Create custom payment types for selection when making invoice payments.
Set the sort order
You can also set the order the payment types appear, so when paid in
full is selected, the item at the top of the list will be the default
.
Learn what's new in the 4.6.2 Synergy release within billing functionality.
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Create custom payment types for selection when making invoice payments.
Set the sort order You can also set the order the payment types appear, so when paid in
full is selected, the item at the top of the list will be the default
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Refer to the Custom payment types topic for more information.
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The timesheet note can be edited during the creation of the invoice before the Final invoice is created.
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Refer to the Timesheet notes topic for more information.
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Many new bookmarks have been added to the Invoice Template. These range from the Timesheet activity, to the Project Manager at the time of invoicing. |
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Refer to the CRM communications release notes.
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At times the value of an expense can cause a rounding issue of 1 cent at the time Tax is applied. For example a supplier expense of $554.55 ex tax is applied to the sub project and should have a value including tax of $610.005, which Synergy will round to $610.01. A Tax Adjustment of $0.01- rounding can now be applied manually to adjust the invoice including tax value to $610.00 |
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Refer to the Billing topic for more information.
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release notes: alerts + reminders |
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