Version 4.9.0 - What's New

New types of report filters for project financial values

What's new

1. Where - shown when the filter groups Project, Sub Project, or Transactions are available for use. Different types of filters are available for each of these filter groups for the related financial values.
2. Types - filter by values found in the project budget, fees, invoices, chargeable values, costs, or profits.

Why use it - when looking for projects with WIP or residual budget value you can filter your reports to find exactly what you are looking for using the new Financial filters.

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Network company file support and more...

What's new

1. Network Company Files - support added to allow your MYOB company file to be stored on a server in your network.
2. Export Payments - 'invoice date' column added to the export payment preview tab.
3. Cloud company files - better handling for when the connection speed to the MYOB cloud is slow.

Note: Connect is an add-on module. Contact the Synergy Team to find out more.

Why use it - transfer your Synergy invoice or expense data to an MYOB AccountRight Live company file stored in the cloud, network location, or on the local computer. Sync your data using Connect and avoid having to complete double entry in both systems.

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Phases in timesheets and project copy

What's new

1. Time and Expense entry - phase name is shown in the Sub Project drop down list when entering timesheets or expenses in the Synergy desktop application.
2. Project Copy - copy an existing project to create a new job. Project copy will include options to copy the Phases and Sub Projects, and copy the custom sub project tasks and budget items.
3. Security - security added to ensure you cannot delete a phase or sub project if it has been used on an invoice or credit note.

Why use it - when sub projects have the same name, check that you have the correct phase name when entering time or expenses. Quickly create a new project by using Project Copy to duplicate an existing project, and have the new project created with the phase groupings applied, and the resource management items like sub project custom tasks and budget items copied across. Take comfort in knowing there is security in the system to stop you from deleting data that is attached to invoices.

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Complete and Unsuccessful Sub Projects

What's new

1. Style change - the sub project name is shown with strike-out applied when the sub project has a complete or unsuccessful status.

Why use it - easily notice the completed Sub Projects when adjusting the sub project sort order.

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Dates for credit notes and delete invoices

What's new

1. Undo a credit note - enter a date to be applied to the created item when using the Undo Credit Note feature.
2. Delete a cancelled invoice - when an invoice has been cancelled, the System Administrator can delete the invoice and cancel credit item.

Why use it - ensure that your undo credit note has the same date as the credit note, and remove cancelled invoices to stop them from being sent by Connect to your accounting package.

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Hourly rate grouping in fee detail table

What's new

1. Rate standard value not calculated shown - hourly rate sub projects in the fee detail table can display the standard rate value instead of the calculated value (after transaction discounts and surcharges).
2. Grouping - by keeping the rate consistent, there will be less row groupings for the transactions in the fee detail table.

Why use it - ensure the standard rate value is shown on the invoice when transactions have been marked up or down, and stop the client from seeing the discounted rate values used.

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Personnel Position in the Project Contacts tab

What's new

1. Position optional column - view the position from the personnel record by adding this optional column via a right mouse click into the Project Contacts tab.

Why use it - check the position of the project contact to find the right person to call at the company contact.

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Automatic Drawing Numbering

What's new

1. Auto numbering - when the word auto is shown the next available number for the prefix will be assigned to the new drawing row. Override this by typing the required drawing number.
2. Using the Zero number - when typing 0 (zero) as the drawing number it will be assigned to the row if it doesn't already exist in the register for the prefix, or if it does exist then the next available number for the prefix will be assigned.

Why use it - let Synergy automatically assign the next available number in the sequence to your new drawing rows.

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