Synergy Release - 4th May 2025
Improved Data Importing
We’ve made updates to our Excel import templates to make setting up your data faster and more intuitive. New fields such as Stage Start/End Dates, Budget, and Charge Value have been added, helping you set up projects from the start with greater accuracy.
We’ve also extended invoice deletion to support imported invoices, so any issues with imported financials can now be easily corrected.
Availability:
This feature is available for both Business and Enterprise customers.
View more information about this feature in our Data Imports articles.
Foreign Currency Payments
You can now manually add payments or mark invoices as paid for foreign currency invoices—giving you more control when handling international transactions.
Availability:
This feature is available for Enterprise customers.
View more information about this feature in our Multi-currency Overview article.
Fixes
Transactions Endpoint
Fixed: The v2/Transactions/Index endpoint now correctly enforces the 62-day limit as described. For larger date ranges, use the BulkExport endpoint.
Reports
Fixed: Scheduled reports were being sent twice in some cases.
Timesheets
Fixed: Standard Cost Total wasn’t updating for Cash and Travel expenses when a timesheet was saved after a rate change.
Global Search
Fixed: Deleted projects were still appearing in global search results.
Custom Field Updater
Fixed: The Entity ID field was incorrectly marked as optional. It is now correctly required.