Total Synergy

Select what details will be shown on the Xero bill line for each of the Synergy staff expenses transferred. The options available are:

Synergy project, stage, rate and expense type (default) - the details from the staff cash or travel expense are sent. This is the project name, stage name, rate name, and expense type name entered against that Synergy staff expense. Using this options gets the full expense details from Synergy into Xero.

Synergy project and stage - send the project name and stage name entered on the staff expense in Synergy to be the line details in the Xero bill. Use this is a summary of the expense details are needed in Xero.

Synergy rate and expense type - send the rate name and the expense type name on the staff expense in Synergy to be the line detail in the Xero bill. Use this option if you want a summary of the expense in Xero that doesn't show the project name.

Synergy expense type - send the expense type name entered on the staff expense in Synergy to be the line details in the Xero bill. Use this option if you don't want the Synergy project or rate details to be shown in Xero.

Synergy note - send the note entered against the staff expense in Synergy to be the line details in the Xero bill. When you use this option you normally disable the 'staff expense note' setting, as otherwise you get the staff expense note twice in the Xero bill.

1. Synergy project, stage, rate and expense type (default) - the details from the staff cash or travel expense are sent. This is the project name, stage name, rate name, and expense type name entered against that Synergy staff expense. Using this options gets the full expense details from Synergy into Xero.
2. Synergy project and stage - send the project name and stage name entered on the staff expense in Synergy to be the line details in the Xero bill. Use this is a summary of the expense details are needed in Xero.
3. Synergy rate and expense type - send the rate name and the expense type name on the staff expense in Synergy to be the line detail in the Xero bill. Use this option if you want a summary of the expense in Xero that doesn't show the project name.
4. Synergy expense type - send the expense type name entered on the staff expense in Synergy to be the line details in the Xero bill. Use this option if you don't want the Synergy project or rate details to be shown in Xero.
5. Synergy note - send the note entered against the staff expense in Synergy to be the line details in the Xero bill. When you use this option you normally disable the 'staff expense note' setting, as otherwise you get the staff expense note twice in the Xero bill.