# Total Synergy Knowledge Base

> Hello {{first\_name|fallback:"there"}}, you can ask a question below to find answers and tips for using Total Synergy.

## Getting Started

- [Adding or Editing Office Details](https://help.totalsynergy.com/en/articles/6230027-adding-or-editing-office-details.md): How to set up office details
- [Using Custom Fonts](https://help.totalsynergy.com/en/articles/6670063-using-custom-fonts.md): How to use custom fonts for document templates
- [Project Status Overview](https://help.totalsynergy.com/en/articles/6670114-project-status-overview.md): How to use project custom statuses.
- [Custom Fields Overview](https://help.totalsynergy.com/en/articles/6703851-custom-fields-overview.md): Creating and Using Custom Fields
- [Project Numbers Overview](https://help.totalsynergy.com/en/articles/6230124-project-numbers-overview.md): Setting up and editing project numbers
- [Invoice Numbers Overview](https://help.totalsynergy.com/en/articles/6233724-invoice-numbers-overview.md): How to set up your invoice number prefixes
- [Notifications](https://help.totalsynergy.com/en/articles/6685602-notifications.md): How to view notifications.
- [Credit Note Numbers Overview](https://help.totalsynergy.com/en/articles/6233794-credit-note-numbers-overview.md): How to set up your credit number prefixes
- [Changing Your Logo](https://help.totalsynergy.com/en/articles/6203843-changing-your-logo.md): How to change your company's Synergy\(app\), invoice, document, and report logo in Synergy.
- [Custom Security Access Levels](https://help.totalsynergy.com/en/articles/8906457-custom-security-access-levels.md): How to create custom Security Access Levels.
- [Payment Application Number](https://help.totalsynergy.com/en/articles/6809958-payment-application-number.md)
- [Save and Load Filtering](https://help.totalsynergy.com/en/articles/7892967-save-and-load-filtering.md): How to create, save and load filters across Synergy
- [Importing Staff Records](https://help.totalsynergy.com/en/articles/6204582-importing-staff-records.md): Adding Staff is the first big step forward, it covers all of the business-relevant information about the people who work for your company.
- [Importing Contacts](https://help.totalsynergy.com/en/articles/6211210-importing-contacts.md): Contacts include project relevant companies & people. This step creates profiles that must exist before importing project data, like clients
- [Importing Projects and Project Contacts](https://help.totalsynergy.com/en/articles/6211211-importing-projects-and-project-contacts.md): Project Details are the first of two steps to get your project data up and running in Synergy, the other is Importing Project Financials.
- [Importing Project Financials](https://help.totalsynergy.com/en/articles/6211213-importing-project-financials.md): Project Financials are the second of two steps to get your project data up and running in Synergy.
- [Importing WIP](https://help.totalsynergy.com/en/articles/11014970-importing-wip.md): How to use the WIP Import spreadsheet to import un-invoiced time and expenses - this builds the transaction-level data used for invoicing.
- [Custom Field Updater Overview](https://help.totalsynergy.com/en/articles/6712794-custom-field-updater-overview.md): Bulk update custom fields in your Synergy organisation
- [Excel Import with Multi-Office](https://help.totalsynergy.com/en/articles/6627269-excel-import-with-multi-office.md): Using Excel Import with Multi-Office
- [MYOB Contacts Import](https://help.totalsynergy.com/en/articles/6648179-myob-contacts-import.md): How to import contacts from MYOB into Synergy
- [QBO Contacts Import](https://help.totalsynergy.com/en/articles/6692698-qbo-contacts-import.md): How to import contacts from QBO into Synergy
- [Importing Invoice Payments](https://help.totalsynergy.com/en/articles/6211216-importing-invoice-payments.md): Import the payment of Invoices and Bills in bulk. Only use this payment import if it is not selected in the connect to accounting feature.
- [Product Edition Features](https://help.totalsynergy.com/en/articles/6598991-product-edition-features.md): Available modules by subscription
- [Updating Your User Profile](https://help.totalsynergy.com/en/articles/6192806-updating-your-user-profile.md): How to get to your Synergy Profile to update profile image, contact details, and link email address.
- [Changing Product Editions](https://help.totalsynergy.com/en/articles/6588376-changing-product-editions.md): How to upgrade/downgrade/switch product levels of Synergy
- [What Happens When Payment Fails?](https://help.totalsynergy.com/en/articles/6588413-what-happens-when-payment-fails.md): What to do if your payment doesn't go through
- [Updating Credit Card Details](https://help.totalsynergy.com/en/articles/6598965-updating-credit-card-details.md): How to change your credit card stored in Synergy
- [Subscription Management](https://help.totalsynergy.com/en/articles/6230461-subscription-management.md): How to manage your subscription, enable Add-Ons, purchase storage and more!
- [Account Owner](https://help.totalsynergy.com/en/articles/6230227-account-owner.md): Everything you need to know about being your Synergy account owner
- [What is Synergy?](https://help.totalsynergy.com/en/articles/6760596-what-is-synergy.md): An Overview of what Synergy is, who it is for, and what it can do for your organisation.
- [Redirection Errors](https://help.totalsynergy.com/en/articles/6757606-redirection-errors.md): How to resolve redirection errors when attempting to access the Sample Organisation
- [Managing Your Social Logins](https://help.totalsynergy.com/en/articles/6192857-managing-your-social-logins.md): How to manage your social logins from your user profile, including adding or removal of additional email addresses.
