Updates in the Help Files - 4.8.7

Daily timesheet entry. Learn how to enter your daily timesheets, use each of the toolbar buttons, and the definition of each of the columns in the grid.

Weekly timesheet entry. Learn how to enter your weekly timesheets, use each of the toolbar buttons, and the definition of each of the columns in the grid.

Cash expense entry. Learn how to enter your cash expenses, use each of the toolbar buttons, and the definition of each of the columns in the grid.

Travel expense entry. Learn how to enter your travel expenses, use each of the toolbar buttons, and the definition of each of the columns in the grid.

Enter time and expenses for a different staff member. Learn how to enter your daily timesheets, use each of the toolbar buttons, and the definition of each of the columns in the grid.

Transmittal Audit. Learn what additions, edits and deletions are tracked for the transmittal within the Project Audit.

Transmittal and Drawing Register Reports. Learn more about the available reports to create a list of drawing register details, or transmittal details for a project.

Discount an invoice using Office Items. Learn how to create a negative value office item, and use the office item to apply a discount to an invoice.

PDF and invoice > Reading view in MS Word® 2013. Disable the reading view setting in MS Word® 2013 to be able to create a PDF invoice in Synergy and send it via email.

Transmittal Approvals workflow. Enable the transmittal approvals setting to only allow Project Manager and above access levels to approve Transmittals.

Transmittal Batch Processing. When approving a transmittal a batch process will create the zip package file and transmittal summary document as a background process. This allows you to keep using Synergy whilst these files are being generated.

Link project documents search. Link a project file to a drawing register row by either selecting the file in the folder, or searching for file within the project folder.

Copy project documents search. Create drawing register rows by selecting multiple project documents, or searching for a file in the project folder.

Attributes Tab. Learn how to enter attributes on a Project, and what each of the toolbar buttons are used for within the Attributes tab.

Copy work breakdown items from budget templates. Add new work breakdown rows to a Sub Project by copying the items from budget templates. Markup the budget template units/value by a factor using the markup options in the toolbar.

Send Email Wizard. Use the Email Wizard to create the email body and subject line using email templates and send the email to your contacts or internal staff.

Using Project Documents. Preview and search for project documents stored in a centralised location. Move the documents to the controlled library to enable version control.

Email the invoice as a PDF attachment. Use the email wizard to send out a PDF copy of a project invoice.

Invoice Maintenance > Email the invoice contact. Use the email wizard to email the invoice contact to remind them that their invoice is overdue.

Project List > Send email. Select the email address shown in the 'primary contact email' column to launch the email wizard to email the project contacts.

Add a Project Image. Select an image in the project folder to be shown on the General tab of the Project. This lets Synergy users easily know what type of project they are working on when viewing the project image upon opening the project.

Enter the % complete for a work breakdown task. Open a work breakdown item and type the % complete, or mark the task as completed to stop it being available for staff timesheet entry. *Resource Management module available to Synergy Enterprise clients.

New style project capacity report. Updated examples to outline how to use the project capacity report with the new style graph. *Resource Management module available to Synergy Enterprise clients.

Schedule staff in the project to work overtime or on weekends. Uncheck the 'use the working hours' check box in a planning board appointment to schedule staff members to work overtime or on weekends. *Resource Management module available to Synergy Enterprise clients.

New style company capacity report. Updated examples to outline how to use the company capacity report with the new style graph. *Resource Management module available to Synergy Enterprise clients.

Schedule staff on the company board to work overtime or on weekends. Uncheck the 'use the working hours' check box in a planning board appointment to schedule staff members to work overtime or on weekends. *Resource Management module available to Synergy Enterprise clients.

Create a proposal document. Learn how to create a project proposal document when the project or sub project status is active or proposal.

Contacts List. View a list of the existing Contact records, and learn what actions are available within Contacts List.

Personnel List. View a list of the existing personnel records, and learn what actions are available within Contact Personnel List.

Contact Documents Tab. Learn how to use the Contact Documents tab for controlled and uncontrolled contact documents.

Contact record details. Learn more about what actions are available within an open Contact record, and what each of the fields are used for in the Contact record tabs.

Personnel record tab details. Learn more about what actions are available within an open Personnel record, and what each of the fields are used for in the Personnel record tabs.

PDF and Email a Synergy Report. Learn how to send a copy of a Synergy report as a PDF file to internal staff members using the email wizard.

Contracts List. View a list of existing Contracts records, add new contracts, and mark contracts as Pinned to create a list of your favourite or most used contracts.

Attributes Tab. Learn how to enter attributes on a Contract, and what each of the toolbar buttons are used for within the Attributes tab.

Email a Contract Document. Select a document in the Contract Administration document library to be sent via email using the Synergy email wizard. Select contract or project contacts to send the email to, and use email templates to create the body and subject line of the email.

Search the Global Controlled Documents library. Use the Documents function to search all the controlled files stored in all the projects, contacts, and contract administration document libraries.

Video - Using the MS Outlook® plugin. Watch this video to learn how to find the Synergy toolbar in MS Outlook® and change the location of the Synergy Explorer Panel.

