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Synergy Help

Q&A's, How to help guide, and everything you need to know about using Synergy

558 articles
Planned changes to availability calculation for April 2020
Completed tasks on the Gantt chartHow can I tell which tasks are completed on the Gantt chart?
Global SearchOverview of how global search works
Projects

Changing the layout of a project documents folderhow to change you project document folder layout
Bulk assigning resource
Project Schedule Export
Dependencies
Stage management
Stage Management (Beta)
Restrict to specific ratesEverything you need to know about restricting timesheets to stage specific rates.
Project contacts
Deleting projects checklistSteps to follow before you delete a project
Managing active contactsHow to mark contacts as active or inactive as required
Project details
Project ListEverything you need to know about the project list page
Work breakdown overview
Create a proposal project
Managing active projects
Win/loss report
Change the project or stage status
Stage fee types
What is the milestone report page?
Project Permissions (by team)
How do I add a milestone?How to add a milestone in the Schedule
How do I change the milestone date?
How do I mark a milestone as complete?
What is a milestone?
Projects contacts tab overviewEverything you need to know about project contacts
Project contacts tab
Add a project contact
Adding staff to the project team
Selecting the main contacts in the project
Project portal accessHow portal access works, and how to configure access for contacts and staff
Re-sending portal invitationsHow to re-send a portal invitation
Portal invitation requestsHow portal invitation requests work
Approving or Declining a Portal Invitation RequestHow to approve and decline portal invitations
Editing the project contact
Changing the role of a project contact
Marking the project contact as 'Inactive'
Deleting the project contactHow to delete a project contact
Change the list view (contacts)
Project details tab overviewEverything you can see in the project details tab
Actions available for the project details tab
Changing the project numberHow to change a project number
Viewing and Copying Site address from contactHow to view addresses in project pages and copy the site addresses of project contacts
File versions overview
Updating the latitude/longitude details
Deleting a project
'Read Only' View Options
Project List Overview
How to create a new project from the project list
Billable and Non-Billable projectsThe difference between billable and non-billable projects in Synergy
Project Search Filter OptionsThe names and purposes of each filter available when searching for projects
Non-billable projects overview
Fee types overview
Project Status OverviewHow to use project statuses
Updating the stage statusHow to change the status of a stage
Complete and Unsuccessful Status Options and Transaction Write-offsHow to change the status of a project or stage to Complete or Unsuccessful, and how to write-off or restore transactions
Project structure overviewEverything you need to know about projects and their structure within Synergy
Adding a work breakdown, and configuring invoicing for each stage
Adding a template to an existing project
View all task comments
Update stage or task progress
Expanding and collapsing groupsHow do I expand and collapse groups?
Simple work breakdown overview
Simple work breakdown
Adding tasks to the work breakdownHow to add tasks to your project from the work breakdown
Updating task progressHow do I update task progress?
Updating staff level progress
Start a timerHow do I start a timer?
Allowing standard tasks on timesheets
Adding task comments
Viewing and editing task commentsHow to view and edit task comments
Change the project status
Manager and user views
Deleting tasksHow to delete a task from a project
Editing a taskHow do I edit a task?
Assigning WIP to a pre-bill
Switching the invoice layout
Add a phase, stage or task to the work breakdown
Deleting a stage
Creating a template from a project
Changing the Project managerHow do I change the project manager?
Project Milestone's OverviewMilestones, Project Milestones
Project schedule OverviewProject schedule, Schedule overview
Connect & Add-ons

