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Product Help and Support
Product Help and Support

Find information on all core Synergy features

167 articles
Export Report layout for Support help

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

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

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
Fee Types OverviewAll fee types available in Synergy
Apply a template to an existing projectHow to add a template to an existing project.
Project Schedule ExportHow to export a project schedule
How to change the office on a projectEdit 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
Approving WIP in the transaction screenLearn how to approve WIP whilst in the transactions screen.
Stage ManagementManaging your project stages within Synergy
Update stage or task progressThis article explains updating the progress on a stage or task
Adding Staff to ProjectsHow to add project contacts
How to change the Project ManagerFind out how to change the project manager of an existing project.
How to delete a stageHow to delete a stage
Editing the work breakdownHow to edit, add and delete phases, stages and tasks.
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
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
Project Contacts overviewEverything you need to know about project contacts
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
How to 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.

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
How to Draft 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
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 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