Version 4.9.2 and 4.9.3 - What's New

New versions supported and more...

What's new

1. MYOB AccountRight Live 2015.2 and 2015.3 Support - Connect supports the updated API interface in the 2015.2 and 2015.3 versions of MYOB AccountRight Live.
2. Preview the sync - improvements to make the Connect preview window load faster. New buttons for Skip All and Add All records have been added to each tab in the Connect preview, to make it easier to only send invoices or expenses.
3. Contact Cards - warnings added to the preview window to show if the Contact has the ABN Number entered in an incorrect format, or if an 'Individual' type contact is missing an entry in the 'First Name' field.
4. Contact Cards - the mechanism to match contact names has been enhanced to ensure duplicate records are not created when matching on Card ID numbers is off.
5. Supplier expenses - mapping 'expense type' is supported with the latest MYOB version.
6. Lock Date - if the lock period has been set, warnings are shown in the preview window and data can't be sent to MYOB. In addition, if the financial year is locked, a warning is shown that the data cannot be sent.

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

Why use it - transfer your Synergy data to the latest MYOB AccountRight Live release. Better warnings in the preview window let you update details in Synergy before running the sync to MYOB using Connect.

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V19.11 is supported

What's new

1. MYOB 19.11 support - support added for MYOB Version 19.11 (Classic) for MYOB Australia. Update Connect settings (Connect > General > Export Settings) after you have installed this MYOB version.
2. Multi Office and Multi MYOB files - enhanced interface to apply the invoice export filters to the payments being imported. Improved the performance of running Connect to multiple MYOB company files in a single Synergy session.

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 the latest MYOB V19 release. Sync your data using Connect and avoid double entry.

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Skip lines from being sync'd

What's new

1. Preview the Sync - new buttons added to each tab in the preview to Skip All or Add All records. This makes it easier to choose not to send all expenses or invoices in a sync.

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

Why use it - easily skip or add all lines shown in a preview tab to better control which invoices, expenses, or payments are sent in the sync.

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2015 version is supported

What's new

1. Reckon 2014 and 2015 - support added for Reckon 2014 and 2015 updates for Australia. Update Connect settings (Settings > General > Export Settings) after you have installed this Reckon version.

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

Why use it - transfer your Synergy data to the latest Reckon Accounts versions from Synergy and avoid double entry.

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Overtime cost and charge-out settings

What's new

1. Cost and Charge Factors - use new separate fields to define a markup factor for the cost and charge-out value for overtime. I.e. the overtime rate 'Salaried Overtime (unpaid)' can have a charge-out factor of 1.0 applied, and a cost of 0.0.
2. Duplicate factors - multiple overtime rates can be created with the same cost or charge factor applied. I.e. create two overtime rates with a charge-out factor of 1.0 for Time in Lieu, and Salaried Overtime.

Why use it - reflect the true cost of staff working extra hours as overtime by adding a cost factor. Create multiple overtime rates to report on each overtime type separately.

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Invoice Terms

What's new

1. Default Invoice Term - choose a number of days to be the contacts 'invoice terms'. The invoice terms will default onto each new invoice for that contact to create an invoice due date. The invoice terms can be changed on the draft invoice as normal if required.
2. Optional column - add the 'invoice terms' column to the contact list to check on which contacts have invoice terms defined.
3. Custom Invoice Terms - a new default data feature is available called 'invoice terms' to allow you to create your own custom invoice payment terms. I.e. 1 day, 7 days, 30 days, 45 days etc.

Why use it - set up Synergy contact records with default invoice payment terms i.e. 30, 60, 90 days etc. Create your own custom invoice terms to be assigned to Synergy contacts.

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Colours in tables and default 'save-as'

What's new

1. Colours in Synergy document 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)
2. My Documents 'save-as' - any Synergy documents created with DOCX templates are automatically saved to your My Documents\Synergy Documents folder if no alternate save-as location is defined when creating the Synergy document.
3. DOCX templates - improved support for advanced customisations in Word documents such as complex table borders, paragraph or spacing, TOC, document styles or fonts.
4. Office Supported versions - supported versions for use with Synergy has been changed to Office 2010 or higher. We no longer support Synergy for use with Office 2007 or 2003, as those products do not include support for DOCX and XLSX file formats. Synergy system requirements

Why use it - create your Synergy MS Word® documents faster using the new DOCX document templates format. Add colours to your Synergy tables in document templates, so your team have less editing changes required in the created document output (i.e. fee detail table in invoices or proposals).

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Draft invoice documents (DOCX and DOT templates)

What's new

1. Draft Invoice Numbers - click on the blue text 'Invoice #' to assign a number to a draft invoice.
2. Draft Invoice Documents - draft invoice documents are automatically saved to the Synergy\Invoices folder when an invoice number has been assigned. When no invoice number is assigned the file is saved to your My Documents\Synergy Documents folder.
3. Draft invoice revisions - when an invoice number has been assigned and the user chooses to re-create the draft invoice document, the previous draft invoice document version is kept in the Synergy\Invoices folder. This allows you to review the previous version of the draft invoice documents if required.
4. Re-create the draft invoice - a prompt is shown when the invoice is finalised or re-printed in draft mode, to allow the user to choose between re-creating the draft invoice document or keep the existing invoice document version.

Why use it - create a draft invoice document with the invoice number assigned for internal approval by your finance department. Track the changes made to invoice documents by checking earlier versions of the file stored in the centralised Synergy\Invoices folder.

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Making managing projects easier

What's new

1. Specific Rates - use the optional column in Project List or the Sub Projects tab to find which areas have specific rates entered as discounts or surcharges.
2. Budget Filters - filter the Budgets tab to only show Proposal or Active status Sub Projects.
3. Sorting - filters the sorting window for phases and sub projects based on the sub project status. This lets you easily hide the completed sub projects.
4. Status Changes - easier sub project changes, with the checkmarks cleared after each saved change.
5. Invoice Audit - the Project Audit tracks when each invoice is created as a draft, draft deleted, invoice finalised, invoice credits added, when the invoice is cancelled, and tracking for draft invoice number amendments.

Why use it - locate the projects/sub projects with specific rates easily, hide sub projects that are completed in the sorting screen and budget tab, and check who changed an invoice in the project audit.

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Time and Expenses features

What's new

1. Timesheet Leaderboard - track which staff are entering their Synergy timesheets on-time. The highest ranking is given when staff enter their timesheets on the same date that the work was entered against.
2. Direct Reports - view the timesheets entered by staff members that report to you in Synergy. A new weekly report is available which lets you review the details on-screen, or save the report as a PDF file.
3. Submit Week - when using timesheet approvals, use the new 'submit week' button to send the entire highlighted week to your manager for approval.

Why use it - see which staff are entering their timesheets on-time with the Leaderboard, and view what your staff have entered for each week in the new Direct Reports weekly view timesheet report.

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