- [Subscription Payments](https://help.totalsynergy.com/en/articles/6617767-subscription-payments.md): This article explains how to manage subscription payments
- [Organisation List](https://help.totalsynergy.com/en/articles/6588365-organisation-list.md): This article will explain how to view all of your organisations in Synergy.
- [Enabling Add-Ons](https://help.totalsynergy.com/en/articles/6569166-enabling-add-ons.md): This article will explain in steps how to enable addons in your Synergy account
- [Password and Login FAQs](https://help.totalsynergy.com/en/articles/8832760-password-and-login-faqs.md): Reset password, Forgot password, Login
- [Changing Your Username](https://help.totalsynergy.com/en/articles/6520964-changing-your-username.md): how to change my username, can I change my username
- [Logging in using Office 365](https://help.totalsynergy.com/en/articles/4447541-logging-in-using-office-365.md): How to log into Synergy if your Organisation uses Active Directory authorisation.
- [Simple Billing, Same Price](https://help.totalsynergy.com/en/articles/13049490-simple-billing-same-price.md): Changes to billing processes
- [Improved Top Navigation](https://help.totalsynergy.com/en/articles/12855613-improved-top-navigation.md): Detailed breakdown of the changes made to the Top Navigation in Synergy.
- [Adding a New Staff Member](https://help.totalsynergy.com/en/articles/6211086-adding-a-new-staff-member.md): How to add a new staff member
- [Setting Up Your Staff Rates](https://help.totalsynergy.com/en/articles/6234649-setting-up-your-staff-rates.md): Setting up staff rates, updating and adding new staff rates, summary and rate history.
- [Setting Up Your Staff Costs](https://help.totalsynergy.com/en/articles/5045514-setting-up-your-staff-costs.md): How to set up and configure your staff costs.
- [Adding Tables into Document Templates](https://help.totalsynergy.com/en/articles/6762629-adding-tables-into-document-templates.md): How to add tables into document templates?
- [Project Folder Templates Overview](https://help.totalsynergy.com/en/articles/6731057-project-folder-templates-overview.md): What are project folder templates
- [Budgets in Project Templates](https://help.totalsynergy.com/en/articles/6826080-budgets-in-project-templates.md): Setting up budgets in your project templates
- [Project Schedule in Project Templates](https://help.totalsynergy.com/en/articles/6843634-project-schedule-in-project-templates.md): Editing the schedule page of project templates
- [Invoice Email Templates](https://help.totalsynergy.com/en/articles/12111971-invoice-email-templates.md): How to customise and utilise custom email templates that are sent with invoices sent from Synergy.
- [Multi-Office Reports](https://help.totalsynergy.com/en/articles/6598985-multi-office-reports.md): Multi Office Reports Available
- [Bookmarks in Multi Office](https://help.totalsynergy.com/en/articles/6617930-bookmarks-in-multi-office.md): How to use multi office bookmarks for document templates
- [Filtering by Multi Office](https://help.totalsynergy.com/en/articles/6638722-filtering-by-multi-office.md): How to filter by multi office
- [Staff in Multi Office](https://help.totalsynergy.com/en/articles/6627265-staff-in-multi-office.md): Assigning Staff to Offices
- [Multi Office and Team Builder](https://help.totalsynergy.com/en/articles/6648195-multi-office-and-team-builder.md): How to use multi office in team builder
- [Project Numbering in Multi Office](https://help.totalsynergy.com/en/articles/6659512-project-numbering-in-multi-office.md): How to use multi-office in custom project, invoice and credit note numbering
- [Projects in Multi-Office](https://help.totalsynergy.com/en/articles/6599008-projects-in-multi-office.md): Assigning projects to a different office, when you have Multi-Office set up
- [Entering Cash Expenses](https://help.totalsynergy.com/en/articles/6228967-entering-cash-expenses.md): How to enter cash expenses, including supported file types for receipts.
- [Timesheets Overview](https://help.totalsynergy.com/en/articles/6213037-timesheets-overview.md): Enter a timesheet. Use timesheet history. Enter timesheets using timers
- [Timesheets Overview](https://help.totalsynergy.com/en/articles/11388228-timesheets-overview.md): Learn the ways in which you can add time to your timesheet, then edit, delete, and report on them.
- [Adding an Office Expense](https://help.totalsynergy.com/en/articles/6196236-adding-an-office-expense.md): Guide on creating an office expense
- [Creating and Disbursing a Bill](https://help.totalsynergy.com/en/articles/6196233-creating-and-disbursing-a-bill.md): Guide to creating a bill and disbursing it to a project
- [Crediting an Invoice](https://help.totalsynergy.com/en/articles/6196230-crediting-an-invoice.md): How to credit an invoice, creating a credit
- [Cancellations and Credits in Foreign Currencies](https://help.totalsynergy.com/en/articles/6787799-cancellations-and-credits-in-foreign-currencies.md): How to cancel or add credit notes to foreign currency invoices
- [What Happens When I Activate the Unearned Income Feature?](https://help.totalsynergy.com/en/articles/6685378-what-happens-when-i-activate-the-unearned-income-feature.md): Explaining Unearned Income transactions
- [How Do I Use the Unearned Income Feature?](https://help.totalsynergy.com/en/articles/6685390-how-do-i-use-the-unearned-income-feature.md): Enabling Unearned Income
- [What Does a Typical Unearned Income Transaction Look Like?](https://help.totalsynergy.com/en/articles/6685411-what-does-a-typical-unearned-income-transaction-look-like.md): Unearned income transactions
- [Can I View My Unearned Income Before Activating the Change?](https://help.totalsynergy.com/en/articles/6685603-can-i-view-my-unearned-income-before-activating-the-change.md): Checking unearned income on projects
- [Can I Check My Transactions per Account?](https://help.totalsynergy.com/en/articles/6685620-can-i-check-my-transactions-per-account.md): Reporting on liability accounts for unearned income.
