Getting Started
All of the knowledge you need to know to get started in Synergy.
97 articles
Organisational Set up
Initial set-up steps for your Organisation.
- Adding or Editing Office DetailsHow to set up office details
- Using Custom FontsHow to use custom fonts for document templates
- Project Status OverviewHow to use project custom statuses.
- Custom Fields OverviewCreating and Using Custom Fields
- Project Numbers OverviewSetting up and editing project numbers
- Invoice Numbers OverviewHow to set up your invoice number prefixes
- NotificationsHow to view notifications.
- Credit Note Numbers OverviewHow to set up your credit number prefixes
- Changing Your LogoHow to change your company's Synergy(app), invoice, document, and report logo in Synergy.
- Custom Security Access LevelsHow to create custom Security Access Levels.
- Payment Application Number
- Save and Load FilteringHow to create, save and load filters across Synergy
- Internal Project - Stages and TasksHow to configure the Internal Project's Stages and Tasks for non-billable office tasks.
- Project TypesCreating a project type and updating group projects
Data Imports
How to Import your data into Total Synergy.
- Importing Staff RecordsAdding Staff is the first big step forward, it covers all of the business-relevant information about the people who work for your company.
- Importing ContactsContacts include project relevant companies & people. This step creates profiles that must exist before importing project data, like clients
- Importing Projects and Project ContactsProject Details are the first of two steps to get your project data up and running in Synergy, the other is Importing Project Financials.
- Importing Project Financials (Project Breakdown)Project Financials are the second of two steps to get your project data up and running in Synergy.
- Importing WIPHow to use the WIP Import spreadsheet to import un-invoiced time and expenses - this builds the transaction-level data used for invoicing.
- Custom Field Updater OverviewBulk update custom fields in your Synergy organisation
- Excel Import with Multi-OfficeUsing Excel Import with Multi-Office
- MYOB Contacts ImportHow to import contacts from MYOB into Synergy
- QBO Contacts ImportHow to import contacts from QBO into Synergy
- Importing Invoice PaymentsImport the payment of Invoices and Bills in bulk. Only use this payment import if it is not selected in the connect to accounting feature.
- Importing InvoicesHow to fill out the Invoices import template
Support
Total Synergy Support information, how to use Feedback Forum and technical information about Total Synergy.
- Total Synergy SupportHow to contact us, how Support works, and who you're talking to on the other end of the screen.
- Submitting Ideas in the Feedback ForumContributing to Total Synergy with your ideas.
- GDPR - Data Protection GuideEverything you need to know
- Synergy Cloud ArchitectureEverything you need to know about Security, Network and Browser requirements and more.
- Synergy CookiesEverything you need to know about Cookies for Synergy.
- Product Edition FeaturesAvailable modules by subscription
- Updating Your User ProfileHow to get to your Synergy Profile to update profile image, contact details, and link email address.
- Changing Product EditionsHow to upgrade/downgrade/switch product levels of Synergy
- What Happens When Payment Fails?What to do if your payment doesn't go through
- Updating Credit Card DetailsHow to change your credit card stored in Synergy
- Subscription ManagementHow to manage your subscription, enable Add-Ons, purchase storage and more!
- Account OwnerEverything you need to know about being your Synergy account owner
- What is Synergy?An Overview of what Synergy is, who it is for, and what it can do for your organisation.
- Redirection ErrorsHow to resolve redirection errors when attempting to access the Sample Organisation
- Managing Your Social LoginsHow to manage your social logins from your user profile, including adding or removal of additional email addresses.
- Subscription PaymentsThis article explains how to manage subscription payments
- Organisation ListThis article will explain how to view all of your organisations in Synergy.
- Enabling Add-OnsThis article will explain in steps how to enable addons in your Synergy account
- Viewing Subscription InvoicesThis article will explain how to view your subscription invoice and how to export payment history.
- Password and Login FAQsReset password, Forgot password, Login
- Changing Your Usernamehow to change my username, can I change my username
- Logging in using Office 365How to log into Synergy if your Organisation uses Active Directory authorisation.
- Simple Billing, Same PriceChanges to billing processes
- Improved Top NavigationDetailed breakdown of the changes made to the Top Navigation in Synergy.
- Adding a New Staff MemberHow to add a new staff member
- Setting Up Your Staff RatesSetting up staff rates, updating and adding new staff rates, summary and rate history.
- Setting Up Your Staff CostsHow to set up and configure your staff costs.
- Staff Folder Template OverviewConfigure your Staff Folder template
- Adding Tables into Document TemplatesHow to add tables into document templates?
- Project Folder Templates OverviewWhat are project folder templates
- Budgets in Project TemplatesSetting up budgets in your project templates
- Project Schedule in Project TemplatesEditing the schedule page of project templates
- Invoice Email TemplatesHow to customise and utilise custom email templates that are sent with invoices sent from Synergy.
- Multi-Office ReportsMulti Office Reports Available
- Bookmarks in Multi OfficeHow to use multi office bookmarks for document templates
- Filtering by Multi OfficeHow to filter by multi office
- Staff in Multi OfficeAssigning Staff to Offices
- Multi Office and Team BuilderHow to use multi office in team builder
- Project Numbering in Multi OfficeHow to use multi-office in custom project, invoice and credit note numbering
- Projects in Multi-OfficeAssigning projects to a different office, when you have Multi-Office set up
- Cash and Travel ExpensesHow to enter cash and travel expenses, including supported file types for receipts.
- Timesheets OverviewEnter a timesheet. Use timesheet history. Enter timesheets using timers
- Timesheets OverviewLearn the ways in which you can add time to your timesheet, then edit, delete, and report on them.
- Adding an Office ExpenseGuide on creating an office expense
- Creating and Disbursing a BillGuide to creating a bill and disbursing it to a project
- Crediting an InvoiceHow to credit an invoice, creating a credit
- Cancellations and Credits in Foreign CurrenciesHow to cancel or add credit notes to foreign currency invoices
- What Happens When I Activate the Unearned Income Feature?Explaining Unearned Income transactions
- How Do I Use the Unearned Income Feature?Enabling Unearned Income
- What Does a Typical Unearned Income Transaction Look Like?Unearned income transactions
- Can I View My Unearned Income Before Activating the Change?Checking unearned income on projects
- Can I Check My Transactions per Account?Reporting on liability accounts for unearned income.
- Checking When a Draft Invoice was Last UpdatedChecking stage complete % whilst drafting an invoice
- Rolling Back a Rate ChangeHow to rollback rate changes
- Project and Stage specific ratesHow to set up Project and Stage specific rates, and why you might want to.
- Standard Cost CalculationsHow are standard costs calculated?
- Expense TypesAn Overview of what Expense Types are in Synergy.
- Financial Controls OverviewHow to set up your financial controls
- Payment Types OverviewAn Overview of Payment types in Synergy
- Cost Centres OverviewAn Overview of Cost centres in Synergy.
- Rates and Rate GroupsCreating and using rates, rate groups, the different types of rates and all the available actions with each.
- Disciplines OverviewAn Overview of Disciplines in Synergy
- Setting Up Your Default RatesHow to set your default rate group
- Standard RatesLearn more about standard rates and their use.
- Standard Rate Group FAQThe use of Standard Rates and why you can't delete them.
- Adding ContactsA how-to in adding new contacts to your organisation. This includes company, personnel and individual contacts.
- Editing ContactsHow to edit a company, personnel or individual contact in Synergy.
- How to Import Contacts from your accounting software (Xero, MYOB or QBO)This feature is a fast way to import your contacts directly from your accounting software. But is it the best way for you?
- Personnel OverviewPersonnel, Contacts, Add Personnel