Version 4.1.8 - Synergy Release Notes

TOP 8 CHANGES THIS RELEASE

When viewing timesheets and expenses at the project or sub project form, you can now click through to the item.

The Synergy.Net client will now run on 64bit machines.  This is a non-supported feature.

There is improved flexibility with project numbers. You can now extend, shorten or have a variable length prefix, include a divider character between the name and number, and have a higher or lower maximum number and turn off the '0' padding with the number.

Examples are:  08-999; SY-08.999; SY08999; SYTS08.999; 08-999999; TSY.1

You can now search using attributes in the projects modules. This is under the advanced search options.

When using this search, the found attributes will also show on the grid, so projects can appear more than once.

The example show filtering only active jobs to display the 'Completion Date attribute' value

The attribute columns have now been added to most of the project, sub project, transaction, contact, personnel and staff reports.  This is useful if you are utilising an attribute to store the overall project director or want to see the market sector of a particular project.  This extends attribute reporting beyond the Project Attribute report.

All timesheet and expenses module entries are viewable against an archived project. 

Staff utilisation and timesheet reports now show timesheets against archived projects.

Invoices can now be created using a form that is similar to the final invoice view rather than the existing wizard style.

ACTION: 'Use the invoice wizard for creating new invoices'.  To change the way that invoices are created go to Tools :: System Setting :: select the invoices tab :: clear the option 

A new Aged WIP report is available showing the value of un-billed transactions grouped in aging buckets: 0-30, 31-60, 61-90 and 90+ day periods.

When changing the primary or invoice contact on a project a record of the change is stored in the project audit.

The 'Transactions' tab on the projects has been re-named to 'Time and Expenses'.

When using sub project specific rates, the current standard rate will display in the grid as a reference.

Specific rates can now be earlier than system start date.

Sub project sorting is faster and is now performed using a new pop-up window. The window allows the user to set the order of the sub projects and then save or cancel the changes.

'Select All' button has been added to the WIP Transfer module.

When opening a project that is complete or unsuccessful, the default view for the sub projects is all so that complete and unsuccessful sub projects are visible.

Fixed the issue where users could add sub project to a project when a DRAFT invoice was attached to the project. This would cause an error and the added sub project would not appear as available for invoicing.

The upgrade will fix any sub projects that are not available for invoicing, and sub project (including templates) cannot be used when DRAFT invoices exist on the project.

Fixed the issue when entering budgets on a sub project and 'Save and Close' is selected on the project and not 'Save budget' is selected that would result in the budget either being saved or locked.

When marking a project as complete, the unsuccessful sub projects now remain as unsuccessful and are not changed to complete.

Sub Project templates now default to Tax Inclusive.

Project documents

Proposal documents are now able to be produced when the project is active if there is proposal sub projects.

After creating a proposal from the project, the project is now active and not locked.

Sub project on the proposal document now show in the correct sub project order.

Fixed the rendering issue when generating a project proposal, the "Select the lines..." text was cut off.

The data entry of attributes has been improved, now all active attributes show on the grid, and the user can enter multiple attribute values without having to save between entries.

Date attributes now default to the current date when added.

When searching for invoices, the date period defaults to last month.

Paid and cancelled invoices are now separate views in the invoices or project invoices modules.

New bookmarks split up the different name parts of the invoice "attention to".

Phases are displayed correctly now during the invoicing wizard.

Zero value invoices can now be generated, previously they would remain with the status of DRAFT but would have an invoice number assigned.

In the last upgrade, some cancelled invoices become DRAFT and vice versa, during the update these invoices are detected and fixed.

You can now change the invoice terms to be a custom day number as per version 3.

Fixed the issue that when clicking the invoice as paid in full, on the payment screen the owing would appear as $0.01.

When entering payments and tabbing through the date and amount, the values no longer disappear if they are left blank.

Fixed the issue that prevented the write off of 1c when the invoice total was paid except for 1c.

Resolved issue where specific rates were not being used when the units or charge was changed during the billing wizard.

Fixed the 1c rounding issue when writing off invoice amounts.

You can no longer set a note reminder in the past.

When exporting notes to excel, the note column now exports correctly.

A reminder error no longer appears for new notes.

Sub Project notes now show at the project level as well as at the sub project.

Archive searching now has the same search options as the main projects module.

Fixed the archiving issues for projects that would result in a ’r;Column name or number of supplied values does not match table’ error.

Expenses (Invoice/Bills)

The default for project selection when disbursing an expense is to show all projects.

Now able to modify a disbursed line on the expenses window buy changing the selected project/sub project and then re-saving the disbursement line.

When selecting the rate for an office expense, the arrow keys now function as expected to select an item from the list.

The project selection now defaults to all projects when adding a new office item expense.

TIMESHEETS AND EXPENSES

Timesheets and Expenses

A warning is now shown when navigating away from a timesheet that it has not been saved, or when changing to a different view in the timesheet module.

The sort order on the project selection is now correct when changing between the project number and project reference views.

Fixed the bug where un-ticking the timesheet day appeared to do nothing.

Clicking on the date in timesheets to go backwards no longer caused the date to drop back to 1793.

Fixed the issue that prevents weekly history from being used to add new timesheets.

Notes are no longer mandatory for travel expenses.

Fixed the issue where the note text is cut off when entering text in the weekly view.

Project manager notification now works when the Unallocated Costs sub project is used.

The approve all button now functions correctly.

The expanded view of the notes is now available by clicking the icon in the approvals wizard.

Office timesheets can be unlocked for editing after it is approved by an administrator.

There is an unlock icon on the menu that is only active for office items.