- [Checking When a Draft Invoice was Last Updated](https://help.totalsynergy.com/en/articles/6685641-checking-when-a-draft-invoice-was-last-updated.md): Checking stage complete % whilst drafting an invoice
- [Creating Staff Documents Using Document Templates](https://help.totalsynergy.com/en/articles/6627310-creating-staff-documents-using-document-templates.md): Learn how to create a staff document from the document templates.
- [How to Create Contact Documents & Letters](https://help.totalsynergy.com/en/articles/6627267-how-to-create-contact-documents-letters.md): Learn how to create a Document or Letter for a Contact.
- [Project Documents](https://help.totalsynergy.com/en/articles/6617887-project-documents.md): Everything you need to know about project documents, the folders and file options.
- [Rolling Back a Rate Change](https://help.totalsynergy.com/en/articles/6846933-rolling-back-a-rate-change.md): How to rollback rate changes
- [Project and Stage specific rates](https://help.totalsynergy.com/en/articles/6846931-project-and-stage-specific-rates.md): How to set up Project and Stage specific rates, and why you might want to.
- [Standard Cost Calculations](https://help.totalsynergy.com/en/articles/4479071-standard-cost-calculations.md): How are standard costs calculated?
- [Expense Types and Account codes](https://help.totalsynergy.com/en/articles/6841684-expense-types-and-account-codes.md): An Overview of what Expense Types are in Synergy.
- [Financial Controls Overview](https://help.totalsynergy.com/en/articles/6234374-financial-controls-overview.md): How to set up your financial controls
- [Payment Types Overview](https://help.totalsynergy.com/en/articles/6845287-payment-types-overview.md): An Overview of Payment types in Synergy
- [Cost Centres Overview](https://help.totalsynergy.com/en/articles/6844492-cost-centres-overview.md): An Overview of Cost centres in Synergy.
- [Rates and Rate Groups](https://help.totalsynergy.com/en/articles/4476451-rates-and-rate-groups.md): Creating and using rates, rate groups, the different types of rates and all the available actions with each.
- [Disciplines Overview](https://help.totalsynergy.com/en/articles/6845290-disciplines-overview.md): An Overview of Disciplines in Synergy
- [Setting Up Your Default Rates](https://help.totalsynergy.com/en/articles/6227456-setting-up-your-default-rates.md): How to set your default rate group
- [Standard Rates](https://help.totalsynergy.com/en/articles/6588337-standard-rates.md): Learn more about standard rates and their use.
- [Standard Rate Group FAQ](https://help.totalsynergy.com/en/articles/6588317-standard-rate-group-faq.md): The use of Standard Rates and why you can't delete them.
- [Adding Contacts](https://help.totalsynergy.com/en/articles/6219872-adding-contacts.md): A how-to in adding new contacts to your organisation. This includes company, personnel and individual contacts.
- [Editing Contacts](https://help.totalsynergy.com/en/articles/6230721-editing-contacts.md): How to edit a company, personnel or individual contact in Synergy.
- [How to Import Contacts from your accounting software \(Xero, MYOB or QBO\)](https://help.totalsynergy.com/en/articles/6211224-how-to-import-contacts-from-your-accounting-software-xero-myob-or-qbo.md): This feature is a fast way to import your contacts directly from your accounting software. But is it the best way for you?
- [Personnel Overview](https://help.totalsynergy.com/en/articles/9112495-personnel-overview.md): Personnel, Contacts, Add Personnel

## Product Help and Support

- [Dashboard Reports - Hours by project](https://help.totalsynergy.com/en/articles/6634990-dashboard-reports-hours-by-project.md): Details of the Hours by Project dashboard widget
- [Dashboard Reports - Staff members](https://help.totalsynergy.com/en/articles/6635007-dashboard-reports-staff-members.md): Details on the Staff Members dashboard widget
- [Dashboard Reports - Notes](https://help.totalsynergy.com/en/articles/6635011-dashboard-reports-notes.md): Details on the Notes dashboard widget
- [Dashboard Reports - Win/Loss](https://help.totalsynergy.com/en/articles/6635034-dashboard-reports-win-loss.md): Details about the Win/Loss dashboard widget
- [Dashboard Reports - Budget vs Actual](https://help.totalsynergy.com/en/articles/6635075-dashboard-reports-budget-vs-actual.md): Details on the Budget vs Actual dashboard widget
- [Dashboard Reports - Monthly Invoice Totals](https://help.totalsynergy.com/en/articles/6681762-dashboard-reports-monthly-invoice-totals.md): Everything you need to know about the monthly invoice totals dashboard report
- [Dashboard Reports - Recent Chats](https://help.totalsynergy.com/en/articles/6685280-dashboard-reports-recent-chats.md): Everything you need to know about the recent chats dashboard report
- [Understanding Business Intelligence in Synergy](https://help.totalsynergy.com/en/articles/7153785-understanding-business-intelligence-in-synergy.md)
- [Reading your Analytics and Analytics Plus Dashboards in Synergy](https://help.totalsynergy.com/en/articles/7153793-reading-your-analytics-and-analytics-plus-dashboards-in-synergy.md): Understanding the Synergy Analytics dashboards.
