Edition: Business, Enterprise
User-level: N/A
Previous steps: N/A
Synergy has three product levels: Business, and Enterprise.
Each product level includes a set of features that help you better manage your projects across the project accounting, project management, and project collaboration pillars.
All staff within an organisation are required to be on the same product level, you cannot have a segment on Enterprise, and another segment on Professional.
To understand which level is right for you, please see the below tables for a breakdown of what each product level includes.
All product levels
Project accounting | Project management | Project collaboration |
Timesheets | Projects | Portals |
Timers | Work breakdown (stages and tasks) | Chats |
Expenses | Contacts | Email management |
Rates, fees, costs | Management reports | Document management |
WIP |
| Image gallery |
Invoices, invoice payments, credit notes |
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MYOB, Xero, QBO Connect |
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Financial reports |
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Feature breakdown by product level
| Business | Enterprise |
Reports | Customisable reports | Customisable reports |
Storage | 5GB/user | 10GB/user |
Document templates | Multiple layouts | Multiple layouts |
Excel data imports | Y | Y |
Stages, tasks | Y | Y |
Phases | Y | Y |
Budgets | Y | Y |
Project templates | Y | Y |
Stage/project specific rates | Y | Y |
Transmittals | Y | Y |
Revenue forecasting | Linear distribution of fee across duration of stage | Customisable |
Resource planning |
| Y |
Custom security matrix |
| Y |
Multi office |
| Y |
Multi currency |
| Y |
Project performance |
| Y |
Unearned income |
| Y |
Prebilled invoicing | Y | Y |
Payment applications |
| Y |
Purchase orders | Y | Y |
Custom email domains |
| Y |
Analytics Dashboards |
| Y |
... and more!
Where to next?
What other features does this relate to?