MS Outlook® 2013 plugin is disabled. Learn how to enable the Synergy Outlook plugin in Outlook 2013.

Find and move the Synergy Explorer panel in MS Outlook®. Learn where you can move the Synergy Explorer panel to within MS Outlook®, and how to locate the Total Synergy toolbar.

Send Email Wizard. Learn how to use the Email Wizard to send a document from the Project, Contact or Contract Administration document libraries. Create the email body and subject line using email templates and send the email to your contacts or internal staff.

Controlled Documents Setup. Compare the features available for Controlled and Uncontrolled document, and find out the default location of these files on your network. Learn the process completed to setup this module by a Synergy consultant during training for this module.

Using Controlled Documents. Learn what features and actions are available for controlled documents in the Project, Contact or Contract Administration libraries.

Document Management Checklist. View a list of the features and benefits offered within the Synergy Document Management module for controlled and uncontrolled documents.

MS Outlook® toolbar actions available. Learn about each of the buttons in the Total Synergy MS Outlook® plugin.

Save emails using the MS Outlook® plugin. Learn how to save emails to Projects, Contacts or Contract Administration records using the MS Outlook® plugin.

Xero Connect Tracking Categories. Select what Synergy record types will be mapped to each of the Xero Tracking categories. Tracking categories can be sent to Xero with Invoices and Expenses.

Troubleshooting max # of Power or User licenses. Learn how to resolve the warning message that is shown when logging into Synergy, if your company has created more staff records than the maximum number of Power or Named User licenses purchased.

Power and Named Users. Synergy clients with Split licensing can view which staff are setup as Power users or Named Users in Staff and Application Security List. These options are not shown for Concurrent Synergy licenses.

Staff List > Send email. Select the email address shown in the list to launch the email wizard to email the internal staff.

Email Template Types. Create Sub Project and Contract Administration email templates for use in the email wizard.

Folder Templates. Setup the folder structure to be used for Projects, Sub Projects, Contacts and Contract Administration modules.

Budget details in Proposal document templates. Learn how to add the Budget details into the Fee Detail table to be shown in a Proposal document.

Login to Synergy Cloud Services video. Learn what features are included in Synergy Cloud Services and how to login as a first time user.

User Settings > Links tab. Updated instructions on how to install or remove the MS Outlook® plug-in.

Alternate upgrade instructions. Review the upgrade instructions to upgrade Synergy from a release prior to the 4.8.2 release to the latest version of Synergy.

Upgrade to the latest release. View the step by step instructions on how to upgrade the Synergy server and desktop PC's to the latest Synergy release.

Synergy System Requirements. MS Office® 2013 is now the recommended version of MS Office® to be installed on PC's that use Synergy. Support added for Synergy Connect and Reckon Accounts Premier 2013 or MYOB V19.9.

PC installation extras. Updated instructions to install the MS Outlook® plug-in on each computer after installing Synergy.

Upgrade Instructions. The instructions to upgrade Synergy to the latest release have been updated with instructions on how to upgrade from an old version of Synergy to the latest release.

Cancel an invoice - credit notes. Learn how and when you should cancel an invoice to create a credit note in Synergy.

Discount an invoice - credit notes. Learn how to apply a discount to an invoice in Synergy. This creates a partial credit note for the invoice and will be sent to your accounting system.

Write-off an invoice when client will not pay - credit notes. Learn when you should use the invoice write off feature if your client is not going to pay an invoice as they have gone out of business.

Print a credit note. Learn how to create a credit note template, and print the credit note document.

Returned credited transactions to WIP. If you have discounted 100% of an invoice (instead of cancelling the invoice) follow the steps in this topic to return the transactions to WIP and be included on a future invoice.

Undo a credit note. A credit note has been created for the wrong invoice by mistake. Follow the steps in this topic to Undo the credit.

Amend and re-issue a paid invoice. A past invoice now requires amendment but is already marked as paid in Synergy and your accounting package. Follow these steps to update Synergy and your accounting system to re-issue the invoice.

Think before you reset Connect. In MYOB and QuickBooks Connect there is a 'Reset' button. Be careful before you press this button, and read this topic to find about more about this.

Transactions attached to the wrong invoice - Pre Billing. A staff member entered their timesheets wrongly, and the transactions have been included on an invoice. Follow these steps to remove the transactions from the invoice, and transfer the transactions to the correct project.

Transaction profitability adjustment - Pre-Billing. A staff member completed their work for a sub project ahead of schedule and you were still able to invoice the full agreed fee. Learn how to markup the transaction value for all the work that staff member completed, to show that their work on this project was more profitable.

Invoice 10% of the fee value upfront - Pre-Billing. Learn how to create an upfront invoice for the client, which invoice a 10% of the fee. In this scenario there are no transactions to include on the invoice as work has not yet started.

Searching the help files. When searching the help files each of the keywords searched for are highlighted in different colours in the open help topic.

System Requirements. MYOB version 19.9 and QuickBooks version Reckon Accounts Premier 2013 are supported for use with the Synergy Connect add-on module.