Version 4.7.4 - What's new in this release

Enter tax rates and expense total values including or excluding tax

What is new? The cash expenses screen now includes the new columns:  

1. 'Tax' - Select which tax rate is to be used for each cash expense item. 
2. 'Total excluding tax' - Enter the expense value excluding the tax.

Why use it? Easier cash expenses entry with both 'Total including tax' and 'Total excluding tax' options available. Use the tax rate column to mark an expense as 'tax free' or 'tax applicable'. 

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Submit your Timesheets using a new icon

What is new? Timesheet entry now includes two new icons:  

1. 'Submit Timesheet' - Submit Day and Submit Week icons replace the timesheet 'Complete' tick box.
2. 'Undo Submit Timesheet' - Unlock Day and Unlock Week icons open the entries to allow further editing.

Why use it? Submit the timesheet to include the entries in WIP. When timesheet approvals are not used, the timesheet submit action can be an automatic process. When using timesheet approvals, the user will submit the timesheet to send the entries to their manager for approval. 

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Add expense disbursement notes to display on project invoices

What is new? The expense disbursement tab now includes the new columns:  

1. 'Note' - Enter a note to describe the reason for the project expense.
2. 'Tax Rule' - Select the tax rate for <office> project items. For Project expenses this column is read only, and the tax rate from the Sub Project is shown.

Why use it? Notes entered on disbursement lines can be shown on project invoices to the clients, and the note details can be amended within the Project invoice wizard. The tax rate selected on the disbursement line is used by the Connect interface to MYOB AccountRight or QuickBooks (Reckon Accounts Premier). 

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Do you monitor the Sub Project 'Budget %' complete value?

What is new? The 'Budget Residual $' is now an optional column, and is available in the following locations:  

1. Project > Financial Summary tab
2. Project > Profitability tab
3. Project List

Why use it? This new colour coded column lets you see at a glance when the charged $ value is greater than the Sub Project budget. Use the column in Project List to also see if the total project charged $ value is greater than the total project budget. The cells within the column are shown in Yellow when 80% of budget value is reached, Orange when 90%, and in Red when 100%+. 

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Save an email to multiple projects

What is new? File an email to Synergy from MS Outlook® and a new style email wizard is shown. The email wizard includes all the previous functionality plus some new features such as: 

1. Copy an email - Use this to save the email to multiple projects or directory locations.
2. Email Wizard Default Settings - Use the new default settings menu to define what default settings are to be applied each time your MS Outlook® email wizard is launched.

Why use it? Save time using the email wizard defaults to have the same settings applied each time you use the email wizard. Use the copy email feature to save an email that relates to several clients, to multiple projects within the one email wizard. 

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Store multiple versions of an email

What is new? Create a new version of an email in Synergy, when filing an email using the MS Outlook® plug-in, and selecting the 'Overwrite emails or attachments' buttons. A new version of the file is now created when the email being filed has the same file name as an existing controlled project document.  

Why use it? Store the email history for projects in Synergy, and track the version changes within other email attachments.

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Open controlled documents in view mode

What is new? A new option on the Library tab within User Settings has been added. Setup your default double click action for controlled documents to be either:

• Open controlled documents in view mode.

• Or to open Windows Explorer to the locally stored copy of the controlled document.

Why use it? Double click to view controlled documents method provides faster access to open documents.  

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Use the filter to display Active or Inactive Notes

What is new? The new features added to the Notes module are:  

1. 'Active' check box - Uncheck the 'Active' box to mark as note completed (inactive).
2. Filter options - Notes list has filter options to restrict the list, to show Active only, Inactive only, or All Notes. These filters are available in toolbar on any Notes tab.

Why use it? Mark a note as inactive to show that the task is complete. Inactive notes are by filtered out of all the Notes list or tabs by default. Use the Notes filter to switch between viewing Active or Inactive Notes. 

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