- [Dashboard Reports - Project Profit](https://help.totalsynergy.com/en/articles/6580105-dashboard-reports-project-profit.md): Everything you need to know about the project profit dashboard report
- [Synergy Analytics - Business Dashboard](https://help.totalsynergy.com/en/articles/6676900-synergy-analytics-business-dashboard.md): Synergy analytics - Business dashboard
- [Dashboard Reports - Utilisation](https://help.totalsynergy.com/en/articles/6681654-dashboard-reports-utilisation.md): Everything you need to know about the utilisation dashboard report
- [Tasks, To-do's and Recent Projects](https://help.totalsynergy.com/en/articles/6748175-tasks-to-do-s-and-recent-projects.md): Explaining the tasks, to-do's and recent projects dashboard widgets.
- [Dashboard Reports - Transaction Markup](https://help.totalsynergy.com/en/articles/6579631-dashboard-reports-transaction-markup.md): Everything you need to know about the transaction mark up dashboard report
- [Dashboard Reports - Aged Debtors](https://help.totalsynergy.com/en/articles/6579579-dashboard-reports-aged-debtors.md): Everything you need to know about the Aged Debtors dashboard report
- [Dashboard Reports - Aged WIP](https://help.totalsynergy.com/en/articles/6579459-dashboard-reports-aged-wip.md): Everything you need to know about Aged WIP
- [Dashboard Reports - Missing Timesheets](https://help.totalsynergy.com/en/articles/6685303-dashboard-reports-missing-timesheets.md): Everything you need to know about the missing timesheets dashboard report
- [Synergy Dashboard Security Overview](https://help.totalsynergy.com/en/articles/6685969-synergy-dashboard-security-overview.md): Synergy dashboard Overview
- [Synergy Analytics - Projects Dashboard](https://help.totalsynergy.com/en/articles/6676962-synergy-analytics-projects-dashboard.md): Synergy analytics - Projects dashboard
- [Synergy Analytics - Resources Dashboard](https://help.totalsynergy.com/en/articles/6676949-synergy-analytics-resources-dashboard.md): Synergy analytics - Resource dashboard
- [Synergy Analytics - Financials Dashboard](https://help.totalsynergy.com/en/articles/6676901-synergy-analytics-financials-dashboard.md): Synergy analytics - Financials dashboard
- [Synergy Analytics - Sales Dashboard](https://help.totalsynergy.com/en/articles/6676942-synergy-analytics-sales-dashboard.md): Synergy analytics - Sales dashboard
- [Dashboard Reports - Recent Contacts](https://help.totalsynergy.com/en/articles/6580103-dashboard-reports-recent-contacts.md): Details on the Recent Contacts dashboard widget
- [Synergy Analytics Overview](https://help.totalsynergy.com/en/articles/11389238-synergy-analytics-overview.md): Analytics dashboard overview
- [Timesheet Reports Overview](https://help.totalsynergy.com/en/articles/6938963-timesheet-reports-overview.md): Overview of the onscreen reports available via the timesheet module
- [Incomplete timesheets Overview](https://help.totalsynergy.com/en/articles/6680303-incomplete-timesheets-overview.md): Everything you need to know about incomplete timesheet weeks
- [Overtime Rates Overview](https://help.totalsynergy.com/en/articles/6683363-overtime-rates-overview.md): Everything you need to know about overtime rates
- [Setting a Timesheet Lock Date](https://help.totalsynergy.com/en/articles/6938922-setting-a-timesheet-lock-date.md): Setting a date to limit transaction entry.
- [The Timesheet Leaderboard](https://help.totalsynergy.com/en/articles/6368693-the-timesheet-leaderboard.md): Everything you need to know about the timesheet leaderboard
- [Timesheet Approvals Overview](https://help.totalsynergy.com/en/articles/6457709-timesheet-approvals-overview.md): Timesheet approvals Overview
- [Timers Overview](https://help.totalsynergy.com/en/articles/6687575-timers-overview.md): Everything you need to know about Timers and how to use them.
- [Copy Timesheets](https://help.totalsynergy.com/en/articles/8488438-copy-timesheets.md): How to copy a timesheet week within the last 3 months.
- [Creating a New Billable Project](https://help.totalsynergy.com/en/articles/6818569-creating-a-new-billable-project.md): How to create a new billable project
- [Creating a New Non-Billable Project](https://help.totalsynergy.com/en/articles/6226992-creating-a-new-non-billable-project.md): How to create a new non-billable project
- [Archiving and Deleting Projects](https://help.totalsynergy.com/en/articles/6894850-archiving-and-deleting-projects.md): How to archive a project or delete it from Synergy
- [Projects and the Security Matrix](https://help.totalsynergy.com/en/articles/6692621-projects-and-the-security-matrix.md): Everything you need to know about the security matrix and projects.
- [Apply a Template to an Existing Project](https://help.totalsynergy.com/en/articles/6703930-apply-a-template-to-an-existing-project.md): How to add a template to an existing project.
