Project Transactions Overview

Edition: Professional, Business, Enterprise

User-level: Project manager and above

A transaction is created for each timesheet, cash expense, travel expense, office expense and bill disbursement line entered against a project. There are other transactions types that are system generated, like Balance and Unearned Income.

The project transactions list shows all transactions entered against a project.

Use the project transactions tab to see a list of all the items that have been allocated to the project. Check out which transactions are in WIP that can be invoiced this month, or switch to using the 'invoiced' list view to check on the transactions that were invoiced previously.

From the project details screen:

The project transactions list has five available views, Default, WIP, Invoiced, Written Off, and Unearned Income. Each view displays different details of the same transactions, and different actions can be performed depending on the selected view.
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You can change the view of the Transaction list, by clicking on the 'View' icon at the top right of the screen and then selecting the preferred view from the dropdown menu. It will show the name of the currently selected view.

This is the primary view, and what the transactions list will be in when you first visit. It displays transactions with all status types. Details shown include:

Displays transactions with a status of WIP. The Value total column is replaced with the WIP value column, and Expense Type is removed.

Displays the Invoiced value of transactions. Units are replaced by Invoiced units. The Notes column is replaced by Invoice number.

Additional columns are:

Displays transactions with a status of Written Off. This view has a 'Reason Code' column so you can easily view details of why transactions have been written off.

Shows unearned income for each stage with a Fixed Fee or Percent of Contract fee type. This is calculated as invoiced value minus transaction charge value.

Displayed columns will change depending on the selected view:​

At the bottom of the project transactions list, you will see a totals row. In the totals row you have an option to select how these totals are calculated, either by Page Total, or overall Total.

The default is Page Total. When this is selected, the totals are calculated based on the figures for the page you are on. The Page Total number shows the number of rows for the page. The totals displayed will change when you access each page, or change the number of entries displayed on each page.

To view the overall totals for the project, click the icon and select Total from the list.

When the overall Total is selected, the totals are calculated based on all the transactions on all pages. The number next to the total indicates how many transactions are being totalled. This is impacted by the filters applied to the transaction list.
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The totals displayed will remain the same when you access each page, or change the number of entries displayed on each page.

Each transaction in Synergy has a status:

You can use the search bar at the top of the list to quickly find specific transactions. The search bar looks at the Stage, Details, Rate, and Task columns.

Open the filters panel to restrict the list to only show transactions of a certain type (e.g. only staff cash expenses) or only transactions at a certain status (e.g. only WIP status transactions).

The filter options available on the transactions list are:

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Phase, Stage, Date, Rate, Type, Status, Units, and Value Total columns can also be filtered by clicking the filter icon on the column heading:

The filter icon will also display a number indicating how many filters are enabled for that column. If no filters are enabled, a number is not displayed.

Each transaction row has a menu allowing you to select an action to apply to that transaction. The status of the transaction will determine the available menu options .
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The transaction row menu can be accessed by hovering over the end of the row until the ellipses is displayed.

Click the ellipses button to view the available actions and select the one you wish to apply to the transaction.

Clicking the row menu button on a bill disbursement transaction allows you to select 'Open in new tab' to view the Bill.

You can export all transactions against a project to an Excel file by clicking the Export to Excel button (download symbol) displayed at the top right of the transactions screen.
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​Modify this export by changing the view and/or filters.

This exports all transactions to Excel as seen below.

There are several ways that transactions can be written off:

For further details on how to write off a transaction, or how to undo a write-off, see the Transaction Write-off article.

Use the WIP Transfer feature to move transactions between stages on the same project, or to a different project.
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A single WIP transaction can also be split, allowing you to transfer part of that transaction to a different stage or project. (*Business & Enterprise only).

See the WIP Transfer article for further details.

You can remove a transaction from an invoice using the "Return to WIP" feature (Enterprise only). If a stage has at least two transactions on the invoice, you can return one to WIP for future invoicing.
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See the Returning Transaction to WIP article for further details.

If you have timesheet approvals enabled, you will be able to approve transactions from the project transaction list. This can be helpful for bulk approving timesheets for a whole project/stage, without needing to go through individual staff timesheet pages to do so.

To approve from the transactions list:

(Enterprise users can modify this, under "Project" in the Security Matrix).