Product Help and Support
Find information on all core Synergy features
159 articles
- 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
- Reading your Analytics and Analytics Plus Dashboards in SynergyUnderstanding the Synergy Analytics dashboards.
- 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
- Understanding Business Intelligence in Synergy
- Dashboard Reports - Project ProfitEverything you need to know about the project profit dashboard report
- Synergy Insights - Business DashboardSynergy Insights - 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 Insights - Projects DashboardSynergy Insights - Projects dashboard
- Synergy Insights - Resources DashboardSynergy Insights - Resource dashboard
- Synergy Insights - Sales DashboardSynergy Insights - Sales dashboard
- Synergy Insights - Financials DashboardSynergy Insights - Financials dashboard
- Dashboard Reports - Recent ContactsDetails on the Recent Contacts dashboard widget
- Synergy Insights OverviewInsights dashboard overview
- Timesheet Reports OverviewOverview of the onscreen reports available via the timesheet module
- Incomplete timesheets OverviewEverything you need to know about incomplete timesheet weeks
- Overtime Rates OverviewEverything you need to know about overtime rates
- Setting a Timesheet Lock DateSetting a date to limit transaction entry.
- 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 ProjectCreating a new Project (Billable and Non Billable)
- 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.
- Apply a Template to an Existing ProjectHow to add a template to an existing project.
- Update stage start and end dates on the schedule pageHow to change stage start and end dates on the project schedule
- Exporting the Project ScheduleHow to export a project schedule
- Change the Project OfficeEdit the project office, change the project office, project offices
- Why can’t I see my to-dos in the schedule?Can't see to-do's in the schedule, missing to-dos from the project schedule
- 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
- Updating Stage or Task ProgressThis article explains updating the progress on a stage or task
- 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
- Changing Project and Stage StatusesHow to change project and stage statuses
- Project Contacts OverviewEverything you need to know about project contacts
- 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.
- Project Milestones OverviewMilestones, Project Milestones
- Work Breakdown Overview
- Project Breakdown OverviewLearn how to utilise the Project Breakdown to manage your project.
- Project PortfolioA single view of every project you’re responsible for, prioritised by real project health and the data you need to see.
- 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.
- 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/salutations.
- Merging Contacts in SynergyMerging Company Contacts
- Exporting Contact Details to ExcelThis article explains how to export contact details in Synergy into Excel.
- Contact Projects OverviewAn Overview of the contact projects tab
- Contact Status OverviewContact statuses and how to manage them
- Contacts OverviewAn Overview of contacts in Synergy. Contact types, statuses, searching and filtering, and deleting.
- Contact Folder Template OverviewConfigure your contact folder template the way you want it.
- Contact DocumentsLearn about contact documents - create and upload.
- How do I view inactive staffFinding inactive members of staff
- Staff Calendarhow to add hours into staff calendar, adding hours into calendar
- Staff File vs. User ProfileUnderstanding the difference between the staff file and user profile.
- How to Set Up Two-Factor AuthenticationTwo factor authentication for staff
- Staff OverviewEverything you need to know about managing staff in Synergy.
- Staff Projects OverviewEverything you need to know about the staff projects list
- Staff Rates OverviewEverything you need to know about staff rates
- Managing Your Staff ListEverything 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.
- Teams OverviewEverything you need to know about how to use and manage staff Teams
- 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
- 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
- Staff Notes OverviewEverything you need to know about staff notes (with and without HR).
- Notes OverviewEverything you need to know about notes
- Navigating to 'My Notes'Navigate to your notes in Synergy.
- Filters on the Planning BoardsEverything you need to know about filtering the planning boards.
- Project Schedule: Resourcing OverviewResourcing, Schedule
- Project Schedule OverviewProject schedule, Schedule Overview
- Planning Mode and Delivery ModeThe difference between planning mode and delivery mode in projects
Reports
Articles explaining more about how to utilise Reporting in Synergy.
- Reports OverviewUse standard reports, customise them, and navigate the reports page
- How Do I Run a Report?How to run a report in Synergy
- Creating a Custom ReportOverview of creating new reports, including merge duplicate rows and expressions
- 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
- Export Report Layout for SupportDownloading a Report Layout
- Adding Additional Staff to the PortalHow to add additional staff to the portal
- Sharing Project Documents in the PortalSharing documents and transmittals
- Giving Portal Access to an Existing ContactHow to provide existing project contacts with portal access
- Project Portal OverviewEverything you need to know about the Project Portal.
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
- Document Template FAQsWhat might happen if your template runs over two pages