Synergy Release - 12th April 2025

Bulk Admin Changes

We’ve introduced new bulk actions to make project and invoice management faster and more efficient. You can now update project statuses, stage statuses, and project managers for multiple projects directly from the Projects list. We've also enhanced the invoice deletion process to support bulk removal of draft and cancelled invoices - all in one click.

Key Changes and Benefits:

Bulk Update Project Status: Update the status of multiple projects at once, with the option to also update stage statuses to keep them aligned.
Bulk Update Project Manager: Update the project manager across multiple projects in one go.
Bulk Delete Invoices: Delete draft and cancelled in bulk, with any associated documents now removed automatically as well.

Availability:

This feature will be available for both Business and Enterprise customers.

View more information about this feature in our Project List Overview, Project Invoices Overview and Invoice List Overview articles.

Customisable Columns for Projects

We’re excited to introduce Customisable Columns, which lets you control how you view project data in Total Synergy. You can now add, remove, reorder, and resize columns in the Projects list, and best of all, you can save your views for easy access.

Key Changes and Benefits:

Add or Remove Columns: You can now customise your Projects list by adding or removing columns, so you can see the information that matters to you in one screen.
New Columns Available: We’ve added new columns that can be added to your view, including Total Pre-Bill, Budget, Total Cost, WIP Cost, and Total Owing. These columns will also be included when exporting to Excel.
Save Your Views: Any changes you make — whether it’s adding or removing columns, adjusting their order, or resizing them — can now be saved as a Custom View. You can create multiple views and even set one as your default for the Projects page.

Availability:

This feature will be available for both Business and Enterprise customers.

View more information about this feature in our Customisable Columns article.