New 
Enhancement 
Maintenance Synergy 4.9.3 Minor Release
Learn what maintenance work has been completed as part of the Synergy 4.9.3 release.
New Enhancement
Maintenance
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Projects > Phases. When a proposal project is deleted that has project phases, all other Synergy projects will keep their current phase groupings. Proposal status projects may require to be deleted if they were created in error. |
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Reckon Accounts Connect (Quickbooks) > Staff expenses. The Synergy staff expenses (cash and travel) approved by the manager are the only items sent to Reckon when the setting ‘Approved Expenses only’ is applied. The Connect sync will exclude any declined or non-approved status expenses when this filter is used. |
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Synergy Upgrade > Database. The Synergy upgrade process has been made more robust, and now can better handle invalid existing data found during the database upgrade process. |
Synergy 4.9.2 Minor Release
Learn what maintenance work has been completed as part of the Synergy 4.9.2 release.
New Enhancement
Maintenance
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Project > Sub Project Status. Change the sub project status and the initial default is the project level status. After clicking the save button, the sub projects selected are cleared. This allows you to more easily choose different sub projects and update those to a different statuses. |
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Project > Sorting Phases and Sub Projects. Filters have been added to the sub project sorting window. The default filter applied is 'Proposal and Active' which will only show you sub project with these status. Use the 'All' filter if you want to see any sub projects with another status option in this sorting window. |
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Project > Budgets tab. Filters have been added to the Project Budgets tab which allow you to filter the budget lines on the sub project status. Try using the 'Proposal and Active' filter when viewing Budget Actuals, and you will only see the budget lines that should still be worked upon by the team. |
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Project > Specific Rates. Add the optional column 'specific rates' to either your Project List or the Sub Projects tab. This lets you check at a glance where special rate pricing has been entered. In addition in the Rates tab, check the 'source' column against each rate and see which rate group will be applied by default, and if specific rates exist for the project or sub project(s). |
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Project > Synergy Documents. The document output file created by the Synergy template is saved to the users local PC to their My Documents\Synergy Documents folder by default. The user can select an alternate location when creating the document if required, or the System Administrator can choose a different default location to save to in the document template. |
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Project > Draft Invoice Documents. Draft invoice documents are saved to the Synergy\Invoices folder by default when an invoice number has been assigned to the draft invoice. If no invoice number has been defined then the draft invoice document will save to the users My Documents\Synergy Documents\Draft Invoices folder. |
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Project Audit > Invoice Audit. New tracking added to the Project Audit to include the following items: draft invoice creation, assigning draft invoice numbers, changing draft invoice numbers, finalising an invoice, deleting a draft invoice, credit note creation, and when an invoice is cancelled. |
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Project > Invoice Documents. When the draft invoice document is being saved to the Synergy\Invoices folder a version history is retained. Each time the draft invoice file is re-built, the existing file is kept as the previous file version, which allows you to go back and double check any previous changes to the draft invoice. |
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Project > Invoice Documents. A pop-up is shown asking if you want to re-create the invoice document if a file already exists in the Synergy\Invoices folder. This pop-up is shown when you select to re-printing a draft invoice document, or when selecting to finalise the invoice. |
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Project > Time and expenses. Add the optional column 'overtime rate' to the time and expenses tab of the project to easily view which overtime rate was applied to the transaction. |
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Projects > Expenses (Invoices/Bills). A warning message is shown if you enter a new supplier expense record where the 'supplier invoice number' entered matches an existing record. This warning is shown to let the user know that duplicate supplier invoice number records will not be sent via Connect to your accounting package. |
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Project > WIP Transfer. The ability to use WIP transfer for transactions from a 'No Billing' fee type sub project across to an 'Hourly Rate' based sub project is supported. |
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Project > Delete a Project. The process of deleting a proposal project can be completed without error. |
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Project > Draft Invoice Numbers. If the system setting to 'allow custom invoice numbers' is switched off, then the allocate draft invoice number feature can now be used. |
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Transmittal Create > Contacts. When creating a new transmittal only 'active' project contacts can be included. Contacts marked as 'inactive' on the project contacts tab are not available for use with new transmittals, but they will still be shown on previously created transmittals. |
