Organisational Set up
Initial set-up steps for your Organisation.
13 articles
- Adding or Editing Office DetailsHow to set up office details
- Using Custom FontsHow to use custom fonts for document templates
- Project Status OverviewHow to use project custom statuses.
- Custom Fields OverviewCreating and Using Custom Fields
- Project Numbers OverviewSetting up and editing project numbers
- Invoice Numbers OverviewHow to set up your invoice number prefixes
- NotificationsHow to view notifications.
- Credit Note Numbers OverviewHow to set up your credit number prefixes
- Changing Your LogoHow to change your company's Synergy(app), invoice, document, and report logo in Synergy.
- Custom Security Access LevelsHow to create custom Security Access Levels.
- Payment Application Number
- Save and Load FilteringHow to create, save and load filters across Synergy
- Internal Project - Stages and TasksHow to configure the Internal Project's Stages and Tasks for non-billable office tasks.