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Product Help & Support (Updated)
Find information on all core Synergy features
123 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 ProfitsEverything 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 Analytics overviewSynergy Analytics dashboards
Synergy dashboard 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
How to enter site inspectionsEntering site inspections to the timesheet
Overtime rates overviewEverything you need to know about overtime rates
Timesheet submit messageTimesheet submit message: Q+A
How to delete a timesheet entryDelete a timesheet entry
How to add time using timesheet historyAdd timesheets using the timesheet history tab
Incomplete timesheets overviewEverything you need to know about incomplete timesheet weeks
Timesheet reports overviewOverview of the onscreen reports available via the timesheet module
Bulk approve timesheetsHow do I bulk approve timesheets?
Rate error message on timesheetTimesheets could not be approved because rates are not assigned to staff
How to Submit Timesheets for ApprovalSubmitting Timesheets for Approval
Adding Timesheets for Another Member of StaffUse this article to learn how to add timesheets on behalf of another member of staff.
Timesheets overviewTimesheets. Timesheet overview.
How do I set the timesheet lock date?Setting a date to limit transaction entry.
How to Edit TimesheetsHow can I edit or update timesheets
The Timesheet LeaderboardEverything you need to know about the timesheet leaderboard
Pending timesheet approvalsCheck which staff have timesheets pending approval
Timesheet approvals overviewTimesheet approvals overview
TimersEverything you need to know about Timers and how to use them.
Timesheet approval chatHow to communicate efficiently around timesheet entries, cash and travel expenses with Timesheet approvals turned on.
Timesheet auto-approvalsHow to set up auto-approvals for timesheets
Update stage or task progressThis article explains updating the progress on a stage or task
How do I adjust the number of hours for a staff member in the schedule?Change staff allocated hours in project schedule
Managing active contractorsHow to manage contractors in your organisation
Why can't I select a role when adding staff to a project?What to do when you are unable to select the desired role for a staff or project contact
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-bill?A detailed guide to generating a pre-bill invoice in Synergy
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 invoice?How 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
Multi currency invoicingHow to create a currency and invoice in it. Invoicing in multi currency.
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 invoice?A guide for cancelling an invoice
Returning transactions to WIPHow to remove a transaction from an invoice without cancelling the invoice.
Staff timesheet rateshow to set staff rates, what rates can staff use in timesheets
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 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
How to set up two-factor authenticationTwo factor authentication for staff
How to add staff to a team?Adding staff to a team
How to edit a Team's description and NameEdit team description, Edit team name
How to set a team as defaultHow to set a team as the default team
Staff OverviewEverything you need to know about managing staff in Synergy.
Staff teams - OverviewEverything you need to know about how to use and manage staff Teams.
Staff calendar OverviewEverything you need to know about the staff calendar
Staff Projects OverviewEverything you need to know about staff projects
Staff rates OverviewEverything you need to know about staff rates
Managing your staff listEverything you need to know about managing your staff register
How do I 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.
How to add a start date to a to-doAdding a start date to a to-do in the project schedule
How do I assign a staff member to a to-do in the schedule?How to assign to-dos in the schedule
Staff NotesEverything you need to know about staff notes
How to add a To-do to a noteSteps by step instructions on adding a To-do to a note.
How do I add a due date to a to-do in the schedule?Adding a due date to a to-do in the project schedule
What are the different colours in my to-do list?Coloured to-dos on the kanban
How to mark a to-do as complete in the Kanban boardHow do I mark a to-do complete in the Kanban board
How do I add a to-do in the Kanban board?Create to-dos in the kanban board
Staff notes overview.Everything you need to know about staff notes (with and without HR).
Notes overviewEverything you need to know about notes
How do I assign a staff member to a to-do in the Kanban board?How to assign staff to a to-do via the Kanban board
How to create a note against a projectCreating project notes
How to navigate to 'My Notes'Navigate to your notes in Synergy.
Reports
Articles explaining more about how to utilise Reporting in Synergy.
Synergy Reports Q&A GroupEverything you need to know about the Reports Q&A Group - your new place for non-critical questions.
Report filtersMore information on how to filter your synergy reports
How do I export a report?Exporting a report to PDF or Excel, for use outside of Synergy
Document Templates
Everything you need to know about Document Templates.
Limitations of 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?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?
How to convert a past invoice into an invoice templateCreate a personalised invoice document template