On-boarding training - Getting started with Synergy

Follow the part of the getting started guide for your security 'access level' that is defined on the staff record. The staff access levels are:

• User
• Assistant project manager
• Project manager
• Director
• Administrator
• System administrator

Help files

• Synergy desktop help files
• Synergy cloud services help files
• Read more about using the Synergy help files
• Read more about searching Synergy

Online support in Synergy cloud services

• Webinar recordings
• Download files

Understand the basics about Synergy. The following steps can be completed by all staff access levels.

Topic title	Description	Video	Slides
Synergy terms	Introduction to project accounting and Synergy terms.
Navigation and timesheets	General navigation. Timesheet and expense entry, using notes and reminders.
Contacts and projects	Working with contacts and projects. Brief overview of document management, the Outlook plug-in, drawing register and transmittals.

Learn how to use a project. The following steps can be completed by all staff access levels.

Topic title	Description	Video	Slides
Supplier bills	Entering and disbursing supplier and subcontractor bills.
Drawing register and transmittals	Configuring and creating a drawing register. Creating and approving transmittals and using output templates.
Document management	Setup of controlled and uncontrolled documents. Using controlled documents and the Outlook plug-in.

Learn more about setting up and managing projects. The following steps can be completed by 'Project Manager' access level staff (and above).

Topic title	Description	Video	Slides
Start a proposal project	Proposal basics, project contacts, phases and sub projects, fees, budgets and specific rates.
Manage an active project	Working with active projects, status changes, WIP transfer and write off, profitability, project documents and invoicing.
Project budgets	Entering and updating project budgets. Fee types and how to use construction costs.
Revenue forecasting	Fee types, setup, creating a forecast and setting baselines, updating and reporting.
Resource management	Resource management, work breakdown, budgets and planning boards.

Learn more about settings up templates and advanced invoicing options. The following steps can be completed by 'Administrator' access level staff (and above).

Topic title	Description	Video	Slides
Proposal templates	Creating, editing and using proposal templates.
Invoice templates	Creating, editing and using invoice templates.
Email templates	Creating, editing and using email templates.
Invoicing	Creating invoices in Synergy and using pre-billing to attach WIP.
Credit notes	Credit note types and when to use them.

Learn more about the reporting options in Synergy. The reporting basics can be completed by 'all staff'. Management reports can only be used by staff with 'Director' access level and above.

Topic title	Description	Video	Slides
Reporting basics	Synergy reporting 101.
Management reports	Synergy management reports.

Using Synergy to assist with business development. The following steps can be completed by staff with 'Director' access levels (and above).

Topic title	Description	Video	Slides
Business development	Using Synergy to assist with business development.

Learn how to use Synergy Cloud Services. The following steps can be completed by all staff access levels, except for the Power BI and OData reporting option which is only available to 'Director' staff access level (and above).

Topic title	Description	Video	Slides
Register and login	Create a cloud services profile and log in.		-
Weekly timesheets and expenses	Entering weekly timesheets and expenses in the cloud.		-
Timesheet and expense reports	Timesheet and expense reporting in the cloud.		-
Power BI and OData reporting	Reporting with Power BI and OData. Learn how to download sample files and run data extracts in the cloud.

The following features can be used by 'Administrator' staff access level.

Connect

Learn more about the Synergy accounting add-on's for:

• Xero
• MYOB Classic V19
• MYOB AccountRight Live (ARL)
• QuickBooks (Reckon Accounts Premier)

 

Extra videos for Synergy Administrators

Topic title	Description	Video	Slides
Synergy settings	Learn how to use the Synergy system settings and office settings.

All staff access levels can review the release notes. Only Administrator staff can upgrade Synergy to the latest version.

Learn more about what is in each major Synergy release:

• Current release notes
• Previous release notes