What’s NewSynergy 4.8.7 Release

Multiple Minor Changes in 4.8.7

Minor Changes in 4.8.7

Synergy Connect

These products are supported for use with Synergy Connect

• MYOB V19.9

• Reckon Accounts Premier 2013

Minor Changes

Tip: Synergy Connect is an add-on module. Contact us to sign-up.

Minor Changes in 4.8.7

Synergy Help Files

Searching help

• Highlight colours added for each search word within the topic.

• Each search word shown in a different colour.

• Remove the highlight colours using the toolbar button .

Minor Changes

Minor Changes in 4.8.7

Send Email Wizard

New style of email wizard to select multiple recipients and send out using email templates is available in:

• Project Contacts – Templates: Project, Sub Project, Contact, and Personnel

• Project Documents – Template: Project and Sub Project.

• Global Documents – Template: Project, Sub Project and Contract Admin.

• Contacts – Templates: Contact

• Personnel – Templates: Contact and Personnel

• Contract Admin – Templates: Contract Admin, Contact and Personnel.

Minor Changes

Minor Changes in 4.8.7

Contract Admin

Pinned Contracts (My Contracts)

• Pin your most used contracts.

• Find your contracts with the ‘Pinned’ list filter.

• Start with this filter by default using the right click ‘Set this as the default view’ option.

Minor Changes

Tip: Contract Administration is an add-on module. Contact us to get this feature enabled in your Synergy database.

Minor Changes in 4.8.7

Project Creation

• Only General and Attributes tabs are shown in create mode.

• All other tabs are shown after the record is saved.

• Enter Mandatory attributes during the initial creation and save using the top toolbar save button.

Minor Changes

Minor Changes in 4.8.7

Transmittals

Approval options

• Select if you are creating the Word document or the package ZIP file when approving a transmittal.

Minor Changes

Minor Changes in 4.8.7

Transmittals

Approval batch process

• Close the transmittal window and let the word document and package file be created in the background.

• View the progress of each item in the bottom bar.

Minor Changes

Minor Changes in 4.8.7

Administration Tools

Document Template Bookmarks

Minor Changes

Template Type

Where Bookmarks Added Why use it?

Proposal Fee Detail Table

Budget Section

• Task

• Note

• Budget Header

Display the project budget or work breakdown details on a client proposal document.

Invoice Fee Detail Table

Totals Section

• Agreed Fee Total $

• Previous Invoiced Total $

• Overall Invoiced Total $

Show a summary in the totals area of the invoice table which allows comparison of:• This invoices value• Total invoiced value to-date• Agreed total invoice value

Project Available Bookmarks

• Invoice Contact• Invoice Personnel

Use the name and address details to send the project document to the invoice contact or personnel.

Contract Admin

Available Bookmarks

• Contract Scope of Works

Add an overview description of the contracts purpose on all contract admin document types.

Transmittal Available Bookmarks

• Date Linked• Progress (%

complete)

Add the last updated version date for a drawing and the progress % complete to your transmittal output.

Tip: Contact the Total Synergy support team if you would like help creating or updating a Document Template.

Minor Changes in 4.8.7

Administration Tools

Proposal Document Templates

• Use Proposal document templates in the Project.

• Create a Proposal documents when the project/sub project is at Proposal or Active status.

• Add the budget details to your template and show the budget header and budget breakdown for each Sub Project.

Minor Changes

Tip: Contact the Total Synergy support team if you would like help creating or updating a Document Template.

Minor Changes in 4.8.7

Resource Management

Project Work Breakdown

• Add percentage complete to each work breakdown item.

• Mark the item complete and the value changes to 100%.

• Change the item to incomplete and the value changes to 90%.

Minor Changes

Tip: Resource Management is an add-on module for Synergy Enterprise clients. Contact us to get this feature enabled in your Synergy database.

Minor Changes in 4.8.7

Resource Management

Capacity Report Graph

• New style of graph in the project level and company-wide capacity boards.

• Compare the allocated hours against the capacity.

• Capacity is configured using Office and staff calendars.

• Instant refresh of the graph after making changes in the project or company planning boards, without closing/re-opening the feature.

Minor Changes

Tip: Resource Management is an add-on module for Synergy Enterprise clients. Contact us to get this feature enabled in your Synergy database.

Questions?Call the Synergy Support Team

on +61 2 8197 9000

Want to know more about Synergy for your business?

Email us – justask@totalsynergy.com