Updates within the Help Files

Project Status changes. When changing the sub project status you can use the window to save multiple changes. Select sub projects and a status, and use the 'Save' button. This clears all selected sub projects, so you can then select a new set of sub projects and a status option before using the 'save and close' button.

Transmittal Contacts. When creating a new transmittal only contacts which are 'active' on the project contacts tab can be selected. This makes sure that personnel that have left the project team are not sent new transmittals in the future.

Phases and Sorting. Filters have been added to the sorting window to show only sub projects at 'Proposal and Active' status by default. Change the filter to 'All' to see Sub Projects (or the related phase groups) with another status option applied.

Budget filters. Filters have been added to the Project Budget tab to let you change the view to see only 'Proposal and Active' status sub project budget lines. These are the budget items that can be amended or followed up with the team.

Project List > Optional columns. Add the optional column for 'specific rates' to your project list. This lets you see at a glance which projects have special 'specific rates' pricing entered on the project, or against a sub project.

Sub Project tab > Optional columns. Add the optional column 'specific rates' to the sub project tab. This allows you to check which sub project(s) have specific rates entered to provide the sub project(s) with special pricing.

Specific rates. How to enter special pricing as a specific rate on either the project or sub project level. See how to check which projects or sub projects already have specific rates defined.

Time and Expenses tab. Learn about the actions available in the Project Time and Expenses tab, and how to check which transactions have an overtime rate applied.

Project Audit > Invoice and Credit Notes. The project audit now track creating invoices, changing invoice numbers in draft or finalised mode, credit note creation, or when invoices are cancelled.

Overtime entry in timesheets. Learn how to enter Overtime using the updated overtime rates, which can be setup by your System Administrator to alter either the charge-out value or cost of overtime hours entered.

MYOB AccountRight Live Connect > Tips and Tricks. View common questions and solutions of how to use Synergy Connect with MYOB AccountRight Live Connect.

Word 2007 or prior and DOCX templates. The new document template engine uses DOCX format files, which is not supported in Word 2007 (or earlier versions). Read the solution to this FAQ, to see how to continue to create Synergy document templates.

Word shows an error each time it opens. After installing a new product on your computer an error is shown each time you start Word. This occurs when you open the document from Synergy or from File Explorer. See here for the solution to this FAQ.

Creating overtime rates. Add new overtime rates for use in Synergy, and enter the factors to be applied against cost and charge-out values when the overtime rate is used.

Invoice Terms entry. Use the new field on contact create to define the default number of invoice payment days for a contact, and add the optional column to contact list to see the defined terms against all the contact records.

Invoice Terms. Learn how to use this new Synergy list to create custom invoice terms to control when the invoice payment is due.

Log a new helpdesk call. Instructions on how to create a helpdesk call to send a query to Synergy Support have been updated. The instructions now show the new style available in Synergy Cloud Services.

Create or edit a document template. Learn how to create a new document template, or to edit an existing document template. See how each of the fields on the document template create screen are used.

Copy a document template. Learn how to copy an existing document template to be a starting point for creating a new version of a Synergy document.

Download document templates. See how to download sample document templates from the online document template library.

Import or export document templates. Learn how to import or export document template files. This can be required when working with a Synergy consultant to setup a document template.

Synergy Data Tables in document templates. Review how to edit the bookmarks included in a Synergy data table, and add colours and formatting to each cell in the table.

Default save-as location for Synergy documents. Learn more about the default save-as location for the different types of Synergy document templates, and draft invoices documents.

Windows 10 support added. System requirements have been updated to include support for Windows 10 for use as a Synergy Server setup, or as a desktop PC that has Synergy installed.

SQL 2014 Express Install. Use the Synergy pre-configured installer to install SQL 2014 Express on your Synergy server. Follow this setup guide on a new Synergy server.

Delete drawing version. Restriction has been added to only allow the delete of a transmittal version, when the version is not linked to a transmittal. Delete is completed in the drawing register > audit feature.

Project audit. The project audit tracks when the document template linked to a transmittal is changed.

Transmittal edit of document template. Change what document template is used to print the transmittal summary document output, even when the transmittal is at 'approved' or 'sent' status.

Transmittal audit. Track the document template changes on a transmittal at sent or approved status.

Draft Invoice Numbers - Invoicing 101 Guide. Learn how to apply the new draft invoice feature to your invoice approval process.

Invoice Maintenance - Draft Search. Learn more about searching for a 'draft' invoice. Type the keyword 'draft' and any invoice at this status will be returned.

Sub Project fee type changes. Update the sub project to a different fee type when invoices exist. Learn more about the restrictions in this process. All changes are tracked in the project audit.

Work Breakdown Overview. Updated this topic to include the renamed columns for 'Hours' and 'Units'. These columns display totals for each sub project or phase.

Position of Personnel. View the Position column in the Contact > Personnel tab, to find out at a glance what types of queries to call each of the staff at a company contact about.

Merge Duplicate Contact Records. Combine contact cards in Synergy together, and all items linked to the deleted contact record are automatically moved to the master contact record that is kept. This makes is easy to clean-up your contact list.

Rates Reporting. Download the 'rates summary report' from the download library, and learn how to view the current charge-out or cost values for each rate group. This report also displays any Project or Sub Project level specific rates that have been applied.

Forecast filters. View an example of how to use the forecast filters in Project and Sub Project forecasting reports.

MYOB NZ ODBC Drivers. The supported MYOB NZ ODBC driver has been added to the support listed for MYOB V19 (Classic). The ODBC driver is only required for the V19 Classic product lines.

Connect Drivers. The Synergy Connect drivers topic has been updated to include how to locate the drives for MYOB NZ V19, and MYOB AccountRight Live.

MYOB NZ Connect Settings. The MYOB Connect Settings include a new export option for MYOB NZ.

MYOB Active via email. Learn how to activate your MYOB company file via email. This is required for the V19 classic product for both Australia and New Zealand MYOB product lines.

MYOB ODBC Versions. This topic has been included to show the supported MYOB version for MYOB NZ v19 (Classic).

Xero Add-On Partner Reviews. Find the links to the Xero add-on partner information for Synergy, and read reviews from clients that are already using Synergy Xero Connect.

MYOB Add-On Partner. Read more about Synergy Connect for MYOB, and how Synergy is part of the MYOB add-on partner program.

MYOB AccountRight Live Connect Overview. Read an overview of how the MYOB AccountRight Live connect process works to transfer Synergy data to your MYOB company file(s).

Login to MYOB AccountRight Live Connect. Review the three step login process required for Synergy Connect for MYOB AccountRight Live. This process allows you to define if your company file is stored on the local PC, network server, or the MYOB cloud.

General MYOB AccountRight Live Connect Settings. Learn about the options for the export date and contact export for Synergy Connect for MYOB AccountRight Live.

Invoice MYOB AccountRight Live Connect Settings. Learn what the commonly used options for exporting invoices and credit notes using Synergy Connect for MYOB AccountRight Live.

Payments MYOB AccountRight Live Connect Settings. Setup if invoice payments are either exported from Synergy to MYOB, or imported from MYOB to Synergy (most common).

Document templates > Convert to DOCX format. Learn how to convert your document templates to the new DOCX format. The DOCX format lets you create your Synergy document output faster, as only this format uses the new document creation method.

Extra Proposal Template table for Sub Project Attributes. Proposal document templates have an additional table to your fee proposals to display the sub project notes and sub project attribute details.