Product Help and Support
Find information on all core Synergy features
175 articles
Reading your Analytics and Analytics Plus Dashboards in Synergy
Understanding Business Intelligence in Synergy
Dashboard Reports - Hours by projectDetails of the Hours by Project dashboard widget
Dashboard Reports - Staff membersDetails on the Staff Members dashboard widget
Dashboard Reports - NotesDetails on the Notes dashboard widget
Dashboard Reports - Win/LossDetails about the Win/Loss dashboard widget
Dashboard Reports - Budget vs ActualDetails on the Budget vs Actual dashboard widget
Dashboard Reports - Recent ChatsEverything you need to know about the recent chats dashboard report
Dashboard Reports - Monthly Invoice TotalsEverything you need to know about the monthly invoice totals dashboard report
Dashboard Reports - Project ProfitEverything you need to know about the project profit dashboard report
Synergy Analytics - Business DashboardSynergy analytics - Business dashboard
Dashboard Reports - UtilisationEverything you need to know about the utilisation dashboard report
Tasks, To-do's and Recent ProjectsExplaining the tasks, to-do's and recent projects dashboard widgets.
Dashboard Reports - Transaction MarkupEverything you need to know about the transaction mark up dashboard report
Dashboard Reports - Aged DebtorsEverything you need to know about the Aged Debtors dashboard report
Dashboard Reports - Aged WIPEverything you need to know about Aged WIP
Dashboard Reports - Missing TimesheetsEverything you need to know about the missing timesheets dashboard report
Synergy Dashboard Security OverviewSynergy dashboard Overview
Synergy Analytics - Projects DashboardSynergy analytics - Projects dashboard
Synergy Analytics - People DashboardSynergy analytics - People dashboard
Synergy Analytics - Sales DashboardSynergy analytics - Sales dashboard
Synergy Analytics - Finance DashboardSynergy analytics - Finance dashboard
Dashboard Reports - Recent ContactsDetails on the Recent Contacts dashboard widget
Adding Timesheets for Another Member of StaffUse this article to learn how to add timesheets on behalf of another member of staff.
Rate Error Message on TimesheetsTimesheets could not be approved because rates are not assigned to staff
Submitting Timesheets for ApprovalSubmitting Timesheets for Approval
Timesheet Reports OverviewOverview of the onscreen reports available via the timesheet module
Bulk Approving TimesheetsHow do I bulk approve timesheets?
Entering Site InspectionsEntering site inspections to the timesheet
Incomplete Timesheets OverviewEverything you need to know about incomplete timesheet weeks
Adding Stages or Tasks to a Project from the Timesheets PageQuick add stages and tasks from the timesheet screen
Add Time Using Timesheet HistoryAdd timesheets using the timesheet history tab
Deleting a Timesheet EntryDelete a timesheet entry
Overtime Rates OverviewEverything you need to know about overtime rates
Timesheets OverviewTimesheets. Timesheet Overview.
Setting a Timesheet Lock DateSetting a date to limit transaction entry.
Editing TimesheetsHow can I edit or update timesheets
The Timesheet LeaderboardEverything you need to know about the timesheet leaderboard
Timesheet Approvals OverviewTimesheet approvals Overview
Timers OverviewEverything you need to know about Timers and how to use them.
Copy TimesheetsHow to copy a timesheet week within the last 3 months.
Creating a New Billable ProjectHow to create a new billable project
Creating a New Non-Billable ProjectHow to create a new non-billable project
Check-out and Check-in FilesAll you need to know about how to Check-out and Check-in project files and documents.
Archiving and Deleting ProjectsHow to archive a project or delete it from Synergy
Projects and the Security MatrixEverything you need to know about the security matrix and projects.
Fee Types OverviewAll fee types available in Synergy
Apply a Template to an Existing ProjectHow to add a template to an existing project.
