Versions 4.8.0 and 4.8.2 - Minor changes

Projects > Forecast. The residual forecast value for a sub project includes the value of any credit notes that exist.

Projects > Forecast. The full residual forecast value with up to two decimal places can be forecast. Rounding issues upon save no longer occur.

Projects > Project Plan > Work Breakdown Tab. Expand a Sub Project to view the linked tasks on the work breakdown tab, and the expand group remains shown when toggle back and forth to other Project Plan tabs.

Sub Project Templates > Tasks. Define which custom or default tasks are included as part of each Sub Project template. Tasks entered into the template can be used to create the Sub Project Budget template.

QuickBooks (Reckon Accounts Premier) Connect. Installation of Synergy .includes the QuickBooks (Reckon Accounts Premier) DLL file to ensure that invoice sync to QuickBooks (Reckon Accounts Premier) Connect can be completed.

SQL 2005. Upgrading to the latest version of Synergy is supported when SQL 2005 is installed on the Synergy database server.

Synergy Cloud Services. Sync your Synergy database to the cloud, and use the new Synergy Cloud application to enter time and expenses, and look-up Projects and Contacts.

Synergy Help. Press F1 to launch Synergy Help in your default web browser, to view the new look and feel and use the improved search functionality.

My Synergy Tabs. Customise your My Synergy dashboard, by configuring multiple tabs of plugin's to be displayed. Use My Synergy Profiles (via Administration Tools) to configure how each of the tabs should be displayed for all new staff members. 

Save a default list view. Store the default list view for Projects List, Contacts List, Personnel List, and Invoice Maintenance List. Customise your list to start with the filter you have selected. Choose the filter in the list then right mouse click and select 'Set this view as default' to use this filter each time that the list is opened. This allows you to set any list filter as your default list filter, including the search filter option.

Project Manager Aged WIP plugin. View a pie chart displaying the Aged WIP for projects that you manage, by adding this plugin to your My Synergy Dashboard.

Management Report plugin's. New plugin's for the My Synergy dashboard are available for each of the following Management Reports: Forward Loading, Revenue per Utilised Hour, Utilised Hours, Project Profit, Revenue per Staff, Costs and Revenue, and Project Win Loss.

My Schedule plugin. See what tasks and projects have been allocated for you to complete today, by adding the 'My Schedule' plugin to your My Synergy dashboard. This plugin can be added by all access levels, and defaults to display the tasks the staff member needs to complete this week.

Timesheet Approvals. System Administrators can access the 'Approvals' function, and use the 'all staff' filter to approve timesheet entries.

My Synergy > Notes. The comments added to notes by other users are now easier to read. Click into the comment field and the first few rows of the comment are shown to review. Hover the mouse over the comment field and you can view all of the note text in a hover pop-up box.

Timesheet Activities renamed to Tasks. The field 'timesheet activity' has been renamed to 'task' in the 4.8 release, as part of the changes for Resource and Capacity Planning. The word task is now shown in all areas where timesheet activities used to be listed.

Contacts > Contact Account Manager. Define which internal staff member is the account manager for each contact. The 'Contact Account Manager' field is available on reports and document templates. 

Projects > Resource Management > Planning Board. Use the new 'Planning Board' to schedule when project tasks will be completed. Change the views to show the planned projects with the Sub Project, Rate, Staff or Task details listed. Using the new colour defaults it's easy to quickly see each Sub Project, Rates, Staff, and Tasks.

Projects > Project Plan > Sub Projects. The Sub Projects tab has moved to be within the new 'Project Plan' tab. This move has occurred as part of the changes to implement the new Resource and Capacity Planning feature. Assign colours to your Sub Projects, for use in Resource and Capacity Planning reporting.

Projects > Project Plan > Work Breakdown. Define the tasks that will be completed for each sub project. Define the Budget for each Sub Project, and Rate. Set extra budgets for Tasks, and Staff member (optional). View the Budget values against the Actual values, using the views 'Summary' and 'Detailed'.

Projects > Project Plan > Schedule. Drag and drop the Sub Projects and tasks onto the timeline, to plan when they will be completed. Toggle between the Sub Project, Rate, Staff and Task views of the Project Schedule, and adjust if you are viewing the schedule for a day, week or month at a time.

Project > Sub Projects > Client Reference Number. Enter a client reference number against each Sub Project. Also add this as an optional column in Sub Project List, an additional column within Synergy Reports, and add to Invoice document templates within the fee table.

Projects > Project Plan > Sub Projects > Phases. Sub Projects which are custom sorted within a Phase, are also shown in the same order within all Project tabs and Synergy reports.

Projects > Project Plan > Sub Projects > Tasks. Limit what tasks are available for entering budgets and for staff to use on their timesheets.

Projects > Budgets> Allocate to a task. When setting up the Project and Sub Project budgets, you can now list what task the budget relates to.

Projects > Budgets > Create a Lump Sum Budget. Quickly setup Sub Project budgets by entering a Lump Sum Value.

