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Accounts

The Account area is opened from the Home page and then selecting the Account button. The Account button is only available on the Home page if you have been nominated as the Account Manager for your Synergy account.

What is the Account area?

The Accounts area is made up of three main sections:

  1. Contact Details - View the current address and phone numbers that we have on file for your company.
  2. Billing - Pay any outstanding invoices, the history of any previous invoices, or change the billing cycle.
  3. Cloud Security - Update which users can pay Synergy invoices or have access to the Synergy Support Helpdesk.

The renewal date is shown in the top right corner of the screen to display when your current Synergy license will expire.

Why use the Account area?

Check your companies Synergy license renewal date, change your billing cycle to quarterly or bi-annual, and update your company contact details.

Actions available

ClosedContact Details Panel

The contact details panel displays the a summary of the contact details stored for your against your Synergy license. These contact details are:

  1. The main company phone number and mobile number.
  2. Street and postal address. The street address entered is used to create the Google Map image shown in the panel.

Click 'edit contact details' under the google map image to update your company contact details.

ClosedEdit your company contact details

The following fields are displayed with the current contact details for your company. Update your company contact details as required, and then press the Save button in the top right corner.

  1. NameClosedCompany name is shown as read only information. Contact Total Synergy Support to update this information.
  2. ACNClosedCompany ACN number is shown as read only information. Contact Total Synergy Support to update this information.
  3. ABNClosedCompany ABN number is shown as read only information. Contact Total Synergy Support to update this information.
  4. PhoneClosedThe main office phone number. Edit this field if required.
  5. FaxClosedThe main office fax number. Edit this field if required.
  6. OtherClosedAn alternate contact phone number can be stored in this field. Edit this field if required.
  7. MobileClosedThe main office email address. Edit this field if required.
  8. EmailClosedThe main email address for your company is shown as read only information. Contact Total Synergy Support to update this information.
  9. WebClosedThe address of your corporate company web site is shown. Edit this field if required.
  10. Postal AddressClosedThe postal address contains the street address, city name, state, post code and country. Edit these fields if you want correspondence from Total Synergy to be mailed to an alternate location.
  11. Street AddressClosedThe street address contains the address of your main office location. The following details are stored: street address, city name, state, post code and country. The street address is used to create the Google Map image shown on the Accounts page. Edit these fields if required.

Tip: The fields Name, ABN, ACN, and Email cannot be updated. These details are linked to your Synergy license agreement. To alter these details please contact Total Synergy Support.

ClosedBilling Panel

The Billing panel displays the details of any outstanding Synergy invoices, the currently selected billing cycle, and which Synergy products have been purchased by your company. The Billing details shown are:

  1. Latest Invoice - View the amount and due date of any outstanding invoices. Click the invoice number to open the invoice in a new tab in your web browser and view the invoice details. Click the 'pay now' button to make payment by credit card. Click the text 'all invoices' to view a list of the previous invoices paid for your Synergy products.
  2. Billing Cycle - View the current billing cycle chosen for your company. This can be updated to be bi-annual or quarterly if payment is made via credit card, or an annual billing cycle can be selected for payment via direct deposit, cheque, or credit card. Click the text 'change cycle' to change the nominated billing cycle for your company.
  3. Products - View which Synergy products have been purchased, and the current number of licenses for each product. Contact the Total Synergy team to change the number of licenses or purchase additional products.

The default billing cycle is annual. When you change the billing cycle to bi-annual or quarterly any outstanding invoices will be re-generated to reflect the chosen cycle.

ClosedChange the Billing Cycle by:
  1. Open the Account page for your company.
  2. Click on the text 'change cycle' in the Billing panel.
  3. Select the new billing cycle in the new billing configuration window shown. i.e. Quarterly or Bi-Annual.
  4. Click Save.
  5. This process can take a few moments if there are any outstanding invoices. Outstanding invoices are re-calculated upon save to be reflect the new billing cycle selected.
  6. The Accounts page is displayed with the new billing cycle shown, and any outstanding invoices are updated with the new payment values for that billing cycle.

Tips:

ClosedCloud Security Panel

The cloud security panel displays a summary of the current security configuration setting for your company. The security details shown are:

  1. Account Managers at your company who have access to view and pay Synergy invoices.
  2. Support Access staff at your company that have access to the Support area to log new helpdesk calls with the Synergy Team and watch user training videos.
  3. Cloud Application Access displays if the Synergy cloud application access is enabled for your company. If enabled then access to the web application is granted to allow your staff access to enter web timesheets and expenses, or look-up of project and contact details. *Cloud Application Access is available to Synergy Enterprise clients only*

Click the 'edit security' link in the bottom right corner of the panel to update these details.

Tip: Learn more about Cloud Security options in the edit security topic.

Tips:

Want to learn more?

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