Sending a Document as an EmailSending files from Synergy via your email is simple! Here's how:
Exporting the Project ScheduleHow to export a project schedule
Change the Project OfficeEdit the project office, change the project office, project offices
Applying a Template to a New ProjectThis article explains how to apply a template to a new project
Task CommentsAdding, viewing and editing task comments
Approving WIP in the Transaction ScreenLearn how to approve WIP whilst in the transactions screen.
Stage Management OverviewManaging your project stages within Synergy
Re-Sending a Share Email for Project DocumentsHow to re-send a share email
File Versions OverviewEverything you need to know about file versions
Updating Stage or Task ProgressThis article explains updating the progress on a stage or task
Adding Staff to ProjectsHow to add project contacts
Milestone Report OverviewHow to get an Overview of all milestones on a project
Project Details Page OverviewFeatures in the Project Details page
Editing the Project ManagerFind out how to change the project manager of an existing project.
Delete a Project StageHow to delete a stage
Editing the Work BreakdownHow to edit, add and delete phases, stages and tasks.
Project Invoices FolderAutomatically stores documents related to invoices and credits.
Actions Available for Files in the Project Document RegisterAll editing options for files in the Document Register
Changing Project and Stage StatusesHow to change project and stage statuses
Uploading a New File RevisionThis article explains how to upload a new version of a document
Project Contacts OverviewEverything you need to know about project contacts
Why Can’t I Select a Role When Adding Staff or Contacts to a ProjectWhat to do when you are unable to select the desired role for a staff or project contact
Bulk Assign ResourcesBulk assign resources from project schedule
Restrict to Stage-Specific Tasks for TimesheetsAllowing staff to log time against company wide standard tasks
Creating a Proposal DocumentThis article explains how to create proposal document in Total Synergy.
Standard Project TasksCreating and editing standard project tasks
Project Templates OverviewWhat are project templates and how to create them?
Office ID RequiredError, Office ID Error, Office ID Required error
Likelihood PercentagesEverything you need to know about Likelihood percentages
Project FAQsProjects Q&A
Project Rates OverviewProject rates, Stage rates
Project Structure OverviewThis article will explain the project structure Overview
Project Permissions (by team)Project permissions
Customisable ColumnsCreate custom views for Project lists.
Invoice ApprovalsWorkflow for approving invoices
Credits OverviewAn Overview of the different credits available in Synergy, why they're used, and what they do
Pre-Bill OverviewEverything you need to know about pre-billing.
Invoice PaymentsDifferent methods of applying payments to invoices in Synergy, how to remove/reverse/delete a payment
How to Generate a Pre-BillA detailed guide to generating a pre-bill invoice in Synergy
Actions Available for Credit Note DocumentsWhat you can do in credit note documents
Drafting a Credit NoteHow to create a draft credit note before finalising it
How to Reverse a Credit NoteHow to reverse, undo, remove, delete, a credit applied to an invoice
How to Write Off an Invoice?What you need to know when writing off an invoice
Invoice CalculationsHow values on invoices are calculated when using mark up and mark down methods.
How to Delete an InvoiceHow to delete an invoice once it's been cancelled.
Invoice and Credit Notes Security MatrixEach user level and their level of access to Invoices and Credit Notes
Modifying Invoice Numbers and DatesModify the invoice prefix, number and/or date
Project Invoices OverviewEverything you need to know about Project Invoices.
Post-Billing OverviewPost-billing Overview. Everything you need to know about post-billing.
Pre-Invoicing ChecklistEverything you need to check before raising an invoice
Credit Return to WIPHow to credit return to WIP. Return invoiced transactions to WIP.
Adding Discount to an InvoiceHow to add discount to an invoice
How to Cancel an InvoiceA guide for cancelling an invoice
Returning Transactions to WIPHow to remove a transaction from an invoice without cancelling the invoice.
Automated Finalising & Sending InvoicesDescribes the process of bulk finalising and bulk sending of invoices in Synergy.
How to Cancel and Delete an InvoiceSteps on cancelling and deleting an invoice.
Automatic Payment RemindersCreate and schedule invoice payment reminders to automatically follow up unpaid invoices.
