Synergy 4.6.3 Minor release
Learn what new features were included in the Synergy 4.6.3 release.
4.6.3 is a minor release and the changes are itemised below. If you did not upgrade initially to 4.6.2, please click here to review 100 plus changes made.
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Reports |
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A new report has been added: Owing invoices showing debtor notes. Lists all invoices that are Owing and Overdue - whether there is a note or note. It also means that if an Invoice has more than one Debtor Note attached, the Invoice details will no longer be duplicated on the report. >> Example |
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New merge option is available on all reports. >> Read more |
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Columns have been added to reports for Percent of Project fee type Sub Projects: Total Contract Value and % Claim on Contract. >> Read more |
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Contract Admin |
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Contract summary document template now displays the guarantee amount based on the inclusion of tax. |
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Notes |
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Users can no longer edit the text on a note created by another user. Also, the note is left 'open' so that the text can be highlighted and copied by other users. |
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Document templates |
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Attributes are now available in the list of bookmarks when creating or editing a document template. |
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Timesheets |
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Editing the start and end times of a saved timesheet entry will no longer reset the start time. >> Read more |
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After highlighting a document template, pressing Enter on the keyboard now activates the Create button when generating an invoice as a word document. |
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Generating an invoice as a PDF from all areas now displays the subject line as per System Settings>> read more on Generating Invoice as PDF |
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An error will no longer occur when the date attribute filters 'IS SET' OR 'IS NOT SET' have been applied to a report. |
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Forward dated invoices no longer appear on Reports or Aged Debtor alerts. |
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If a user attempts to close Synergy mid way through adding a timesheet, a message will prompt they need to save the timesheet first. |
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Aged Debtor Alert and Aged Debtor Graph plugin period terms are now consistent, both are now displayed as 0-30 days >> read more on customising My Synergy |
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Project Team members assigned to 'All' Sub Projects are now displayed within the Sub Project as a list, for display purposes only. If a member's access needs to be changed, this would be done at the Project level >> read more on Project Teams |
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Maintenance to speed up the Notes module has been carried out, this will ensure the module won't take as long to launch >> read more on Notes |
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Upon receiving a Reminder for a Debtor Note, you can now open the invoice from the Reminder. There is a link 'Open Invoice' that can be used to open the Synergy Invoice >> read more on Debtor Notes |
Tip: Missed what happened before the 4.6.3 upgrade? No problem click here to view previous release notes
Looking for more help? Try reviewing the following topics: View Topics
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