CONTACTS

When generating a fax or letter from a contact and there is no personnel selected, either the manager for a company contact or the linked personnel record is selected as the default recipient.

If two personnel exist with the same name but different active states, you can now update the personnel records without any errors.

REPORTS

The default column widths for the Payroll report have been modified to better format the report.

New columns added to the staff utilisation report to allow the sorting by family name.

New Staff Charge and Overhead Cost fields have been added to the staff remuneration and the transaction summary/performance/WIP reports.

The new fields are only visible for Administrators, Directors and System Administrators.

There is a new report called 'Invoices and Credits' that shows invoices and credits as  separate  lines, this allows a report to be generated for a time period to show the total of all invoices and credits applied during that period.

Fixed issue when using a classification filter on 'Contact Summary Report'.

Fixed issue with the staff report when using attributes as filters and the attributes not showing as custom columns.

The invoice filter 'IS NOT Cancelled' now correctly removes cancelled invoices.

The staff timesheets now have the default sort of Staff Name and then Date.

Fixed the error 'Contact Expense Disbursement' report that would result in an 'Ambiguous column name dCounter' message.

The project number filter on the expense (Invoice/Bills) report now functions correctly.

Fixed the attribute IS NOT SET filter option on staff reports.

New reporting date filtering options for "# days ago", "less than # days ago" and "is between # and # days ago".

Fixed the transaction filter 'Transaction Invoice Date' on all reports that use it.

Report title no longer gets truncated when larger than 100 characters.

Staff utilisation report now shows correct values when the staff member has zero utilised hours.

Fixed the calculation on actual costs, the upgrade fixes the previously calculated cost values.

ADMINISTRATION TOOLS

Document Templates

New bookmarks for the Proposal Fee Table for the total hours, total budget and line number in the sub project header.

Invoice fee table examples no longer show in proposal templates.

When generating a letter and the selected recipient has a street but no post address, the street address is automatically selected.

The project directory bookmark now correctly displays on letter documents.

Invoice templates no longer open to internet explorer when generated.

Fixed the bookmark for 'Project Manager' to not include the salutation.

When sending an invoice to Microsoft Word 2000 the 'DISP_E_BADVARTYPE' error message no longer occurs.

When deleting a template in synergy, the document will be also deleted in the shared Synergy\Templates folder.

Fixed the bookmark creation on project documents so that if one fails (or gives a warning) the process continues and tries to add the remaining bookmarks.

When selecting multiple bookmarks they no longer appear in reverse order when added to the document template

The template document name and template name no longer need to be the same

Application Security

Enhanced the logged in users screen to include an explanation of the license usage for the logged in users

Director level of access can now see the financial controls and all the same modules as in version 3

Assistant Project Managers now can see the icon to launch the explorer link to the project folders

Users can now no longer open sub projects

Fixed the issue where if all licenses are used, and a user that was logged in tried to log in to the outlook add-in they would be denied

Fixed the reporting budgets and actuals setting when creating a new security access record so that it can be edited only by the System Administrator

DEFAULT DATA

Attribute types can be changed as long as the attribute has not been used

When opening the attributes maintenance screen the default view is now "Active"

There are now sample currency symbols to choose from in the currency maintenance module

Changing the 0% and 100% proposal success factors no longer be edited, but the description can be changed

PRACTICE

Fixed the performance issues when changing a rate that has WIP, and also now prevent the rate from being duplicated when the save button is pressed multiple times during the WIP update.

Fixed the spelling for the progress windows when backdating rate changes

Rate sorting now functions correctly in the 'Rates All' module

Fixed the spelling for the 'Charge/Unit' column in the 'All Rates' module, also fixed the spelling when inactivating a standard rate that is attached to a staff member, the word "member" was spelt incorrectly

Inactive rates no longer show when viewing only active rates

Fixed the column heading spelling for 'Formal Title'

Inactive staff rates are no longer available for selection on the staff maintenance screen

TOOLS

There is now an option to register the Office Add-ins using administrator rights

New options available for address formatting.  You can now nominate double spaces between the town, state and postcode, and you can have the town on a separate line

INTERFACES MODULE

Fixed the MYOB Payment export error when the payment note had multiple lines

Fixed the error "attempted to read or write protected memory" when sending payments to MYOB Premier 11 or Accounting plus 16 (or higher) and the note field on the payment was blank.

Fixed the issue with the "Required" check box not being available for selection when the ”r;use contact Card ID” option is selected in the MYOB Connect settings

CONTRACT ADMIN

Fixed the incorrect calculations in the Progress Payments Certificates

RFI numbering now longer stops at 10, and the sort order is now correct when more than 10 RFI's are used

When adding contractors and sub contracts the list of available contacts is now sorted alphabetically

Fixed the issue for contract instructions when the last item was selected, the delete button is pressed and the first item was deleted

New contracts can no longer be created against the <Office> project

GENERAL

Added tooltips to all timesheet columns so that if the value is cut off, hovering will show the full text

Fixed the display issue on the connection settings window for some notebooks

When switching connection profiles the database connection is refreshing correctly when exiting the connection wizard

The date on the search screen now defaults to last month

Grids now retain the previous sort selection when refreshing the data

When pressing '.' in a numerical grid cell, it no longer ignores the decimal place

SERVER UTILITY

Data fixed supplied from Total Synergy support can be applied by either dragging them onto the application, or by running then using the Synergy.Net client

Moved the detach/re-attach link to the maintenance tab to prevent accidental clicking

Users can no longer log in during a database upgrade

The 'column prefix "users"...' error no longer occurs when viewing the 'Logged in Users' module

The license reminder now only shows for the administrators

Fixed the backup schedule time selection so that it no longer appears as a calendar