What's New in 4.9.7 to 4.9.10

Changes to Xero interface supported

What's new

1. Xero Connect - The Synergy interface to Xero has been updated to support Xero's latest release. Read more about the Xero interface changes here.

Why use it -IMPORTANT: Install this release today to keep using Xero Connect. You need to upgrade to this release of Synergy in order to make a connection with Xero to continue to sync your Synergy data.

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Changes to MYOB interface supported

What's new

1. MYOB AccountRight Live - Synergy API interface updated to support the latest MYOB security changes (TLS 1.2 updates). Read more about these MYOB interface changes here.

Why use it -IMPORTANT: Install this release before 30 September 2018 to keep using MYOB AccountRight Live Connect. After this date the previous MYOB API interface will no longer be supported by MYOB. You will not be able to use MYOB AccountRight Live Connect after September 30 if you do not upgrade to this release.

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Bookmarks available for phases grouping rows

What's new

1. Additional phase bookmarks - Extra bookmarks have been added into the fee detail table for the invoice template. These bookmarks have been added for the phase grouping rows, to allow additional information to be printed for a phased invoice. The new bookmarks are:
   1. Budget $
   2. Previous claims $
   3. Total claims $

Why use it - include a breakdown of the invoice at a phase and sub project level on the invoice template document.

read more about document templates

New Xero version supported

What's new

1. Xero Connect - Synergy API interface updated to support the latest Xero security changes (TLS 1.2 updates). Read more about these Xero interface changes here.

Why use it - IMPORTANT: Install this release before 30 June 2018 to keep using Xero Connect. After this date the previous Xero API interface will no longer be supported by Xero. You will not be able to use Xero Connect after June 30 if you do not upgrade to this release.

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New MYOB ARL versions supported

What's new

1. MYOB AccountRight Live - support included for the new releases MYOB ARL 2017.2 and 2018.1.1. and 2018.2.

Why use it - install the latest release of Synergy for full support of the above MYOB updates when sending data to your accounting system.

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Synergy personal data and the GDPR explained

What's new

1. GDPR guide - read the Synergy help file guide on where personal data might be stored in Synergy, and how to extract or remove the data if you receive a GDPR request.
2. Reports - download the contact or staff GDPR custom reports from the 'report download library', which export the personal details the record into an MS Excel® file.

Why use it - learn where personal data is stored in Synergy for the GDPR, and edit/delete/export those details as required.

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Login screen has changed

What's new

1. Social logins - social logins will soon be removed from the login screen for Synergy Cloud Services. The options for Google, Microsoft Live, and Yahoo! will no longer be available for use after the 30th June 2018.
2. Email login - login using the 'email address' that is listed on your Synergy staff record in the desktop application. This is your work email address. Learn more about how to login to Synergy Cloud Services using this method by watching this video.

Why use it - login using your work email address listed on your Synergy staff record to continue using Synergy Cloud Services. Use the 'forgot password' link on the login screen to create a new password for your Synergy Cloud Services email login.

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End of Financial Year - New versions supported

What's new

1. MYOB AccountRight Live - support included for the new releases MYOB ARL 2017.1 and 2017.1.1.
2. MYOB Classic V19 - support included for the new patch release MYOB 19.14.
3. Reckon Accounts - support included for the EOFY release of Reckon Accounts 2017. *Support for Reckon Accounts stopped being provided as at 1 July 2017.
4. Xero - support included for the current Xero API interface.

Why use it - install the latest release of Synergy for full support of the EOFY updates in your accounting system.

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Forecast open sub projects

What's new

1. Edit sub project forecast - add the forecast values for any sub project that has an open status. This means that when a sub project is complete or unsuccessful status then you cannot update the forecast figures, the fields are greyed out.
2. Forecast - when viewing the forecast tab of the project, complete or unsuccessful sub projects are greyed out.
3. Filter - use the new filter to view only open sub projects, and exclude the complete and unsuccessful sub projects from the forecast tab.

Why use it - easier to update the project forecast when only viewing the open sub projects that your team are continuing to work on in Synergy.

read more about forecasts

WIP Transfer and Sub Project Tasks

What's new

1. WIP Transfer - the unallocated costs sub project is hidden if all four of the system settings for this feature are switched off. If any one of these options is on in system settings, then the users can use the unallocated costs sub project in WIP transfer.
2. Tasks - see which tasks are utilised vs non-utilised within the sub project > tasks tab.

Why use it - better restrictions on who can use unallocated costs, and greater visibility on if tasks are utilised from within the sub project.

read more about WIP transfer

read more about sub project tasks

Print the company planning board

What's new

1. Print to MS Excel®- export the company wide planning board results to MS Excel®.
2. Template - edit the template to control what data is shown on this report for your entire company.

Why use it - export what your team are working on this month to MS Excel®, and view the results grouped by project and staff member in the report.

read more about the planning board

Excel (using template) type reports

What's new

1. Speed improvements - when using the report option 'excel (using template)' the report output is faster. The speed for excel export is equally quick for all the excel export report methods with this change.

Why use it - export your Synergy data quickly into a template with other formatted report details required for your company.

read more about reports