Synergy Release - 2nd March 2025
Export Projects, Invoices, & Staff to Excel
We’ve introduced the ability to export data to Excel across the Projects, Invoices, Staff, and Purchase Order pages.
Key Changes and Benefits:
Export to Excel: Easily export all the data you need in Excel format, directly from the respective pages.
Filter your results: The export will respect your page filters, allowing you to refine your selection before exporting.
All relevant data in one export: Each export includes all available columns across different table views, ensuring you have the full dataset in one go.
New option to “Export to Excel” across Projects, Invoices,
Staff and Purchase Order lists
Availability:
This feature will be available for both Business and Enterprise customers.
View more about exporting in our Project List Overview, Invoice List Overview, Purchase Orders, and Staff Overview articles.
Sync Bill & Expense Attachments to Xero
Following the introduction of Bill attachments, we’ve expanded this functionality to sync both Bill and Expense attachments to Xero via Connect.
Key Changes and Benefits:
Sync Bill and Expense Attachments: Attachments added to Bills and Expenses in Total Synergy can now be seamlessly synced to Xero. The maximum total size per sync is 9MB.
Attachments Column in Connect: A new column in the Connect screen will indicate whether a Bill or Expense has attachments ready to sync.
Availability:
This feature will be available for both Business and Enterprise customers.
Learn more about this in our Xero Connect Overview articles.
Additional Invoice Project Contacts
We’ve introduced a new feature that allows you to set Project Contacts as Additional Invoice Recipients, ensuring they are pre-selected when creating new invoices.
Key Changes and Benefits:
Set a Project Contact as an Additional Invoice Recipient: Assign additional recipients via the Project Contacts page.
Auto-populated additional recipients: When drafting or sending an individual invoice, any assigned additional recipients will be pre-filled.
Bulk action compatibility: Additional recipients will be included in bulk draft invoice creation and bulk sending/finalising invoices.
New “Additional Invoice Recipient” Flag
in Project Contacts
Availability:
This feature will be available for both Business and Enterprise customers.
Learn more about this in our Project Contacts Overview and How to Create an Invoice articles.
Other Improvements
‘Assign to Invoice’ now opens in a new tab: When assigning transactions to an invoice from the Project Transactions page, the action will now open in a new tab, so you don’t lose your place.
Tooltips for Phase/Stage and Rate Filters: In Project Transactions, hovering over long names in the Phase/Stage and Rate filters will now display a tooltip with the full name for better readability.
Fixes
Reporting
Fixed: Tasks added via the Budget and marked as "Non-utilised" were still appearing as "Utilised" in the WBS.
Fixed: Timesheet reports filtered for "Unapproved" timesheets were incorrectly showing approved timesheets.
Fixed: Report Columns were displaying English (US) spelling instead of English (Australia) when the language setting was set to English (Australia).
Connect
Fixed: The audit log in Connect settings was blank and not tracking changes.