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Getting Started (Updated)
All of the knowledge you need to know to get started in Synergy.
105 articles
Total Synergy SupportHow to contact us, how Support works, and who you're talking to on the other end of the screen.
Feature requests in the CommunityEverything you need to know about logging your Feature Request in our Community, including the Upvoting process.
Community Overview + Profile SetupTotal Synergy Community Overview and Setup
GDPR - Data Protection GuideEverything you need to know
Synergy Cloud ArchitectureEverything you need to know about Security, Network and Browser requirements and more.
Product edition featuresAvailable modules by subscription
How do I update my user profile?How 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!
New Starter's GuideUse this article to learn the basics of Synergy as a new starter in your Organisation.
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.
Navigating SynergyA quick guide to help you find your way around Synergy
Email NotificationsHow to manage your notifications in Synergy
Redirection ErrorsHow to resolve redirection errors when attempting to access the Sample Organisation
How do I manage my social logins?How to manage your social logins from your user profile, including adding or removal of additional email addresses.
Global SearchThis article explains the global search function in Synergy
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
System Administrator GuideHow to use Synergy
How to add or edit office detailsHow to set up office details
Using Custom FontsHow to use custom fonts for document templates
Using Custom Project StatusesHow to use project custom statuses.
Custom FieldsCreating and Using Custom Fields
Project numbersSetting up and editing project numbers
Invoice numbersHow to set up your invoice number prefixes
NotificationsHow to view notifications.
Credit note numbersHow to set up your credit number prefixes
How do I change my Logo?How to change your company's Synergy(app), invoice, document, and report logo in Synergy.
Custom Field updaterBulk update custom fields in your Synergy organisation
Excel Import with Multi-OfficeUsing Excel Import with Multi-Office
MYOB ARL contacts importHow to import contacts from MYOB ARL into Synergy
QBO contacts importHow to import contacts from QBO into Synergy
How to Import 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.
How to Import Project FinancialsProject Financials are the second of two steps to get your project data up and running in Synergy.
How to Import 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.
How to Import ProjectsProject Details are the first of two steps to get your project data up and running in Synergy, the other is Importing Project Financials.
How to Import Contacts (MS Excel)Contacts include project relevant companies & people. This step creates profiles that must exist before importing project data, like clients
Project and Stage specific ratesHow to set up Project and Stage specific rates, and why you might want to.
Undo a rate change (rollback rates)How to rollback rate changes
Standard cost calculationsHow are standard costs calculated?
Expense Types and Account codesAn overview of what Expense Types are in Synergy.
Setting up your financial controlsHow to set up your financial controls
Payment TypesAn overview of Payment types in Synergy
Rates and Rate GroupsCreating and using rates, rate groups, the different types of rates and all the available actions with each.
Cost centresAn overview of Cost centres in Synergy.
DisciplinesAn overview of Disciplines in Synergy
Setting up your default ratesHow to set your default rate group
What is a standard rate?Learn more about standard rates and their use.
Standard Rate Group FAQThe use of Standard Rates and why you can't delete them.
How to add 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?
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
Set up Multi-OfficeEverything you need to know about Multi-Office and setting up 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
How to use timersStarting and using a new timer
How to enter travel expensesEnter a travel expense. Entering travel expenses
How to enter cash expensesHow to enter cash expenses, including supported file types for receipts.
How to enter time against the internal projectEnter time against the internal project. Add leave against the internal project.
How to enter a timesheetEnter a timesheet. Use timesheet history. Enter timesheets using timers
What is unearned income?Defining Unearned Income/Unearned Revenue
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 see my unearned income prior to activating the change?Checking unearned income on projects
How do I import projects from my accounting system?Setting up unearned income for a new organisation
How often should I assess the unearned income?Keeping unearned income up to date
Can I check my transactions per account?Reporting on liability accounts for unearned income.
Can I check the last updated date on a draft invoice?Checking stage complete % whilst drafting an invoice
What is the opening balance?Defining the opening balance
Can I credit a client for work in the future?Can I apply credits before sending an invoice?
How to create a Staff Document from Document TemplatesLearn how to create a staff document from the document templates.
How to create a Contact Documents & LettersLearn how to create a Document or Letter for a Contact.
Creating Project Documents from a templateLearn how to create project documents for a specific project, using your document templates.
Project DocumentsEverything you need to know about project documents, the folders and file options.
How to share project documents (Project Portal)Learn how to share project documents using the Portal and transmittals.