Version 4.7.4 - Minor changes in this release

Projects

Projects > Invoices > Payments > Audit. Audit tracking has been added for invoices payments being deleted and amended. The audit trail shows the user and date that the change was made, along with the details of any changes to the payment $ value.

Projects > Invoices > Invoice Rates. The invoice wizard allows the invoice rates to be amended without reverting back to the default settings for the hourly rate fee type on the sub projects.

Projects > Project Folders > View in Explorer. 'View project folders in explorer' button will open to the custom folder location, if the custom location is defined on a project.

Projects > Profitability > Export to Report. The exported report 'Std. P/L' column total in the export, matches the value shown on the project profitability tab.

Projects > Forecast. The outstanding Forecast Residual value can have a projected monthly revenue schedule defined, when draft invoices exist for the sub project.

Projects > New Project. The 'Office' field is now a mandatory field when creating a new project.

Projects > Invoices. When using the Invoice form creation view, the "Invoice note (start/end date)" field is populated.

Projects > Invoices. When changing the 'Current % Complete' value for a Sub Project during invoice creation, the invoice total value is now shown to the nearest 2 decimal place value.

Projects > Expenses (Invoices/Bills) > General tab. The Notes field has been improved to allow entry a longer note description. The first 500 characters of the note can searched within the list view.

Projects > Expenses (Invoice/Bills) > Disbursement filter. When using the "Not Fully Disbursed" filter, only valid entries with a 'not disbursed' column value are shown.

Projects > Expenses (Invoice/Bills) > Disbursement Details tab. For '<office>' project items select a tax rate using the new column 'Tax Rule'. For project items this column is read only, displaying the current tax rate on the project.

Projects > Expenses (Invoice/Bills) > Disbursement Details tab. A note can be entered against each individual disbursement line. The note details can be amended within the project invoice wizard.

Projects > Earned Valuations. The 'earned' and 'adjustment column values are now refreshed after a retrospective entry of invoices of timesheets is completed, when earned valuations already exist.

Projects > Scope of Work. The scope of work field on the Project General tab has been extended and now allows the entry of a large number of characters.

Projects > Notes. Use the filter options on the Notes tab to display Active or Inactive Notes. Uncheck the active box on the opened note, to show the task has been completed.

Time and Expenses

SynergyWeb > Web Timesheets. The refresh icon can be used to Undo the entry of recently added timesheet record, when the records have not been saved.

SynergyWeb > Web Timesheets. Footer displays a sum of the entered timesheet hours, or total expense claim. The total is automatically shown within the footer upon entry of a new row.

SynergyWeb > Web Timesheets > Reports. After the report has been run, the search pop-up window will be closed automatically when the report viewer window is closed.

Timesheets > Cash Expenses Entry. The cash expenses tab includes new columns: 'tax'rule, and 'total (ex tax)'. The tax rule is used by the Connect interface, and the total (ex tax) column is used to enter tax free expenses.

Default Data and Practice

Default Data > Attributes. The attribute 'Type' can be amended if it is not already in use.

Practice > Rates. A supplier markup rate with 2 decimal places can now be entered (i.e. 15.25% supplier markup).

Reports

Reports Manager > Style and Save > Export Report to MS Excel®. Column headers are exported to MS Excel® when exporting a report from Synergy.

Reports Manager > Style and Save > Export Report to MS Excel®. The invoice numbers and project numbers that begin with a '0' are now exported to MS Excel®.

Reports Manager > Practice > Invoice Payment Report. New report columns have been added to allow tracking of the payment creation and amendment dates.

Reports > Export Reports to MS Excel®. When exporting reports to MS Excel® the unused cells shown within the MS Excel® sheet will remain in general format.

Reports > Email as PDF. Date format used in the email report as a PDF file function is defined by the Windows Regional Settings.

Reports > Transaction reports. New columns are available: 'Transaction created date' and 'Transaction created by'. This allows you to report on how many days after the timesheet date, that the user entered their timesheet.

Reports > Expense reporting. A new report filter 'Expense Item' has been added. This filter allows reports to be created that display only Cash or Travel expense items.

Document Management

MS Outlook® > File email in Synergy. Email import is supported for project names that end with a space or invalid characters, and also supports email import into a multi office location.

MS Outlook® > File email in Synergy. Emails will not be auto linked to a project if the Project Title found in the email matches to more than one Synergy Project.

MS Outlook® > File email in Synergy. Email subject lines that contain a tab character are now supported by the import process.

MS Outlook® > File email in Synergy. When using MS Office® 2010 (64 bit), emails can be filed using the Synergy Explorer MS Outlook® plug-in without disabling the backspace key in MS Outlook®.

MS Outlook® > File email in Synergy. The Synergy Explorer panel in MS Outlook® now displays how many sent emails are being monitored. Sent emails are monitored in MS Outlook® until the sender and recipient information from the MS Outlook® email is updated into the Synergy document library.

MS Outlook® > File email in Synergy. A new style email wizard is shown in Outlook when you are filing an email to Synergy. New features include being able to copy an email and save it to multiple projects or directory locations, and a new default settings menu has been added which allows the user to setup the wizard defaults. The default settings are used each time in the email wizard is launched in MS Outlook®.

MS Outlook® > File email in Synergy. When filing an email to Synergy, if the directory drop down is left blank the email will be saved to the root folder for the selected project.