- [Update stage start and end dates on the schedule page](https://help.totalsynergy.com/en/articles/7204931-update-stage-start-and-end-dates-on-the-schedule-page.md): How to change stage start and end dates on the project schedule
- [Exporting the Project Schedule](https://help.totalsynergy.com/en/articles/6834064-exporting-the-project-schedule.md): How to export a project schedule
- [Change the Project Office](https://help.totalsynergy.com/en/articles/6834328-change-the-project-office.md): Edit the project office, change the project office, project offices
- [Why can’t I see my to-dos in the schedule?](https://help.totalsynergy.com/en/articles/6747559-why-can-t-i-see-my-to-dos-in-the-schedule.md): Can't see to-do's in the schedule, missing to-dos from the project schedule
- [Applying a Template to a New Project](https://help.totalsynergy.com/en/articles/6713524-applying-a-template-to-a-new-project.md): This article explains how to apply a template to a new project
- [Task Comments](https://help.totalsynergy.com/en/articles/6844356-task-comments.md): Adding, viewing and editing task comments
- [Approving WIP in the Transaction Screen](https://help.totalsynergy.com/en/articles/7145168-approving-wip-in-the-transaction-screen.md): Learn how to approve WIP whilst in the transactions screen.
- [Stage Management Overview](https://help.totalsynergy.com/en/articles/6834141-stage-management-overview.md): Managing your project stages within Synergy
- [Updating Stage or Task Progress](https://help.totalsynergy.com/en/articles/6703861-updating-stage-or-task-progress.md): This article explains updating the progress on a stage or task
- [Project Details Page Overview](https://help.totalsynergy.com/en/articles/6692639-project-details-page-overview.md): Features in the Project Details page
- [Editing the Project Manager](https://help.totalsynergy.com/en/articles/6692560-editing-the-project-manager.md): Find out how to change the project manager of an existing project.
- [Delete a Project Stage](https://help.totalsynergy.com/en/articles/7033571-delete-a-project-stage.md): How to delete a stage
- [Changing Project and Stage Statuses](https://help.totalsynergy.com/en/articles/6703845-changing-project-and-stage-statuses.md): How to change project and stage statuses
- [Project Contacts Overview](https://help.totalsynergy.com/en/articles/6787841-project-contacts-overview.md): Everything you need to know about project contacts
- [Bulk Assign Resources](https://help.totalsynergy.com/en/articles/6703832-bulk-assign-resources.md): Bulk assign resources from project schedule
- [Restrict to Stage-Specific Tasks for Timesheets](https://help.totalsynergy.com/en/articles/6844409-restrict-to-stage-specific-tasks-for-timesheets.md): Allowing staff to log time against company wide standard tasks
- [Creating a Proposal Document](https://help.totalsynergy.com/en/articles/6670043-creating-a-proposal-document.md): This article explains how to create proposal document in Total Synergy.
- [Standard Project Tasks](https://help.totalsynergy.com/en/articles/6703830-standard-project-tasks.md): Creating and editing standard project tasks
- [Project Templates Overview](https://help.totalsynergy.com/en/articles/6749000-project-templates-overview.md): What are project templates and how to create them?
- [Office ID Required](https://help.totalsynergy.com/en/articles/8838694-office-id-required.md): Error, Office ID Error, Office ID Required error
- [Likelihood Percentages](https://help.totalsynergy.com/en/articles/8224256-likelihood-percentages.md): Everything you need to know about Likelihood percentages
- [Project FAQs](https://help.totalsynergy.com/en/articles/9112390-project-faqs.md): Projects Q&A
- [Project Rates Overview](https://help.totalsynergy.com/en/articles/8937089-project-rates-overview.md): Project rates, Stage rates
- [Project Structure Overview](https://help.totalsynergy.com/en/articles/6810535-project-structure-overview.md): This article will explain the project structure Overview
- [Project Permissions \(by team\)](https://help.totalsynergy.com/en/articles/6712820-project-permissions-by-team.md): Project permissions
- [Customisable Columns](https://help.totalsynergy.com/en/articles/10911272-customisable-columns.md): Create custom views for Project lists.
- [Project Milestones Overview](https://help.totalsynergy.com/en/articles/8917735-project-milestones-overview.md): Milestones, Project Milestones
- [Work Breakdown Overview](https://help.totalsynergy.com/en/articles/13285345-work-breakdown-overview.md)
- [Project Breakdown](https://help.totalsynergy.com/en/articles/15653154-project-breakdown.md): Learn how to utilise the Project Breakdown to manage your project.
- [Project Portfolio](https://help.totalsynergy.com/en/articles/15885154-project-portfolio.md): A single view of every project you’re responsible for, prioritised by real project health and the data you need to see.
- [Invoice Approvals](https://help.totalsynergy.com/en/articles/7160079-invoice-approvals.md): Workflow for approving invoices
- [Credits Overview](https://help.totalsynergy.com/en/articles/6631722-credits-overview.md): An Overview of the different credits available in Synergy, why they're used, and what they do
- [Pre-Bill Overview](https://help.totalsynergy.com/en/articles/6611765-pre-bill-overview.md): Everything you need to know about pre-billing.
- [Invoice Payments](https://help.totalsynergy.com/en/articles/6966588-invoice-payments.md): Different methods of applying payments to invoices in Synergy, how to remove/reverse/delete a payment
- [How to Generate a Pre-Bill](https://help.totalsynergy.com/en/articles/6418851-how-to-generate-a-pre-bill.md): A detailed guide to generating a pre-bill invoice in Synergy
- [Actions Available for Credit Note Documents](https://help.totalsynergy.com/en/articles/6422997-actions-available-for-credit-note-documents.md): What you can do in credit note documents
- [Drafting a Credit Note](https://help.totalsynergy.com/en/articles/6634978-drafting-a-credit-note.md): How to create a draft credit note before finalising it
- [How to Reverse a Credit Note](https://help.totalsynergy.com/en/articles/6541027-how-to-reverse-a-credit-note.md): How to reverse, undo, remove, delete, a credit applied to an invoice
- [How to Write Off an Invoice?](https://help.totalsynergy.com/en/articles/6513387-how-to-write-off-an-invoice.md): What you need to know when writing off an invoice
- [Invoice Calculations](https://help.totalsynergy.com/en/articles/6907359-invoice-calculations.md): How values on invoices are calculated when using mark up and mark down methods.
