System Administrator Guide

Update the organisation details like the address and phone numbers

Upload the organisation logo

Update your user profile details like adding a social login and a profile picture

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

Update the default charge out rate values

Review the overtime rates

Edit the default financial control settings

Check the default tax rates provided

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

Add billable projects

Add non-billable projects

(Optional) Edit project list drop-down details

(Optional) Import projects and project financials using Excel

Entering timesheets

Starting timers

Submit staff expense claims

Using the Internal project

Edit the default folder structures for; Projects, Contacts, Staff

View and update the sample Word document templates

Add work breakdown templates

Create project invoices

Enter invoice payments

Record supplier bills

Enter office item expenses

Read the Synergy documents overview

Upload project documents

View the project images in a gallery view

(Optional) Upload contact documents

(Optional) Upload staff documents

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

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

Configure your accounting package to sync with Synergy:

Run the sync to your accounting system