System Settings > Links Tab > Outlook Synchronisation. Customise the date format setup to display as the default email 'Save As' format. This default date is used when an email is filed to Synergy from Outlook, within the email file name. Add a customised date to the email file name, by overtyping the existing <email.date> setting with a valid date format.

Office Settings > Library tab > Controlled Documents. A new option to 'test connection' is available. This will check the library network connections are valid, and controlled document folder exists within the specified location.

Administration Tools > Document Templates > Default Folder. The default folder drop down on a document template, is available for use when document management is enabled in Synergy.

Administration Tools > Document Templates > Import/Export Template. Cell alignment which is defined for table cells in a document template, is now retained when the template file is exported. This allows the table alignment settings to be kept after importing the template into another Synergy database instance.

Administration Tools > Document Templates > Copy Template. Template formatting is kept, when copying the template for use by an alternate office location.

Projects > Documents. Double clicking a controlled document will now open the document in view mode (default setting). Controlled documents can also be configured to default to open the folder that the file is saved within upon double click, using the new user setting found on the Library tab.

Projects > Documents. Moving uncontrolled documents into the controlled library, is now supported for project names that end with a space or special characters.

Projects > Documents. Project folders and sub folders are sequenced in alpha numeric order.

Projects > Documents. The reset button removes the previous search criteria from the search panel. Reset will also set project documents list back to the default view, where 'all' project documents are displayed.

Projects > Documents. After restoring a controlled document from the trash area, the document can be edited or exported to the uncontrolled document library.

Projects > Documents. The file size of a controlled document is displayed in KB or MB, within the document properties window.

Projects > Documents. When using roll back to restore a previous version of a controlled document, the restored document will be shown as the current version and use the next available version number.

Projects > Documents. Maximum # of versions for a controlled document is displayed within the document properties window.

Projects > Documents. The keyword search is now not case sensitive, when searching for controlled or uncontrolled project documents.

Projects > Documents. The date is now shown in the version panel of the document properties screen.

Projects > Documents. Imported documents now have the date and time information stored in separate columns. This allows the date column to be used as a filter, to search the list of project documents.

Project > Documents. The date shown for emails imported to the controlled documents library, is the date the email is sent, and for received emails the date the email is received in MS Outlook® is used. The date shown for uncontrolled emails, is the email import date.

Projects > Documents. When importing controlled documents into the project, the default 'browse to' location is the 'My Documents' folder.

Connect

Connect > QuickBooks (Reckon Accounts Premier) > Connect > Sync. Contacts that are sync'd to QuickBooks (Reckon Accounts Premier) can now contain the ’r;&’ symbol.

Connect > MYOB Connect > Interface settings. The Contact Card ID value is sent to MYOB, when the 'Use Contact Card ID' value is checked on the Supplier Expenses tab within the Connect interface settings.

Connect > MYOB Connect > Expenses. When expenses are interfaced to MYOB, the Invoice Number field from the Expenses (Invoices/Bills) function will populate the MYOB Supplier Invoice field.

Connect > MYOB Connect > Supplier expenses settings. When using the 'header only' source option on the supplier expense tab, only the valid segments are available for selection within the Supplier Expense Account table.

Connect > Sync Report > $0 credit notes. Connect reports only lists that a $0 credit note has been skipped once, within the report for first completed sync.

Connect > MYOB Connect > Expense export. The supplier expense export to MYOB for project linked expenses will export the tax code entered on the project (or sub project), and for <office> expenses will export the tax code selected on the expense disbursement line.

Connect > MYOB Connect > Expense export. The staff expenses sync process will export the tax rule entered on the Cash Expenses tab, and Travel Expenses will always be set to use the tax rule 'tax free'.

Connect > MYOB Connect > Sync Preview. The 'value' column in the sync preview screen displays the staff expense as a including tax value.

Contract Administration

Reports > Contract Administration > Contract Outbound Summary Report. The column 'date' has been replaced by the 'response date' column.

Contract Administration > Contract Sum Adjustment tab. The Contract Sum Adjustment now includes the 'details' column in the work items table.

Project > New Contract. The project number field is automatically populated, when creating a new contract from within a project.

Contract Administration > Request for Information tab. 'Recipient' column has been renamed to 'Recipient/Sender'.

Contract Administration > Contract Instructions. The instruction recipient shown in the 'To' field for a new Contract Instruction, defaults to the Contractor specified in the Contacts table on the Contract.

Contract Administration > Notices. The label for the 'Notice' note field on the Contract Notice screen, has been changed to black coloured text to reflect that it is not a mandatory field.

Contract Administration > Request for Information > Outbound RFI. Amendment to the 'Response Required By Date' field is allowed if the Outbound RFI is still at draft status.

Contract Administration > Show Project. Open a Project from the Contract by double clicking the Project Number in Contract List, or by selecting the Open Project icon within a Contract.

Contract Administration > Contract Breakdown Item Number. The contract breakdown item number field has been added to the following areas: Contract Breakdown Performance (Optional column), Contract Variations (Work items table), Contract Sum Adjustments (work items table), and within the Progress Claim breakdown table. The contract breakdown item number is also available in document templates and contract administration reports.

Contract Administration > Practical Completion Date. The practical completion date can be amended by System Administrators, whilst the contract has the status of 'In Progress' assigned.