- [Invoice and Credit Notes Security Matrix](https://help.totalsynergy.com/en/articles/6894821-invoice-and-credit-notes-security-matrix.md): Each user level and their level of access to Invoices and Credit Notes
- [Modifying Invoice Numbers and Dates](https://help.totalsynergy.com/en/articles/6920083-modifying-invoice-numbers-and-dates.md): Modify the invoice prefix, number and/or date
- [Project Invoices Overview](https://help.totalsynergy.com/en/articles/6894843-project-invoices-overview.md): Everything you need to know about Project Invoices.
- [Post-Billing Overview](https://help.totalsynergy.com/en/articles/6457788-post-billing-overview.md): Post-billing Overview. Everything you need to know about post-billing.
- [Pre-Invoicing Checklist](https://help.totalsynergy.com/en/articles/6460652-pre-invoicing-checklist.md): Everything you need to check before raising an invoice
- [Credit Return to WIP](https://help.totalsynergy.com/en/articles/6463920-credit-return-to-wip.md): How to credit return to WIP. Return invoiced transactions to WIP.
- [Adding Discount to an Invoice](https://help.totalsynergy.com/en/articles/6464032-adding-discount-to-an-invoice.md): How to add discount to an invoice
- [How to Cancel an Invoice](https://help.totalsynergy.com/en/articles/6533349-how-to-cancel-an-invoice.md): A guide for cancelling an invoice
- [Returning Transactions to WIP](https://help.totalsynergy.com/en/articles/5972179-returning-transactions-to-wip.md): How to remove a transaction from an invoice without cancelling the invoice.
- [Automated Finalising & Sending Invoices](https://help.totalsynergy.com/en/articles/8025846-automated-finalising-sending-invoices.md): Describes the process of bulk finalising and bulk sending of invoices in Synergy.
- [How to Cancel and Delete an Invoice](https://help.totalsynergy.com/en/articles/9196524-how-to-cancel-and-delete-an-invoice.md): Steps on cancelling and deleting an invoice.
- [Automatic Payment Reminders](https://help.totalsynergy.com/en/articles/10085057-automatic-payment-reminders.md): Create and schedule invoice payment reminders to automatically follow up unpaid invoices.
- [Payment Applications Overview](https://help.totalsynergy.com/en/articles/6809952-payment-applications-overview.md): Payment application workflows in Synergy
- [Office Expense Rates](https://help.totalsynergy.com/en/articles/6416285-office-expense-rates.md): How to create additional office expense charge rates
- [Bills Overview](https://help.totalsynergy.com/en/articles/6416363-bills-overview.md): Everything you need to know about Bills in Total Synergy.
- [Contact Titles Overview](https://help.totalsynergy.com/en/articles/7020970-contact-titles-overview.md): How to create and assign contact titles
- [Merging Contacts in Synergy](https://help.totalsynergy.com/en/articles/7889571-merging-contacts-in-synergy.md): Merging Company Contacts
- [Exporting Contact Details to Excel](https://help.totalsynergy.com/en/articles/6894834-exporting-contact-details-to-excel.md): This article explains how to export contact details in Synergy into Excel.
- [Contact Projects Overview](https://help.totalsynergy.com/en/articles/8039601-contact-projects-overview.md): An Overview of the contact projects tab
- [Contact Status Overview](https://help.totalsynergy.com/en/articles/8123028-contact-status-overview.md): Contact statuses and how to manage them
- [Contacts Overview](https://help.totalsynergy.com/en/articles/5058515-contacts-overview.md): An Overview of contacts in Synergy. Contact types, statuses, searching and filtering, and deleting.
- [How do I view inactive staff](https://help.totalsynergy.com/en/articles/6421125-how-do-i-view-inactive-staff.md): Finding inactive members of staff
- [Staff Calendar](https://help.totalsynergy.com/en/articles/6524392-staff-calendar.md): how to add hours into staff calendar, adding hours into calendar
- [Staff File vs. User Profile](https://help.totalsynergy.com/en/articles/6520992-staff-file-vs-user-profile.md): Understanding the difference between the staff file and user profile.
- [How to Set Up Two-Factor Authentication](https://help.totalsynergy.com/en/articles/6504780-how-to-set-up-two-factor-authentication.md): Two factor authentication for staff
- [Staff Overview](https://help.totalsynergy.com/en/articles/6463950-staff-overview.md): Everything you need to know about managing staff in Synergy.
- [Staff Projects Overview](https://help.totalsynergy.com/en/articles/6593993-staff-projects-overview.md): Everything you need to know about the staff projects list
- [Staff Rates Overview](https://help.totalsynergy.com/en/articles/6561363-staff-rates-overview.md): Everything you need to know about staff rates
- [Managing Your Staff List](https://help.totalsynergy.com/en/articles/6534576-managing-your-staff-list.md): Everything you need to know about managing your staff register
- [Make a Staff Member Inactive / Active Again](https://help.totalsynergy.com/en/articles/6502681-make-a-staff-member-inactive-active-again.md): How to make a staff member inactive and active again and increase or decrease license count.