Projects > Budgets > Allocate to a staff member. When setting up a Project and Sub Project budget you can now select which Staff Member will complete the sub project work or define who will complete each task.

Projects > Budgets > MS Excel® Export. When exporting the project budget to MS Excel®, the Sub Project and Rate columns are included. 

Projects > Time and Expenses > WIP Write Off. Select a WIP Write Off Reason, and type a comment to describe why the WIP Write Off has been performed. These fields can be made optional or mandatory for entry for all users. Add these columns to Synergy reports.

Projects > Forecast. Forecast Maintenance has been re-designed to allow the forecast to be over a period greater than 12 months. Lock the planned forecast revenue value as the baseline. Compare the baseline forecast values against changes to the forecast values after the project work commences. Add extra columns to Synergy reports to display 12+ months of forecast values.

Projects > General Tab > Enter the Project Co-ordinates. Use the new 'Latitude' and 'Longitude' fields to enter the co-ordinates of where the project is located.

Projects >Project Copy. Create a new project by copying an existing project. Choose if you copy the general project details along with the Sub Projects, Contacts, and Team details to the new Project.

Project List > Show on a map. Select to view one or multiple projects on a map, using the icon in Project List. This will open the selected project(s) in Synergy Cloud Services using Google Maps Integration.

Projects > Invoices tab > Export to MS Excel®. All columns shown in the list will be exported to MS Excel®, when this option is selected on the Project Invoices tab.

Projects > Sub Projects > Budget Tab. The feature to copy the budget from another sub project, now includes the ability to copy the budget tasks, staff, and lump sum values.

Projects > Earned Valuations > Export to MS Excel®. The Fee column shows the value from the Earned Valuation tab, when exporting data from Synergy to MS Excel®.

Projects > Invoicing > Revenue Recognition. Revenue recognition calculation has been expanded to use 10 decimal places, to avoid transactions showing with rounded-off transaction values.

Projects > Expenses (Invoice/Bills) > Negative Disbursement Values. If a negative value is entered as a disbursement item for a Sub Project, the value is shown as a negative value on the Project > Time and Expenses tab.

File emails to the Synergy Document Library. When saving an email from MS Outlook®, a pop-up message is shown to confirm that the email has been saved. If saving multiple emails to Synergy, a pop-up message is shown with a count of how many emails or attachments have been saved.

Attributes. Mark an attribute as a mandatory field, to ensure that this data is completed on a Project, Sub Project, Contact, Personnel, Staff record, or Contract. Once setup, this apply to all new and existing projects.

Reason Codes. Define a list of reason codes to use within the Project WIP write-off function.

System Settings > Time and Expenses > Mandatory Reason Codes. Determine if reason codes will be a mandatory or optional field for all WIP write-off's.

Benchmarking with Deloitte Profit Enhancement Tool (PET) Interface. The Synergy PET interface uses Connect to send your accounts data (from MYOB) and Synergy Management Reporting data to a secure location in the cloud. The Deloitte PET tool can then access this data to provide a benchmarking tool to your business.

Reports > Management Reports. New reporting tool has been added called 'Management Reports'. This shows a graph view of the reporting data, and allows you to change the filters and have the graph automatically update. New reports added are the 'Forward Loading', 'Revenue per Utilised Hour', 'Utilised Hours', 'Project Profit', 'Revenue per Staff', 'Costs and Revenue', and 'Project Win Loss' Reports. Export the graph view as an image, or the report data to MS Excel®.

Reports > Style and Save > Report Format > MS Excel® (Using Template). Use the report format 'Excel (Using Template)' to create a report template with all the default formatting you require in the MS Excel® output. The formatting will be kept for each report you export using the template, and the data is updated within the selected MS Excel® sheet and column range.

Administration Tools > Email Templates. Design email templates to be populated with information drawn from Contacts, Invoices, Personnel, Projects and Staff. Add colours, images, font formatting, and Synergy bookmarks to auto populate the email content. Email templates can be selected for sending emails from Projects, Project Invoices, Contacts, Personnel, and Staff Lists.

Reports > Filter and Columns tabs > Remove Eraser. An eraser icon is shown on each row within the reports column and filter tabs. Click on the eraser icon to remove the selected filter, or column when customising a Synergy report.

Reports > Notes > Note Text Contains. Use the note text 'Contains' filter option, to run a report to display all notes that include a certain string of text in the Synergy database. This can make finding all the notes relevant to a certain project task much easier to locate.

MYOB Connect > Version 19.7. The latest MYOB version number 19.7 is available in the Connect settings > Export Settings > Version drop down list. When using version 19.7 of MYOB, please update your connect settings, and download the latest MYOB ODBC driver patch available for version 19.7.

Contract Administration > Contacts > New Contact and Sync to MS Outlook®. New buttons have been added to the Contacts table to allow you to create a 'New Contact', and 'Sync to Outlook' to send contact details from the Contract to MS Outlook®.