We’ve been working to introduce a range of improvements that will make your experience working with Synergy better. This month, we're introducing more control to the way you work with Bills and Document Templates.
Bill Improvements
Bills have now been added to the Security Matrix, so you have greater oversight and control.
Document Template Improvements
We’ve introduced the ability to add a Transaction table to your Project Document Templates, which were previously only available to your Invoice Documents.
Settings Page Improvements and UI Changes
We've made updates to some of the Settings Pages to make it easier to review, edit, add, and search.
Fixes
We’ve implemented a variety of fixes to help improve the way Synergy works.
Synergy Reports Q&A
We know that Synergy's reports can be hard to get your head around, so we've created a new group in Community - [Synergy Reports Q&A], if you've got questions - we've got answers! We'd love to have you join and ask any non-critical reporting questions, because who knows - you might not be the only one with this question.
Bill Improvements
Bills have now been added to the Security Matrix, so you have greater oversight over who can read, create, edit, and unlock them. Synergy Enterprise customers also have the ability to edit those settings to control how the Bills workflow is administered within your firm, and who by.
Document Template Improvements
We’ve introduced the ability to add a Transaction table to your Project Document Templates. The Transaction Tables, which were previously only available to your Invoice Documents, now have additional Stage information available to be included through bookmarks, including the Stage name, total number of units, total charge, and total tax.
Other improvements we’ve introduced to Document Templates include:
We added Phase Description as a new Bookmark to the Fee Details Table.
We improved the Sub Total calculation for Fee Proposal in the Proposal Document, because in some instances it displayed the 'Cap Available' amount.
In some cases, the bookmarks for Primary Personnel Postal Address or Primary Personnel Street Address in document templates weren’t generating data when they were used.
Settings Page Improvements and UI Changes
We've made updates to some of the Settings Pages to make it easier to review, edit, add, and search. Simply hover over the line you are reviewing, and an edit icon will appear at the end of the row. Clicking the icon will allow you to edit the data directly without taking you to another screen. You can also sort columns by dragging the column header to a new spot.
The search and filter features of these pages have also been updated, with both now being found at the top left of the table on each page. Clicking the filter icon will open a new slide-out pane and enable you to add filters.
We’ve also made it faster to add new information, with the add button opening a small editing screen, instead of taking you to another page.
These changes have been made to the following Settings pages:
Project Lists: Cost centres, Disciplines, Project Types, Payment Terms, Payment Types, Write-off reasons
Contact Lists: Roles, Titles, Contact Status,
Organisation: Invoice numbers, Credit numbers, Overtime rates
Timesheets: Standard project tasks
These UI changes are part of our continuing work to improve and simplify the way you perform tasks inside Synergy.
Fixes and Additional Improvements
Fixed an issue where Custom Fields are missing data when using a Template to create a Project.
We have improved the performance around Invoicing, specifically when Creating a Draft Invoice and Finalising an Invoice. You will see the most improvement if you heavily use Rates, Rate Groups and rate changes.
Download the Release Notes
For a complete list of technical changes download the Release Notes.
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