Email connections - Default emailDefault email set up from custom email domains
MYOB AccountRight Live Connect
MYOB Connect
MYOB Preview
MYOB history & skipped records
MYOB Sync errors
Getting started with Xero Connect
Xero Connect Settings
Xero Connect Preview
Xero Connect history & skipped records
Xero Connect
Account codes for Connect mapping
Connect Overview
Setting up the integration between Synergy and Xero
QBO Connect settings
QBO Connect
How do I sync to QBO?
Importing contacts (customers or suppliers), Connect
Exporting invoices, Connect
Invoice payments overview - connect
Exporting bills (supplier and subcontractor bills)
Exporting staff expenses (cash and travel)
Exporting credit notes in connect - overview
Account code mapping options
Add an account code in Connect
Adding account codes to disciplines, cost centers and expense types
Viewing records which were sent in the sync, Xero Connect
Adding back skipped records in Xero connect
Viewing sync details, Xero Connect
Xero Connect preview details shown
Actions available for Xero Connect preview
Importing payment details
Exporting bill details
Importing bill payment details
Exporting staff expense details
Email connections - Custom email domainsHow to set up custom email domains in synergy
Exporting from date
Skipping items from being sent in the sync transfer to Xero
Refreshing now on Xero connect
Syncing now with Xero Connect
Expanding/collapsing all
Exporting from date
Invoice settings
Xero invoice reference
Synergy invoice text
Filtering Synergy invoices
Xero inventory item source
Xero account code mapping
Importing or exporting payments
Exporting payment account mapping
Single Xero account
Specific Xero account - payment type mapping
Xero tracking categories mapping
Bill settings
Paid status
Xero inventory item source
Xero line description
Staff expense settings
Settings for exporting bills
Staff expense note
Xero inventory item source for bills
Xero account code mapping for Expenses
Xero line description
Tax settings
MYOB connect history
Viewing which records were sent in the MYOB sync
Skipped MYOB records
Adding back an entire skipped group
Adding back selected records
MYOB connect preview
Invoice and credit details
Actions available for MYOB preview
Exporting payment details to MYOB
Importing payment details from MYOB
Exporting bill details to MYOB
Actions available for exporting bill details to MYOB
Exporting staff expenses details to MYOB
Actions available for exporting staff expenses to MYOB
Skipping items from being sent in the sync transfer to MYOB
'Refresh now', MYOB
'Sync now', MYOB
Expanding/collapsing all, MYOB
Account code settings
Exporting from date
Contact settings
Invoice settings
Synergy invoice text
MYOB invoice journal memo
Filtering Synergy invoices
MYOB job source
MYOB account code mapping
Importing or exporting payments
Exporting payment account mapping
Single MYOB account
Specific MYOB account - payment type mapping
Bill settings
Bill note
MYOB job source
Staff expense settings
Settings for exporting bills
Staff expense notes
MYOB line description
Tax settings
Login into MYOB connect
Checking the Synergy Connect settings
Previewing the results on MYOB connect
Viewing the history of the previous syncs, or the skipped records
MYOB tracking categories
Premium API
Visual Survey Pro (VSP) add-on
How do I install Sage connect?
Visual Survey Pro (VSP)Visual Survey Pro (VSP) Add-on
Sage Connect
The Planning Board

Assigning hours to a different staff memberhow to move hours from one staff to another in resource planning
Reallocating resources on the planning boardMoving resources from one team member to another
Loading To-do's in kanban
Subcontractor management overviewsubcontractor management overview
Editing stage date in the revenue forecast
How do I view the Kanban board in full screen?
How do I search for a staff member in the Kanban board?
Why is my completed task still on my Kanban board (date view)?
Who can I see as scheduled to be on the working team?
How do I set up a team?
Why is the slider not working in team builder?
How do I access the Kanban board?
How do I add a to-do from the Kanban board?
Why do my unassigned to-dos keep changing?
Where can I see my to-dos that I have been assigned?
How do I assign a staff member to a to-do in the Kanban board?
How do I add a to-do from the Kanban board?
How do I see tasks for review by me?
What is the Review/Done toggle?
How do I change the progress of a task in the Kanban board?
How do I get to the Kanban board?
What does the Kanban page show?
How do I use ‘Add members’?
How do I add a staff member to a role?
How do I assign a staff member to an unassigned role?
How do I show unassigned roles in the resource planning page?Unassigned roles in resource planning
Why can’t I see my to-dos in the schedule?
What is a to-do?
Why do I have multiple rows for the same role?
How do I drag a resource's bar to adjust the number of hours?
How do I adjust the number of hours for a staff member from the sidebar?
How do I adjust the number of hours for a staff member in the schedule?
How do I add a specific person to the stage?
How do I add a role to a stage?
The planning board in delivery mode
How do I add a role to a stage?
Show hours in resource planning page
Sorting in the resource planning page
Show hours in bars on the resourcing page
What is the budget indicator on the planning board?
Manually entering the hours in the planning board
What is the circle with a line around it?
How do I delete a timeslot?
Weekly resourcing rules
What is the difference between planning mode and delivery mode?
Availability approvals
Security matrixThe Planning Board - Security Matrix
Notifications
Project planning page
Changing approval status
Requested and approved availability requests
Adding unavailable time
My availability page
Managing availability requests
Changing availability
Filtering results in the availability planner
Team availability page
Availability planner
How do I build my team in the planning board?
Why isn't the planning board showing my updated changes?
How do I change a project's date in the planning board?
How do I search for a project in the planning board?
Add a new project in the planning board
Description of the planning board sidebar
Description of the project rows in the planning board
How do I change a task's date in the Schedule?
How do I change a stage's date in the Schedule?
How do I change a project's date in the Schedule?
How do I apply a template from the Schedule page?
How do I show my completed stages?
Why can't I move my project back more than a month?
Create a project template from the Schedule page
Tasks on the scheduleHow do I see my tasks in the Schedule?
Adding a task from the scheduleHow do I add a task from the Schedule?
Extending tasksWhat happens when I extend a task?
Updating stage start and end dates on the schedule page
Changing a project’s date in the scheduleWhat happens when I change a project’s date in the schedule?
Proposal Success Factors
Milestones
Revenue Forecasting
Resource planning
Project planning
Setting up the planning board and overview
Availability planner overview
Project performance - Setting up your projects
Availability planner – solves your resourcing headaches
Revenue Forecasting
Access Team builderHow do I access Team builder?
Searching the Kanban boardHow do I search in the Kanban board?
Viewing the Kanban board by date or by statusWhat views does the Kanban board have?
Searching staff in the Kanban boardHow do I search for a staff member in the Kanban board?
Filtering the Kanban BoardHow to filter the Kanban Board by project, staff member, or office
Editing Start/End Dates - Revenue ForecastEditing the stage start and end dates in the revenue forecast board
Contacts

