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Getting Started
Set up your Organisation, Financials, and Learn how to Import Data into Synergy
18 articles
Naming Folders using Windows file serverHow do I name folders using Windows file server?
Office 365 authentication and new usersHow will Office 365 authentication affect new users?
System admins role when Office 365 authentication is activatedDo system administrators need to do anything when Office 365 authentication is activated?
Logging in using Office 365
Default Document TemplateSet document template as default
Project FoldersProject Folder Templates
Contact FolderContact Folder templates
Staff FolderStaff folder template
Exporting document TemplateHow to export a document template
Work Breakdown TemplateWhere is the template work breakdown structure?
Reordering Phases, Stages, and TasksHow to reorder in the work breakdown
Stage DatesEditing project template stage dates
Multi CurrencyUsing Multi Currency to invoice international currencies
Foreign currency bookmarks and templatesCreating and using bookmarks and templates for foreign currency
Invoices in Foreign CurrencyCreating an invoice in a foreign currency
Cancellations and Credits in Foreign CurrenciesHow to Cancel foreign currency invoices
Receiving Foreign Currency PaymentsReceiving a payment in a foreign currency