We’ve been busy working on new technologies to make the process of adopting Synergy and migrating your complex financial data from external systems as simple as possible. Here’s a look at what’s new this month:
Advanced Financial Data Importing
We offer you the ability to send us your existing project financial data for us to import into Synergy for you. Our new tool makes the process streamlined so you have an even more exceptional onboarding experience.
Knowledge Base Improvements
We've been updating our Knowledge Base to give you even higher quality of learning experience and guidance for using Synergy.
We’ve implemented a variety of fixes to help improve the way Synergy works.
Making your data migration simple
Every practice has a range of data being used to manage staff, projects, and the business. You need to have confidence in your accounting and project information, so you can manage your profitability. That’s where Synergy comes in to help.
However, it can often be time-consuming and confusing to move your data into a new system; especially if you’re a large company with complex financial and transactional data.
To help, we’ve created a set of advanced importing tools that we’ll use behind the scenes to make everything quick and easy for you, which is available as an additional service.
All you’ll need to do is export your existing data from where it’s currently saved into Excel. If you’re using Excel now, you’re already a step ahead in the process. From there, you simply send it to our dedicated and experienced Implementation Team, and we’ll work with these new tools to import your data into Synergy, so you can get on with the business at hand.
This means you can not only adopt Synergy with greater confidence, but also enhance your efficiency by having your historical financial data and records in one central location. It’s all part of our ongoing commitment to give you back more time for design.
Enhancements to our Knowledge Base to give you the guidance you need
The team has been working hard to update our Knowledge Base over the past few months and we have now released a number of the new sections, including Getting Started, Product Help & Support, Synergy Add-Ons, Updates, and Migrations.
These are only some of the new sections we’ll be adding as we continue our updates. We look forward to releasing more sections and being able to enhance your learning experience. We would love for you to have a look, read, and learn with the new articles and let us know what you think!
Fixes and Improvements
Fixed an issue where PDF reports of the Internal Forecasted Weighted report was not accurately displaying the names of the months in the heading.
Fixed an issue where using the keyboard to navigate the Search box displayed an error message.
Fixed an issue where the Reply To email address was not always the Primary email of the staff member sending the email from Synergy.
Fixed an issue where rounding foreign currency was causing paid Invoices synchronised with Xero to show as a owing.
Fixed an issue where accessing the portal might redirect you back to your own Synergy profile instead.
Fixed an issue where you might not have been able to download Transmittals from the Portal.
Download the Release Notes
For a complete list of technical changes download the Release Notes.
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