the expense.

After the upgrade to the Synergy 4.9.4 release, the transaction reports have been updated to reflect the <Office> transactions are written off. This can be seen in the image below where the 'invoice #' shown for each time or expense transaction to be 'W/OFF'. You can also notice here that the 'Transaction $' column which reflects the 'invoice value' for each transaction in Synergy is updated to be $0 as the item is written off.

There are no changes to the cost or charge-out columns for <office> linked transactions. The cost for each <office> transaction is still shown, and will show actual or standard cost normal based on the item selected in the report editor. If the 'charge-value' is shown in the transaction reports then this shows the expense cost plus markups, or the target charge-out value for the staff member rate.

Click the image above to see <Office> transactions in reports.