Edition: Professional, Business, Enterprise
User-level: System Administrator
Previous steps: How do I update my user profile?
Learn the basics of Synergy’s cloud solution and how to setup your organisation as a System Administrator.
‘Using Synergy’ Introduction Video
After setting up your Synergy organisation or System Administrator staff member, go to Organisation drop down > Settings > Organisation > Getting Started to view the below video and more:
Organisation and Profile
Update the organisation details like the address and phone numbers
Upload the organization logo
Update your user profile details like adding a social login and a profile picture
Contacts
Create contacts - for all clients, suppliers, and external project contacts
Import contacts using MS Excel
Import contacts using Connect - import using Xero, or MYOB, or QBO.
(Optional) Edit contact list drop-downs details
Rates and Financials
Update the default charge out rate values
Review the overtime rates
Edit the default financial control settings
Check the default tax rates provided
Staff
Create new staff records
Select the available charge-out rates to used by each staff member
Enter the staff salary cost details
Add working hours in the staff calendar
Projects
Add billable projects
Add non-billable projects
(Optional) Edit project list drop-down details
(Optional) Import projects and project financials using Excel
Timesheets
Entering timesheets
Starting timers
Submit staff expense claims
Using the Internal project
Templates
Edit the default folder structures for; Projects, Contacts, Staff
View and update the sample Word document templates
Add work breakdown templates
Invoices and Bills
Create project invoices
Enter invoice payments
Record supplier bills
Enter office item expenses
Documents
Read the Synergy documents overview
Upload project documents
View the project images in a gallery view
(Optional) Upload contact documents
(Optional) Upload staff documents
Portals
Enable portal access for project contacts
Share documents and images to the portal
View whats happening in the project using the project portal feed
Chat with the project team
Reports
Using Synergy standard reports
Add report filters, sorting, or grouping
Export the results to a PDF or Excel file
Creating custom report layouts
Share custom report layouts with your team
Accounting Add-ons
Configure; Synergy Connect, Xero Connect, MYOB AccountRight LiveConnectQuickBooks, Online (QBO) Connect
Run the sync to your accounting system
You are able to set up your Synergy organisation as the System Administrator to ensure you and the team can use Synergy to its full for your organisation.
Where to next?
What other features does this relate to?