This release focuses around exciting improvements and changes to Synergy’s PowerBI dashboards (Synergy Analytics/Analytics Plus - also now collectively referred to as "Insights"), including a new way to access them, along with persistent filtering, and shareability.
In addition to this, we've also provided access to Expenses via our API.
Synergy Analytics/Analytics Plus
Full breakdown:
Navigation changes: To align with our newly released navigation structure and to help facilitate new dashboards and various quality of life improvements, Synergy’s PowerBI dashboards have been moved from Home/Dashboards to their own section in the Side Navigation panel, “Insights”.
Resources (formally people): The “People” dashboard has been renamed to “Resources” to better align with terminology used across Synergy.
Persistent filters: On each individual BI dashboard, your filter changes will be remembered on the device being used while applying them.
Ability to Bookmark or Share dashboards: Each dashboard now has a unique URL allowing users to bookmark their favourite ones or share it with others.
Financials (formally Finance): Financials now contain the Forecast dashboards.
You can review full article about Analytics/Analytics Plus here.
Expenses API
The new endpoints will allow for creating, updating, and attaching receipts to expenses, using a modern RESTful structure with developer-friendly documentation and authentication.
This unlocks automation for organisations using tools like Dext, Expensify, or internal systems - reducing manual entry and improving project and financial reporting accuracy.
Documentation for the new Expenses API can be found on our Developer Page > Endpoints: V4, or click here.
👉 Have feedback or further improvement ideas with any of the features in this release? Head over to our Feedback Forum!