In this release pre-Valentine’s Day, we hope you love our new invoice audits functionality. We’ve also listened to your feedback (which we’re extremely grateful for!) and made updates to stage management, post-billing, project templates and project documents, as well as some other smaller enhancements.
NEW
Invoice audits
Audit logs will now be stored in the Synergy database, enabling you to report on invoice audit information
You can find all data columns in invoice reports
UPDATE
Stage management
Stages can now be deleted in stage management. The same rules around deleting stages in the work breakdown apply. Read more
Phases can now be added using the ‘Add’ button on the screen or edit them by clicking on the phase name
A new phase won’t appear until a new stage has been assigned to the phase
Invoice percentage is now an additional column
Right-click functionality has been added so you can open pages in a new tab
Post-billing
You can now return individual transactions to WIP from an owing invoice
This option is available in the ‘Invoiced’ view in the transactions screen and must be filtered by the invoice number . Read more
Project templates
You can now alter the fee that your project template has on the planning board
If you want to change the project template you are using, a new pop-up will appear asking if you’d like to keep the current financials or update them. Read more
Project documents
You’re now able to change between alpha and numeric revisions freely
Sage Connect
Synergy has been upgraded to allow you to sync to versions 27 and 28 of Sage
FIXES
New, smaller error banners appear in the top right of the screen. These will show you an error and when an action has been successful after
All project templates will now default to start and end on a business day (as opposed to a weekend day)
Projects in the planning board and schedule will also be calculated in terms of business days
The project schedule total in the top right will now include all stages; like completed and no-billing. This total will now match the CRM screen.