Edition: Business, Professional, Enterprise
User-Level: System Administrator
Previous steps: N/A
The Configuration page is the place to go to customise Synergy in a way that works best for your organisation.
How to get to the Configuration page:
Click on Organisation drop down > Settings > Organisation > Configuration
On this page you can set:
Organisation Name - This is the shortened name for your company ie. Total Synergy. This can be shown on document outputs, reports, and is shown throughout the Synergy application.
Trading As - This is where you'll put the trading name of your business ie. Total Synergy Pty Ltd. This can be shown on document outputs and reports.
Transaction Lock Date - Block time or expense entries on or before this date.
Transactions refer to staff timesheets and expenses, supplier and subcontractor bills (expenses), and office item expenses.
Invoice Lock Date - Prevent invoices and credit notes to be created on or before this date.
Locked by this setting: Creating, finalising, or back dating an invoice before this date.
Creating, or backdating a credit note before this date.
Region/TimeZone - Set up the Timezone, Region and Language for your organisation.
Contact unique ID - Set up the contact ID numbering sequence used by your accounting software add-on for seamless integration.
Staff unique ID - Set up your staff Unique ID.
Aged WIP - Define the default aging reporting periods for WIP and allocate a colour for each period.
Aged Debtors - Define default aging reporting periods for Aged Debtors, calculate using the Due date or Invoice date and allocate a colour for each period.
Address Format - Setup the default address format - this is used in document outputs for contact addresses.
Getting Started - Tick or untick the checkbox to show the getting started wizard to help guide users through the fundamentals of using Total Synergy.
Project Settings -
Default external name from project name - Tick or untick the checkbox to copy the project name to be the external project name by default. Leaving this unticked will require you to manually enter an External Project Name.
Disable category groupings in budget - with this unticked, you will have additional budget categories in your project's budgeting screen by default on a project (internal, external, expenses). If you tick this checkbox you will start with project's having categories turned off by default. (Note: this can be turned off and on at a project level depending on what way you choose to go with this checkbox).
Availability Approvals - Tick or untick the checkbox if you require managers to approve all availability requests.
Progress reporting - Set a reporting frequency with aligns with your business requirements if you are monitoring your projects with Earned Value Management, or using Revenue Recognition.
Enable unearned income calculations - This setting will calculate your unearned income based on how much you have invoiced compared to your complete %. If you do not enter a complete % on any of your stages, you will get inaccurate results. This is an advanced setting that cannot be reversed and we strongly suggest to speak with a consultant before activating it.
Require Active Directory Authentication - If your organisation uses Office 365 (Active Directory), ticking this option will require all staff to log in using their Office 365 credentials.
Project Permissions - Check this box if you would like to enable the option of assigning specific Teams to a project.
You can also check:
Total API usage today - By default there is a restriction of 300 calls per day in total for API Usage. System Administrators can increase this by purchasing the Premium API from the subscription page.
API Usage today for Transaction Endpoints - By default there is a restriction of 50 calls per day in total for usage using a user profile access token. System Administrators can increase this by purchasing the Premium API from the subscription page.
Where to next?
Set up your organisation logo
What other features does this relate to?