9 articles
Approving WIP in the transaction screenLearn how to approve WIP whilst in the transactions screen.
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
WIP TransferHow to do a WIP transfer in Synergy.
Transaction Write-offsHow to write-off, and undo write-off on Transactions.
Adding & Editing Write-off Reason Codes.Create, edit, and delete reason codes for Write-offs.
Project Transactions OverviewEverything you need to know about Project Transactions page, WIP approvals, transfer, split, and exporting data.