- [Staff Documents Overview](https://help.totalsynergy.com/en/articles/5061685-staff-documents-overview.md): Overview of Staff documents, everything you need to know.
- [Teams Overview](https://help.totalsynergy.com/en/articles/4857912-teams-overview.md): Everything you need to know about how to use and manage staff Teams
- [Adding a Start Date to a To-Do](https://help.totalsynergy.com/en/articles/6423468-adding-a-start-date-to-a-to-do.md): Adding a start date to a to-do in the project schedule
- [Assigning a Staff Member to a To-Do in the Schedule](https://help.totalsynergy.com/en/articles/6600458-assigning-a-staff-member-to-a-to-do-in-the-schedule.md): How to assign to-dos in the schedule
- [Adding a To-Do to a Note](https://help.totalsynergy.com/en/articles/6983550-adding-a-to-do-to-a-note.md): Steps by step instructions on adding a To-do to a note.
- [Adding a Due Date to a To-Do in the Schedule](https://help.totalsynergy.com/en/articles/6423592-adding-a-due-date-to-a-to-do-in-the-schedule.md): Adding a due date to a to-do in the project schedule
- [Staff Notes Overview](https://help.totalsynergy.com/en/articles/6463963-staff-notes-overview.md): Everything you need to know about staff notes \(with and without HR\).
- [Notes Overview](https://help.totalsynergy.com/en/articles/6464016-notes-overview.md): Everything you need to know about notes
- [Navigating to 'My Notes'](https://help.totalsynergy.com/en/articles/6436880-navigating-to-my-notes.md): Navigate to your notes in Synergy.
- [Filters on the Planning Boards](https://help.totalsynergy.com/en/articles/8574347-filters-on-the-planning-boards.md): Everything you need to know about filtering the planning boards.
- [Project Schedule: Resourcing Overview](https://help.totalsynergy.com/en/articles/9997964-project-schedule-resourcing-overview.md): Resourcing, Schedule
- [Project Schedule Overview](https://help.totalsynergy.com/en/articles/8971233-project-schedule-overview.md): Project schedule, Schedule Overview
- [Planning Mode and Delivery Mode](https://help.totalsynergy.com/en/articles/7990184-planning-mode-and-delivery-mode.md): The difference between planning mode and delivery mode in projects
- [Revenue Forecasting Overview](https://help.totalsynergy.com/en/articles/5066070-revenue-forecasting-overview.md): Revenue forecast
- [Project Performance Overview](https://help.totalsynergy.com/en/articles/8111336-project-performance-overview.md): How to keep track of your projects and the stages within them
- [Kanban Overview](https://help.totalsynergy.com/en/articles/13287049-kanban-overview.md): Kanban overview, To-dos on the kanban
- [Report Filters](https://help.totalsynergy.com/en/articles/7192982-report-filters.md): More information on how to filter your synergy reports
- [How to Export a Report](https://help.totalsynergy.com/en/articles/7193061-how-to-export-a-report.md): Exporting a report to PDF or Excel, for use outside of Synergy
- [Reports - Expressions & IIF functions](https://help.totalsynergy.com/en/articles/10382228-reports-expressions-iif-functions.md): How to get around the divide by zero error in reporting
- [Export Report Layout for Support](https://help.totalsynergy.com/en/articles/9084747-export-report-layout-for-support.md): Downloading a Report Layout
- [Adding Additional Staff to the Portal](https://help.totalsynergy.com/en/articles/6977025-adding-additional-staff-to-the-portal.md): How to add additional staff to the portal
- [Sharing Project Documents in the Portal](https://help.totalsynergy.com/en/articles/8181153-sharing-project-documents-in-the-portal.md): Sharing documents and transmittals
- [Giving Portal Access to an Existing Contact](https://help.totalsynergy.com/en/articles/8181134-giving-portal-access-to-an-existing-contact.md): How to provide existing project contacts with portal access
- [Leave Types Overview](https://help.totalsynergy.com/en/articles/6447906-leave-types-overview.md): Everything you need to know about leave/availability types
- [Viewing Leave and Availability Requests](https://help.totalsynergy.com/en/articles/6431984-viewing-leave-and-availability-requests.md): How to view leave and unavailability requests in Synergy.
- [Limitations of Document Templates](https://help.totalsynergy.com/en/articles/6848008-limitations-of-document-templates.md): Limitations with document templates
- [Can I Delete a Document Template?](https://help.totalsynergy.com/en/articles/6693281-can-i-delete-a-document-template.md): How to delete a document template. Delete document template.
- [How Do I Add a Logo to a Template?](https://help.totalsynergy.com/en/articles/6748556-how-do-i-add-a-logo-to-a-template.md): Adding a logo to a docment template.
- [Template Tables Explained](https://help.totalsynergy.com/en/articles/6772159-template-tables-explained.md): Everything you need to know about tables in Document templates.
- [Basic Editing in Document Templates](https://help.totalsynergy.com/en/articles/6744847-basic-editing-in-document-templates.md): Downloading and editing templates.
- [Utilising Default Templates](https://help.totalsynergy.com/en/articles/6744217-utilising-default-templates.md): How default templates work in Synergy.
- [How Do I Use C/O in Invoice Templates?](https://help.totalsynergy.com/en/articles/6743989-how-do-i-use-c-o-in-invoice-templates.md): How to use Care/of \(C/O\) in invoice templates
- [Editing Tables in Document Templates](https://help.totalsynergy.com/en/articles/6824477-editing-tables-in-document-templates.md): How to edit tables in document templates.
