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Product Help & Support (Updated)
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

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.