Updates in the Help Files - 4.8.5

Learn the basics about Synergy. Watch this training video to learn how to setup the My Synergy dashboard, and add extra plugins to each of the tabs. Also review how to use Notes and Reminders, Search Synergy, and configure the User Settings. To access this video you must have a Synergy Cloud Services login account. Learn more about Synergy Cloud Services and what features are included.

Learn how to run a Synergy report. Watch this training video to learn how to run a Synergy report, and email the report as a PDF file to a Synergy contact. Also watch how to export the report in MS Excel® format. To access this video you must have a Synergy Cloud Services login account. Learn more about Synergy Cloud Services and what features are included.

What is Synergy? This overview of Synergy has been updated to include Document Register and Transmittals,Xero Connect, and Resource and Capacity Management.

What is Synergy Cloud Services? This overview of Synergy Cloud Services has been updated to include the Accounts and Support, contain more details about what actions can be performed in each area of Synergy Cloud Services.

Log a new Helpdesk Call. Learn how to log a helpdesk call in Support within Synergy Cloud Services.

Transmittal Approvals Alert. Project Managers and above can view which transmittals have been submitted for approval, declined, or approved but not sent in the My Synergy alerts plug-in.

Create a Note. Add a note to a Project, Sub Project, Contract, Staff, Contact, or Personnel record.

Project Notes. Read the examples of when to create a note to track project details, store meeting minutes, and track phone call details as a note.

Set a Reminder. Use reminders to prompt yourself or another user to complete a follow-up task.

Viewing Alerts. Review what each alerts shown in the My Synergy plugin is used for, and which staff access level is required to be able to see the alert.

Search Synergy. Lookup a keyword in the entire Synergy database.

Search for Transmittals and Drawing Numbers. Use the My Synergy > Search to lookup for the Transmittal or Drawing Numbers.

Transmittal Alerts. View what transmittal alerts can be shown on the My Synergy dashboard and which user access levels can view the alerts.

Drawing Register Tab. Learn how to create a list of the drawings or documents required for each Sub Project.

Drawing Register Copy. Create the drawing register by copying from a template, or existing sub projects, or by copying files from the Project folder.

Link Project Documents. Learn how to select which Project Document file will be linked to the Drawing Register row.

Select the Approved Version. Choose which version of the linked document is approved for use with the drawing register row. An approved version can be displayed on a Transmittal Summary Document.

Drawing Register Audit. Track the changes to each row in the Project Drawing Register.

Transmittal Tab. Learn how to create a new transmittal for a project, copy existing transmittal to create a new record, or view the details of an existing transmittal record.

Transmittal Create. View the steps required to create a new Project Transmittal, and send the Transmittal Document and ZIP package file to the Project Contacts.

Transmittal Summary Tab. View all the transmittals that have been sent for a Project, who they were sent to and what drawings were included.

Transmittal Approvals. Learn the approvals workflow available for Transmittals, to enforce that the Project Manager access level or higher access level must approve what can be sent out to the Project Contacts. Learn about Transmittal Alerts shown to Project Managers and above.

Transmittal Audit. View the details of what changes to a transmittal are tracked in the Project Audit.

Project Audit. Track the changes and deletions to each row in the Project Drawing Register.

Sub Project Drawing Prefix. Add the default drawing number prefix to the General Tab of a Sub Project.

Add Sub Projects using Templates. Drawings are added to the project drawing register if they have been defined on the drawings tab of the Sub Project Template. The drawings box on the add sub projects using templates screen is checked if drawings have been defined on the sub project template.

Copy Drawings using Project Copy. When copying an existing project to create a new project record, you can include the copy of the project drawing register.

Using Budget Templates. The Project and Sub Project Budget tabs have had the 'Composite Rates' button renamed to 'Budget Templates'. The functionality of adding a budget template remains the same.

Project Contacts. Delete of a project contact is not allowed if the contact has been used on a Transmittal.

Project Capacity Board. Learn how to use the capacity board within the project, to see when staff are over allocated to complete project tasks. The new style capacity report details have been included.

Company Capacity Board. Learn how to use the company wide capacity board, to see when staff are over allocated to complete project tasks. The new style capacity report details have been included.

Contact Card ID's. Use the Edit Card ID's feature to Auto Assign Card ID numbers to all contacts missing this entry in one step. The Card ID number is used by Xero Connect.

Management Reports. The last used setting for the line/bar graph display is stored, and the a new check box has been added to select/deselect all list filters.

Reset the datafile. Learn what resetting the database action will do when using MYOB AccountRight or QuickBooks (Reckon Accounts Premier)Connect.

MYOB and Windows 8. Learn how to run Synergy as Administrator in Windows 8, to be able to use MYOB AccountRight Connect.

How to connect to Xero. Read an overview of how to use the Xero Connect Wizard, and learn how to connect Synergy to the Xero company datafile.

Using Xero Contact Settings. Configure the rules for how Synergy contact and staff records will be sent to Xero in the Connect sync.