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Project > Phases and Sorting. Additional protection has been included to ensure that Sub Projects retain their link to their phase group, and cannot be deleted if linked to an invoice. |
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Contact > Invoice Terms. Define the default number of invoice payment days for each contact. Add the new 'invoice terms' optional column to the contact list to check which records have invoice terms defined. Invoice terms on a contact set the default terms on an invoice only, they can be changed on the invoice if required. |
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Practice > Invoice and Cost Reporting. Customised Invoice and Cost reports can now be run and exported to MS Excel®. |
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Transaction Reports > Overtime Rate Factors. Add the columns 'transaction overtime cost' and 'transaction overtime charge' to your reports to view the factor for the transactions overtime rate. |
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Contract Settings > Contract Security. Changes to the contract security options are retained after your close and re-open the window for all draft contracts. |
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Xero Connect > Skip lines in Preview. Extra buttons have been added to the sync preview window to allow you to 'Skip all' lines in each tab. An extra button has been added to the skipped items window to allow you to 'add all' items from each tab. |
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MYOB AccountRight Live Connect > Support for 2015.2 and 2015.3 added. Synergy Connect supports the 2015.2 and 2015.3 releases of MYOB AccountRight Live. |
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MYOB AccountRight Live Connect >Preview the Sync. The speed to load or refresh the Preview the Sync window has been enhanced. This should take approx 1 minute to load the preview window, and allows you to refresh the preview with the improved speed to recheck the lines after changing any details. |
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MYOB AccountRight Live Connect > Skip lines in Preview. Extra buttons have been added to the sync preview window to allow you to 'Skip all' lines in each tab. An extra button has been added to the skipped items window to allow you to 'add all' items from each tab. |
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MYOB AccountRight Live Connect > Preview warnings. Extra warnings are now shown if the lock date is set in the MYOB company file, or if the financial year has been locked. In both of these cases the lock/financial year date blocks Synergy from being able to send any further data due to MYOB settings, and a warning about this is shown in the preview screen. |
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MYOB AccountRight Live Connect > Contacts Preview. Warnings are shown in the connect preview window for Contacts if the ABN number entered in Synergy is not in the format supported by MYOB. i.e. If this is not entered as 11 digits then MYOB cannot accept the ABN number via the MYOB API used by Synergy Connect. |
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MYOB AccountRight Live Connect > Contact Cards. When matching contact cards using Card ID's is Off, the process of matching on contact names between Synergy and MYOB has been enhanced to ensure that when matching on only 'contact name' that duplicate records are not created. |
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MYOB AccountRight Live Connect > Individual Contacts. The sync preview has had a warning message added for individual type contacts. If the individual contact was created in Synergy with only a last name (first name blank) then a warning is shown on the Contacts tab when previewing the sync. |
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MYOB AccountRight Live Connect > Supplier Expenses. Supplier expenses can be successfully sync'd to MYOB when mapping for MYOB Account Codes is setup to use Synergy 'Expense types'. |
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MYOB AccountRight Live Connect > Import invoice payments. Extra protection has been added to ensure that duplicate payments cannot be imported from a cloud MYOB file to Synergy with the new MYOB releases 2015.2 or 2015.3. |
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MYOB Classic V19 Connect (AUS) > Support for V 19.10 and V19.11. The MYOB Connect 'Export Settings' version list now includes options for V19.10, and V19.11. Update your MYOB Connect settings to match your currently installed version of MYOB Classic for Australia. |
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MYOB Classic V19 Connect > Supplier Expenses. Support added to allow the V10 MYOB ODBC driver to sync supplier expenses to a previous version of MYOB (V19.6). |
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MYOB Classic V19 Connect > Multiple company file support. Synergy connect has been enhanced to allow connect to send data to multiple company files, without having to close and re-open MYOB or Synergy. This change relates to updates to connect for the MYOB ODBC. |
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MYOB Classic V19 Connect > Import Payments. When importing invoice payments from MYOB to Synergy, the office filter IS rule that is applied to invoices is also applied to payments. This ensures that if you have multi office setup in Synergy, and multi office MYOB Connect, and at least 2 of the Connect Settings are pointed at the one company file, that a connect run cannot import payments from another office location. |
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Reckon Accounts (QuickBooks) Connect > Support for Reckon Accounts 2014 and 2015. The Quickbooks Connect 'Export Settings' have been updated to include options for Reckon Accounts versions 2014 and 2015. Update the connect settings to match your currently installed version of Reckon/QuickBooks. |
