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Synergy release - 15th September 2024
Synergy release - 15th September 2024

September release notes

Updated over a week ago

1. Project Transactions Improvements

This month, we’re enhancing Project Transactions, which are designed to streamline financial workflows and improve user experience.

Key Changes and Benefits:

  • Split WIP: You can split time-based Work In Progress (WIP) for more precise financial management. This helps ensure your project financials accurately reflect the work completed and offers more flexibility in managing time-based transactions.

  • Filtering: New filtering options allow you to search transactions by Phase, Rate, Units, and more, providing better insights and more control over your project data.

  • Edit Expenses and Open Bills: You can now edit expenses directly from the Transactions page and open Bills with a single click. This will reduce administrative time by allowing these tasks to be completed on the same page.

  • Multi-Select and Row Actions: Consistent actions are now available across multiple rows, making managing large data sets more accessible. This is designed to save time by reducing repetitive tasks.

  • Usability: A more intuitive interface with new tooltips and the ability to save preferred filters for future use. This will enable users to navigate complex tasks with fewer errors.

Availability:

Split WIP, Multi-Select, and Row Menu actions are available for both Business and Enterprise customers. Return to WIP actions are exclusively available for Enterprise customers.

To learn more about this update <read the guide>


2. Fixes

  • Project Selection: Resolved an issue with the Project selection dropdown across various pages, such as Resource Planning, where project names were not displaying correctly.

  • QBO Connect: Addressed multiple issues related to the QBO (QuickBooks Online) integration:

    • Bills: Fixed an issue where Bills couldn’t sync to QBO if account code mapping is an Expense type

    • Invoice Payments: Fixed an issue where Invoice Payments created in QBO weren’t syncing to Synergy

    • Bill Payments: Fixed an issue where bill payments created in QBO could not be imported into Synergy.

    • Preview: Fixed an issue where bill payments outside the selected date range were incorrectly appearing as import options


3. Additional Improvements

We have updated our QuickBooks Online integration to allow US-based users to send Bills and Expenses directly to QBO from Synergy, improving data accuracy and simplifying expense management.


For a complete list of 2024 monthly release technical notes - Download the 2024 Technical Release Notes PDF.

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