Version 4.6.0 - Minor changes in this release

Reports

Percentages have been standardised on all reports and now display 2 decimal places. Previously some percentages rounded to 1 decimal place, while others were 4 or 5 decimal places. 

The Utilisation report is designed to list all staff with total hours worked and the number of hours that are billable. Previously this report displayed zero hours for staff that are inactive. This is no longer the case.  

Invoices due yesterday, will now appear on the Outstanding Aged debtors list.

The Contact and Personnel notes report now shows notes attached to both the contacts and personnel - previously the report would display when a note was attached only to a contact.

Attribute values over a certain length no longer appear as the value 'Invalid' when the attribute column is added to a reports.

Last activity column is now available on reports as a filter and a column. Read more on customising reports. 

Headings on the Project Transaction WIP Report now read WIP Cost and WIP Value (est).

Column heading grouping called 'Transaction Value' within the Columns tab has been added to Transaction and Timesheet reports. Contains 'Transaction Chargeable Per Unit', 'Transaction Chargeable Units, 'Transaction ($)'. Click the 'plus' next to Transaction value to expand out the grouping.  

Copy a report no longer deletes the original report, when the report had just been run.

Column headings Project profit $ and Project profit % display the same name in the sorting and grouping of the report, previously it showed only Project profit and no distinction between the 2 was made.

Append filter is now available on all WIP reports when moving from Project to Sub project and then Transaction and back again.

A new filter 'Activity is Active' has been added to the Staff Activities report in the Default data report category and to the Staff activity report and the Staff activities by project report in the Timesheet report category.

Invoice Contact and Primary Contact columns are now available on the Revenue Forecast reports.

A locked filter has been added to all Performance reports ' Has Invoices or Write-offs' to ensure profitability reports exclude WIP transactions.  

Projects

Users with Project Managers and below security access can now only archive or restore one project at a time. The Archive all button is not available for these levels of security access. Read more on Archiving.  

When personnel are terminated in the system they will be automatically deactivated on a project. They can be viewed by using the screen filter. 

Variable Foreign currency no longer reverts to default data setting.

When performing a WIP transfer, the total amount to be transferred can be seen at the bottom of the screen. It changes as you select or de-select items to transfer. Read more on WIP transfer. 

New column Invoice w/off has been added to the Profitability tab and sits between Invoiced and Residual columns. Est. P/L now reflects written off invoices. 

Cost entry

Timesheet text no longer expands the column width which was causing the status and save button to fall off the screen.

When more than one timesheet is declined using Timesheet approvals, all declined transactions now appear in the list. Previous only the first record declined would appear in the summary window. 

Office expenseentry is now done via grid entry similar to timesheets. A column 'Unit value' has been introduced. 

Invoicing

When launching the invoice wizard, at the sub project selection, the button is no longer close it is now OK.

The Invoice Maintenance screen has totals for invoice total (ex tax and inc tax), paid, credit and owing amounts; and excludes cancelled invoice vales from the total. If the filter is set to all and the data is exported to excel the cancelled invoice values will appear in the totals.

On a draft invoice, the Invoice text field can be scrolled when a large amount of text has been added.

Contract Administration

Sum adjustment quote numbers now carry through when a Contract Instruction is created from the Sum adjustment.

A duplicate sum adjustment is no longer created when the Contract Variation is set from approved to pending and back to approved again. A Contract variation can no longer be deleted when a Contract Sum Adjustment is created as a result of the Contract variation. 

Zero value Contract Sum Adjustment can now be created.

There is no longer a tax rounding on Progress claims when a sum adjustment is added to the contract.

Lodging a Progress claim against breakdown items, no longer rounds the percentage claim to 4 decimal places, which resulted in the claim amount readjusting.

A Progress Payment Certificate can be created from the Progress Claim tab and from within a Progress Claim.

An error no longer occurs when the Progress Payment Certificate is created

When creating a notice, such as Notice of Practical Completion, Draft notices can be created and saved against the Contract until all the details have been obtained. Select Issue Notice to change the status of the Notice from draft. 

An incoming Contractors notice can be linked to Notice of Practical Completion, Notice of Practical Completion Owner has remained in Occupation, Notice of Practical Completion Owner has taken possession and Works not at Practical Completion. This appears as a drop down list, allowing you to select an incoming Contractor's notice. Read more on Notices.  

All new Contractors notices will default to today's date, though this can be changed.

Contract PPC template bookmark Liquidated damages ex tax is now displaying valid data in the document.

The 'Percent claimed' column heading on the Contract Progress Claims Breakdown report is now 'Claim %', as it should not be 'Claim #'.

Rate groups

The rate group description length has been made longer. This can be found at Practice | Rates. 

Outlook integration

Special characters in the project title are no longer truncated when generating an email from the project.

New sync option for exporting the staff list is now available. Go to Practice | Staff and select the sync button . Option available to export All staff, staff in my office, selected staff or displayed staff. Sync to your default contact address folder or your Synergy sync folder.   

When saving emails to the project folder, a blank email subject is now supported, an error no longer occurs.

Read more on syncing with MS Outlook®.

Contacts

'The Manager' no longer appears in the list of Contact Personnel, when 'The Manager' has been attached to a project.

Document templates

All document tables - i.e. FEE DETAIL, CSA WORK ITEMS now support 10 columns and 10 rows within each section.

A sort order has been added to document templates.

Numbers can be added to the document template name and can contain up to 120 characters in the title.

Read more on Document templates.

Multi office

Project manager list will return only managers attached to the office of the person creating the project. Similarly, once a project has been setup, the project manager list will return only managers attached to the project office. 

When a user selects view different staff member in timesheets, multi-office security will display staff that belong to the office of the user. Similarly the projects that the user can allocate time to will only be those projects attached to the users office. So, if the user has 1 office attached to them, and the staff timesheet member has 2 offices, the user will be able to only see or enter timesheets for the office they belong to.  

When security is turned on for Multi office, entering an Expense (Invoice/Bill) will display projects for the office of the user entering the expense only.

Read more on Multi offices.

System settings

GIF, JPEG and TIF image types are now supported formats for company logo. Go to system settings to import your company logo and then add the company logo plug-in to your My Synergy dashboard. 

The project number divider no longer disappears when saving System Settings.

Project folder rebuild

A filter has been added to the rebuild function for Project folders. This enables a user to select a screen filter and/or select only projects requiring the rebuild. The rebuild function exists also in Office under the Action menu bar.   

Financial control

Even though no changes were made to staff cost calculations, the financial control now displays the client settings and is no longer reverting to the original database settings.

The overhead calculator now calculates an estimated Practice Overhead based on timesheets for the last 12 months, 6 months and 3 months. Manual input is required to update the overhead factor.