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Migration (Updated)
Recreate your day-to-day workflows
Recreate your day-to-day workflows

Some things to consider while working through your trial sandbox

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: Director and above or Migration project champion

Previous steps: Trial migration sandbox

Synergy is used differently by each business so it's important that you understand how your current processes will work once live in cloud. We recommend testing some of the below features during your trial to ensure you know how they work (along with anything else that is critical to the way you run your business).

Create a project template

Add a project

Add a contact

Add a timesheet

Add and disburse a bill

WIP transfer

Create a proposal

Create an invoice

Where to next?

What other features does this relate to?


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