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Data Import > Invoice Import. When 'specific rates' have been set as active on a sub project, a change allows the import to ignore that flag and import the invoice transaction data from a previous system even if the rate is not set as specific on the sub project. |
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Data Import > Invoice Import. The import process has been made easier for invoices lines held against sub projects with a 'capped rate' fee type applied. |
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Data Import > Contacts and Personnel. Import of the contact 'account manager' is supported using an additional column in the import sheet. The 'person' column in the import sheet has been renamed to 'individual' to match what type of data is really imported. If no postal address is shown on the contact, then copy the street address to the postal address. |
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Data Import > Sub Projects. The import of sub projects now allows the import of 'no billing' fee types, and corrections have been included for importing fee types with the 'capped rates' or 'percent of project' fee types applied. The sub projects and project invoices sheets now allow the import of expense types. |
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Invoice Terms > Custom invoice terms. New feature available to create custom invoice terms. Use the created invoice terms to assign the default number of invoice payment days required against each contact, and to make the term available for use when creating invoices. |
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Overtime Rates > Charge and Cost Factors. Overtime rates let you define a separate cost and charge factor. This allows you to define that overtime for salary staff is charged out at double time, but had not additional costs added to the project for this work. Any existing overtime rates will have their 'cost factor' set to 1 by default. If you require an existing overtime rate to use a different cost factor, then make the existing overtime rate inactive and create a new record with the same name. |
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System Requirements. The Synergy system requirements have been updated to add support for MYOB AccountRight Live 2015.2, MYOB AccountRight V19.11, QuickBooks (Reckon Accounts Premier) 2015, and SQL 2012 SP1 & SP2. Support has been discontinued for using Office 2007 to create Synergy documents, PDF's, or reports. |
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Document Templates > Colours in Synergy tables. Customise the font size, font colour, or background colour of each cell in a Synergy document table in DOCX format templates. (Not supported in DOT templates) I.e. colour the header row in a table, and increase the font size to ensure that this stands out in the document output. |
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Document Templates > DOCX Invoice Templates. Line spacing is included in the created invoice document, when the bookmarks 'invoice note' or 'invoice address' are added using the DOCX template type. This matches the previous line spacing included in the DOT templates. |
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System Settings > General tab. The setting for document templates has been added to allow the 'use of fast docx templates'. This is enabled by default, and MS Word® 2010 or higher is required. If using MS Word® 2007 or prior then disable this setting. |
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Document Templates > PDF output supports to use of WORD TOC in DOCX. Support has been added to use the MS Word® automatic table of contents (TOC) to populate the sections numbers. The table of contents will show correctly in the output format of PDF, when the Synergy template has been created in the DOCX template format. |
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Document Templates > Bookmarks in the Word document. Support added for Synergy Bookmarks to be placed at the very top of document body in Word DOCX document templates. |
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Document Templates > Convert to DOCX format. Improvements made to the convert to DOCX format to allow this to work with Word 2010 and 2013, when installed on either Windows 7 or Windows 8. Note: Office 2007 (and prior) and Windows XP (or prior) are not supported for use with the current version of Synergy. |
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Document Templates > Proposal Templates. When DOCX proposal templates are being used, any line returns (enter) used in Synergy's fields will also be shown in the document output. I.e. line spacing setup with the enter key in project scope of work, sub project note etc will be shown with the same line spacing in the Word output. |
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Document Templates > Missing Custom Tables. After converting invoice templates to DOCX format, any custom invoice tables added to the template are retained. |
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Document Templates > Table Borders. When setting up a borders in a Synergy table for a DOCX template, the borders are applied correctly in the created document output. I.e. border applied as an underline to the header row only in the Synergy table is also shown in the Word output. |
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Document Templates > Synergy Tables. When Synergy tables are added to document templates, the font and size selected in the word template file will be applied to the document output. The font/size is taken from the Word document, unless the font has been specified in the Synergy document table. |
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Document Templates > Sub Project documents. Creating a sub project document from within an open project is supported. It is no longer required to open the Sub Project to create the document output. |
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