Using Xero Invoice Settings. Configure the rules for how Synergy invoices, credit notes, and payments will be sent to Xero in the Connect sync. Also choose if you will enable the Payment import from Xero to Synergy.

Using Xero Supplier Expense Settings. Configure the rules for how Synergy Supplier Expense records will be sent to Xero in the Connect sync.

Using Xero Staff Expense Settings. Configure the rules for how Synergy Staff Expense records for Cash and Travel Expenses will be sent to Xero in the Connect sync.

Using the Mapping rules for Xero Connect. Define the mapping rules for Tax Codes and Payment Types.

Preview what data will be sent to Xero. Check the data that will be sent to Xero if the Connect sync is run, and learn how to skip records from this sync.

View the Xero Connect Report. Learn how to read the Xero Connect Sync Report, and view what data was sent in each sync, and which settings were used in the Xero Connect Wizard.

Xero Connect Error Solutions. Review the common errors that are shown in the Preview window of the Connect Wizard and how to solve it.

Xero Troubleshooting. Using Windows 8 on the PC with Google Chrome as the default browser. Learn how to fix the problem of the 'request a new code' button not launching the Xero page in the Chrome browser.

Connect Process Overview. This topic has been updated to include Xero Connect in the process overview.

Drawing Register Default Data. Learn how to setup the default data used to populate the drop down lists within the Project Drawing Register.

Transmittals Default Data. Use the transmittal default data lists to setup what data is shown in the method and reason drop down lists when creating a new transmittal. This information can also be shown on Transmittal Summary Documents.

Cost Centres. Updated to include account code details for the Connect interface to Xero.

Disciplines. Updated to include account code details for the Connect interface to Xero.

Expense Types. Updated to include account code details for the Connect interface to Xero.

Create Drawing Templates. Create a list of commonly required project drawings, which can be copied into the Project Drawing Register.

Composite Rates has been renamed to Budget Templates. The function has been renamed throughout Synergy, and within the help files to allow for this feature to be used in the Drawing Register.

Composite Rate Groups have been renamed to Budget Template Types. Learn how to create Budget Template Types to use as categories for Budget Templates.

Add Drawings to Budget Templates. Add drawings to budget templates, and copy these drawing details into the Project Drawing Register.

Staff Application Security Matrix > Drawing Register. The security matrix for each access level of Synergy has been updated to include access to the Project Drawing Register.

Staff and Application Security > Connect and Contract Administration Settings. Enable the 'Connect User' or 'Contract Admin User' setting on the General Tab of the staff record to select which staff can use these Synergy add-on modules.

Staff and Application Security > Edit Card ID's. Use the Edit Card ID's feature to auto assign a unique Card ID number to each staff record. The Card ID number is used by the Connect interface.

Transmittal Document Template. Learn how to create a Transmittal Summary Template to be used when creating Project Transmittals. Create the document in Word or PDF format.

Document Template - Project > Drawings table. Add the drawing register table to your existing Project Documents to display a list of all the rows entered in the drawing register.

Transmittal Email Template. Create email templates which are used when sending out Transmittal Summary Documents.

Add Drawings to Sub Project Templates. Add drawings to the sub project template, to have the most common created drawings automatically added to the Project Drawing Register when the template is used.

Apply a colour to a Sub Project Template. The colour assigned to the sub project template will be automatically assigned to the sub project and linked tasks when the template is used. The colour can be seen in the Resource and Capacity Management module (*Synergy Enterprise client only*).

Documents System Settings. Learn how to define which fields are mandatory for entry in the Drawing Register, and how to setup the drawing numbering rules.

Transmittals System Settings. Define the numbering sequence to be used for the project level or system wide transmittal number. Also setup if manager approval is required before a transmittal can be sent out.

Transmittal Alerts. Enable the new alert type for Transmittals to view how many transmittals are awaiting approval, declined, or not yet sent on the My Synergy dashboard Alerts plugin.

Transmittal MS Excel® Template. Customise the default MS Excel® template used to create the Transmittal Summary document that displays the history from the last 24 transmittals for which drawings have been sent out to which project contacts.

Install SQL Express 2012. Learn how to install SQL 2012 edition on the Synergy Server.

Install SQL Management Studio 2012. Learn how to install SQL Management Studio 2012 edition on the Synergy Server.

Install SQL 2012 Enterprise Edition. Learn how to install SQL 2012 Enterprise or Standard editions on the Synergy Server.

Upgrade Instructions. Learn how to upgrade the server and client PC's to the latest version of Synergy.

PC Upgrade Instructions. Learn how to upgrade a PC to the latest version of Synergy, after the database server upgrade has been completed.

Download the latest .MSI Installer. Updated the MSI Installer instructions to obtain the installation file from within the Synergy File > Database Menu rather than the Total Synergy FTP site.

Database Backup and Restore. The database backup and restore process instructions have been updated to reflect that the FTP site has been replaced by the Synergy Cloud Services > Support > Helpdesk area.