Version 4.7.1 - What's new in this release

Synergy 4.7.1 Minor release

Learn what new features were included in the Synergy 4.7.1 release.

View a complete list of changes in this Synergy release

MYOB & QUICKBOOKS UPGRADE NOW AVAILABLE

Already Upgraded

If you've already upgraded your accounting system, edit the Sync settings to nominate your current version of MYOB or QuickBooks (Reckon Accounts Premier):

> MYOB Connect

> MYOB Export

> QuickBooks (Reckon Accounts Premier) Connect

> QuickBooks (Reckon Accounts Premier) Export

Not Upgraded

If you've not yet upgraded MYOB or QuickBooks (Reckon Accounts Premier), work through a list of instructions to successfully upgrade your accounting system, which will also take you through editing the Sync settings:

>Upgrade MYOB for Synergy Connect

>Upgrade QuickBooks (Reckon Accounts Premier) for QuickBooks (Reckon Accounts Premier) Connect

USE CONSTRUCTION COSTS TO CALCULATE YOUR PROJECT FEES

Need to show Construction Costs on Invoices, Proposals or Reports?

What is it? Projects now allow the entry of the Total Construction Cost Value, Construction Variations Value, and Construction Fee % and can then be split against one or more Sub Projects to calculate the fee.

New Bookmarks are available that can be added to Invoice and Proposal Document Templates, and new columns are available within Synergy Reports.

Switch this feature on in System Settings.

Why use it? If the amount you are billing the client is based on a Construction Fee % or the Total Construction Cost.
This will allow you to add the Construction Cost details to Invoice Document Templates, Proposal Document Templates, and within Synergy Reports.

TIMESHEET LOCK

Are you one of the 40 clients that asked for this feature?

Want to restrict staff from entering time after a set date?

What is it? You can now pop into System Settings and set a lock date which will prevent all users from entering or editing timesheets or expenses on and before the date nominated.

Why use it? Alot of clients like to use the Approvals to prevent timesheets or expenses being edited, particularly if overtime has been paid. However Approvals adds a whole level of complexity to a fairly simple requirement - our clients really just want to get all the transactions in and then put on a lock date to prevent edits and new entries.

Define which Access Levels can use each Document Template

What is it? The Document Templates now allow you to list which access levels can use each Document Template.

Why use it? Greater security of Document Templates available as it is now controlled by your Synergy access level.

Save and file type options in the Document Wizard and Document Templates

What is it? The Document creation wizard now allows you to select if the created document is saved to the Document Library in the Controlled/Uncontrolled area or Opened for Preview, and if the document is created in PDF or Word format.

These Save and File Type Options automatically populate from the new Document Template default settings.

Why use it? Save and File Type Document Template defaults mean less mouse clicks for the users, as your most common settings are shown automatically. Easier access within the Document Wizard to create PDF OR MS Word® files, and adding newly created Documents to the Document Library.

Set PDF as the default report layout

What is it? You can now publish a report in PDF format before the preview window is open.

Why use it? This is a requirement for Web Timesheet users to enable printing of timesheets. It's also handy for any reports that you would want to save automatically as a PDF.

	Right click, voile!
	Projects	- Budget % (colour coded red if > 100%)
	Project Profitability	- Budget % (colour coded red if > 100%) - Invoice Markup (Green for marked up, Red for marked down)
	Project Time and Expenses	- Invoice Markup (Green for marked up, Red for marked down)
	Invoice Maintenance	- Invoice Contact Name, Email, Phone, Mobile - Project Name, Manager, Email, Phone, Mobile - Aged Debtor status for both invoice and due date with colour coding
	Project Invoices	- Invoice Contact Name, Email, Phone, Mobile - Aged Debtor status for both invoice and due date with colour coding

BUDGETS

Copy budget

What is it? Copy a budget from one Project/Sub Project to another. You can then make changes to the budget once copied.

Why use it? You may create a number of similar sub projects and therefore use the same budget across the whole lot.

Want to learn more?

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