Entering Cash Expenses

You can enter a cash expense for variable cost items like flights, accommodation, fuel, or stationary that you need to be reimbursed for, this is all located within the Timesheets screen of Synergy to make your time and expense entry seamless.

From Side Navigation, click Time & Expenses > Time,
or click the Calendar icon in the top right hand corner.
Select 'Cash' from the timesheet options.
Choose the date from the calendar.
Choose the project, stage and task from the drop down menus.
Select an expense type.
Select a rate.
Select the tax rate for the expense (e.g. tax applicable or tax-free).
Enter the total monetary value (including tax) for the expense, against the day of the week that this expense was paid for.
You need to add an explanation for this expense in the 'Add a note' field.
(Optional: Add a picture of the receipt using the paperclip)
Save.

How do I add a receipt to my Cash expense?

When entering cash expenses, you're able to add receipts by selecting the paperclip in the note line.

To activate the paperclip, you first need to enter a value.

You will also need to add a note to explain this expense before you're allowed to save the newly added entry.

I accidentally uploaded the wrong file, how can I delete it?

Scenario 1:
You have only added one expense item, and you have not yet saved your expense.

Use the Undo button, which will undo your latest addition and you can start again.

Scenario 2:

You have added several expenses, images and notes - but only need to delete one of the images.

Save your latest expenses.
Near the dollar value of your expense, you'll see a little image icon.
Click this icon to bring up a preview of the added image/receipt.
Now click the Delete button on this window.
You can now add a new file.

What file types are supported?

The accepted file types are image files (.png, .jpeg, .bmp, .gif etc.) and PDF.

If you're uploading a file type that is not supported, you will see an error like so:

Cash Expense Tips!

Always add an explanation in the form of a note against expenses in order to save them.
The value shown in cash expenses is the cost for the item. The item will be marked up / down within the project, based on the rate selected

Entering a Travel Expense

Enter a travel expense for fixed cost items such as mileage, a personal car, road tolls, or a daily per diem rate paid for each day of work travel.

From Side Navigation, click Time & Expenses > Time,
or click the Calendar icon in the top right hand corner.
Select 'Travel' from the timesheet options.
Choose a date from the calendar.
Select a project and stage from the dropdown menus.
Select an expense type
Select a travel rate.
Enter the number of units. e.g. 55 miles were travelled. The amount to be reimbursed will be calculated automatically based on the travel rate cost.
Add a note against this expense in the 'Add a note' field.
Save.

Travel Expense Tips!

Travel expense items are automatically set to be 'tax-free'. If the item includes taxes (like GST or VAT) please enter this using the cash expenses tab.
The value shown in travel expenses is the cost for the item. This is the amount you will be reimbursed for the expense. The item will be marked up / down within the project, based on the rate selected.

Cash and Travel Expenses