List views, search and filter options
Email a contact document
Contact spreadsheet import guide
Convert a contact that was created with the incorrect type
Contacts list
Contact - Details
Contact - Personnel
Contact - Projects
Contact - Invoices
Contact - Bills
Contact - Documents
Contact - Notes
Contact Unique ID's
Contact roles
Contact status options
Contact - Titles
Contact titles
Adding a contact title
Marking contact titles as inactive
Searching for contact titles
Deleting contact titles
Editing the name of a contact title
Filtering for contact titles
Sample contact titles
Columns available for contact titles
Contact status overview
Contact status
Adding a custom contact status
Marking a contact status as inactive
Deleting a contact status
Editing the name of a contact status
Filtering and searching for a contact status
Sample contact status options
Contact roles overview
Contact roles
Creating a contact role
Searching for contact roles
Filtering contact role
Marking a contact role as inactive
Deleting a contact role
Editing the name of a contact role
Sample contact roles
Columns available for contact roles
Contact, unique ID's overview
Contact unique ID's
Assigning unique ID's to contacts
Contact audit overviewDetails on how to access and use the contact audit
Contact notes tab overview
Contact notes tab
Adding a new note in the contact notes tab
Hiding notes in the contact notes tab
Searching in the contact notes tab
Filtering in the contact notes tab
Contact documents tab overview
Contact documents tab
Adding a folder in the contact documents tab
Editing a folder name in the contact documents tab
Deleting a folder in the contact documents tab
Re-generating folders in the contact documents tab
Upload contact documents
Uploading multiple files to the contact documents tab
Bulk editing options for files uploaded to the contact documents tab
Saving a copy of a current file from the documents tab
Moving a file between folders in the contact documents tab
Adding tags to files in the contact documents tab
Sending a file from the contact documents tab via email
Viewing document properties of a file in the contact documents tab
Actions available for files in the contact documents tab
Using 'Lock' in the contact documents tab
Deleting a file in the contact documents tab
Version control actions for documents in the contact documents tab
Checking out a file from the contact documents tab
Cancelling check out for a document in the contact documents tab
Check-in a file from the contact documents tab
Uploading a new version in the contact documents tab
Requesting a check-in for a document in the contact documents tab
Rolling back to a previous version for files in the contact document tab
Searching documents in the contact document tab
Filtering documents in the contact documents tab
Contact bills tab overview
Contact bills tab
Searching in the contact bills tab
Filtering in the contact bills tab
Contact invoices overview
Contact bills tab
Searching in the contact bills tab
Filtering in the contact bills tab
Contact invoices tab overview
Contact invoice tab
Deleting a draft invoice from the contact invoices tab
Searching in the contact invoice tab
Filtering the contact invoices tab
Contact projects tab overview
Contact projects tab
Adding a contact to the contact projects tab
Filter and search in the project contacts tab
Contact personnel tab overview
Adding a new personnel to the contact personnel tab
Opening a personnel contact tab
Changing the personnel status in the contact personnel tab
Deleting personnel in the contact personnel tab
Filter and search in the contact personnel tab
Contact details overview
Updating details in the contact details tab
Changing the contact status in contact details
Converting the contact type
Exporting contact details to Excel
Read-only view actions for contact details
Contacts
Creating a new company contact
Creating a new individual contact
Creating new personnel contact
Updating the details of a contact
Deleting a contact
Making a contact inactive
Using list view for contacts
Filter and search for contacts
Using accounting add-ons with contacts