Payment Applications OverviewPayment application workflows in Synergy
Contact Titles OverviewHow to create and assign contact titles
Merging Contacts in SynergyMerging Company Contacts
Exporting Contact Details to ExcelThis article explains how to export contact details in Synergy into Excel.
Contact Projects Tab OverviewAn Overview of the contact projects tab
Contact Status OverviewContact statuses and how to manage them
Viewing Inactive StaffFinding inactive members of staff
Staff Calendar Overviewhow to add hours into staff calendar, adding hours into calendar
Staff File vs. User Profiledifference between staff and user profile, what is user profile, what is staff profile
Changing Your Usernamehow to change my username, can I change my username
Setting Up Two-Factor AuthenticationTwo factor authentication for staff
Staff OverviewEverything you need to know about managing staff in Synergy.
Teams OverviewEverything you need to know about how to use and manage staff Teams.
Staff Projects OverviewEverything you need to know about the staff projects list
Staff Rates OverviewEverything you need to know about staff rates
Staff List OverviewEverything you need to know about managing your staff register
Make a Staff Member Inactive / Active AgainHow to make a staff member inactive and active again and increase or decrease license count.
Staff Documents OverviewOverview of Staff documents, everything you need to know.
Adding a Start Date to a To-DoAdding a start date to a to-do in the project schedule
Assigning a Staff Member to a To-Do in the ScheduleHow to assign to-dos in the schedule
Staff NotesEverything you need to know about staff notes
Adding a To-Do to a NoteSteps by step instructions on adding a To-do to a note.
Adding a Due Date to a To-Do in the ScheduleAdding a due date to a to-do in the project schedule
What Do the Different Colours in My To-Do List Mean?Coloured to-dos on the kanban
Marking a To-Do as Complete in the Kanban BoardHow do I mark a to-do complete in the Kanban board
Adding a To-Do to the Kanban BoardCreate to-dos in the kanban board
Staff Notes OverviewEverything you need to know about staff notes (with and without HR).
Notes OverviewEverything you need to know about notes
Assigning a Staff Member to a To-Do in the Kanban BoardHow to assign staff to a to-do via the Kanban board
Creating a Note on a ProjectCreating project notes
Navigating to 'My Notes'Navigate to your notes in Synergy.
Reports
Articles explaining more about how to utilise Reporting in Synergy.
Report FiltersMore information on how to filter your synergy reports
How to Export a ReportExporting a report to PDF or Excel, for use outside of Synergy
Reports - Expressions & IIF FunctionsHow to get around the divide by zero error in reporting
Downloading a Report LayoutHow to download a report layout
Export Report Layout for SupportDownload report layout
Document Templates
Everything you need to know about Document Templates.
Limitations of Document TemplatesLimitations with document templates
Can I Delete a Document Template?How to delete a document template. Delete document template.
How Do I Add a Logo to a Template?Adding a logo to a docment template.
Template Tables ExplainedEverything you need to know about tables in Document templates.
Basic Editing in Document TemplatesDownloading and editing templates.
Utilising Default TemplatesHow default templates work in Synergy.
How Do I Use C/O in Invoice Templates?How to use Care/of (C/O) in invoice templates
Editing Tables in Document TemplatesHow to edit tables in document templates.
Setting a Default Document TemplateHow to set a default template.
Exporting and Importing TemplatesHow to export and import your document template in Synergy.
Bookmarks in Document TemplatesWhat are bookmarks and how do they work?
Create a Copy of an Existing Document TemplateHow to create a copy of an existing document template
Troubleshooting Document Template TablesThe information isn't appearing correctly in my document template table
Converting a Past Invoice into an Invoice TemplateCreate a personalised invoice document template
How to Set Up Multi-CurrencySteps to add foreign currencies to your Synergy Organisation
Multi Currency and ConnectMulti currency compatibility with Connect options
Multi-Currency OverviewEverything you need to know about multi currency in Synergy
Setting Up Multi-Currency Document TemplatesForeign currency bookmarks in document templates