- [Setting a Default Document Template](https://help.totalsynergy.com/en/articles/6598947-setting-a-default-document-template.md): How to set a default template.
- [Exporting and Importing Templates](https://help.totalsynergy.com/en/articles/6556045-exporting-and-importing-templates.md): How to export and import your document template in Synergy.
- [Bookmarks in Document Templates](https://help.totalsynergy.com/en/articles/6562555-bookmarks-in-document-templates.md): What are bookmarks and how do they work?
- [Create a Copy of an Existing Document Template](https://help.totalsynergy.com/en/articles/8110774-create-a-copy-of-an-existing-document-template.md): How to create a copy of an existing document template
- [Troubleshooting Document Template Tables](https://help.totalsynergy.com/en/articles/8111293-troubleshooting-document-template-tables.md): The information isn't appearing correctly in my document template table
- [Converting a Past Invoice into an Invoice Template](https://help.totalsynergy.com/en/articles/6436940-converting-a-past-invoice-into-an-invoice-template.md): Create a personalised invoice document template
- [Document Template FAQs](https://help.totalsynergy.com/en/articles/8111309-document-template-faqs.md): What might happen if your template runs over two pages
- [Multi-Currency Overview](https://help.totalsynergy.com/en/articles/6703809-multi-currency-overview.md): Everything you need to know about multi currency in Synergy
- [Security Matrix Overview](https://help.totalsynergy.com/en/articles/4887540-security-matrix-overview.md): An Overview of the security matrix and the staff access levels

## API and Connect

- [API FAQ](https://help.totalsynergy.com/en/articles/8696457-api-faq.md): Some common questions about API usage and access
- [Xero Connect Settings](https://help.totalsynergy.com/en/articles/6204649-xero-connect-settings.md): Getting started with Xero Connect
- [Multi‑Factor Authentication \(MFA\) for Xero Access](https://help.totalsynergy.com/en/articles/14468294-multi-factor-authentication-mfa-for-xero-access.md): Users connecting to Xero Connect or Xero Payroll must enable MFA
- [Xero Payroll](https://help.totalsynergy.com/en/articles/12855611-xero-payroll.md): Introducing Payroll Integration with Xero
- [MYOB ARL Connect Settings](https://help.totalsynergy.com/en/articles/7209605-myob-arl-connect-settings.md): Overview of MYOB Connect in Synergy
- [QBO Connect Settings](https://help.totalsynergy.com/en/articles/6247134-qbo-connect-settings.md): Getting started with QuickBooks Online Connect
- [Sage 50 Connect - Overview](https://help.totalsynergy.com/en/articles/8095092-sage-50-connect-overview.md): Subscription, Sage 50 Connect, Enable Sage 50
- [Sage 50 Connect - Configuration](https://help.totalsynergy.com/en/articles/8094818-sage-50-connect-configuration.md): How to configure your Sage 50 settings
- [Sage 50 Connect - Installation](https://help.totalsynergy.com/en/articles/7911870-sage-50-connect-installation.md): Connect to Sage 50, Configuration of Synergy to Sage 50, Sage 50 Connect
- [SharePoint Overview](https://help.totalsynergy.com/en/articles/7192939-sharepoint-overview.md): How to view and customise the folder structure of your projects
- [Changing the Security Access Level for Folders to use SharePoint](https://help.totalsynergy.com/en/articles/7220820-changing-the-security-access-level-for-folders-to-use-sharepoint.md): How to manage access to files in Synergy and SharePoint
- [Managing Documents with the SharePoint or Unified Workspace Add-On Enabled](https://help.totalsynergy.com/en/articles/7220828-managing-documents-with-the-sharepoint-or-unified-workspace-add-on-enabled.md): The effects of creating, editing and deleting documents with the SharePoint Add-On enabled
- [Connecting to Windows File Server](https://help.totalsynergy.com/en/articles/4447923-connecting-to-windows-file-server.md): How do I connect to the Windows file server?

## Total Synergy Addons

- [Fieldbook Overview](https://help.totalsynergy.com/en/articles/13250911-fieldbook-overview.md)
- [Special Security Consideration for Synergy Analytics Maps](https://help.totalsynergy.com/en/articles/6798389-special-security-consideration-for-synergy-analytics-maps.md): Special security consideration for synergy analytics maps.
- [Synergy CRM Overview](https://help.totalsynergy.com/en/articles/6599040-synergy-crm-overview.md): Everything you need to know about the Synergy CRM Add-On
- [HR Management Overview](https://help.totalsynergy.com/en/articles/11363575-hr-management-overview.md): Configuring Synergy HR
- [HR User Overview](https://help.totalsynergy.com/en/articles/11402682-hr-user-overview.md): Adding leave, editing leave, check leave balance

## Releases and Webinars

- [Change Log - Synergy Issue Fixes](https://help.totalsynergy.com/en/articles/11475904-change-log-synergy-issue-fixes.md): Full list of bug fixes and improvements.
- [What’s Next for Total Synergy](https://help.totalsynergy.com/en/articles/12086589-what-s-next-for-total-synergy.md): Our path to smarter projects insights, easier navigation, and simplified resourcing. We’re just getting started.
- [Webinar Series](https://help.totalsynergy.com/en/articles/10847065-webinar-series.md): Upcoming webinars to help users get the most out of Synergy.

## Synergy Help

- [Creating a Template from a Project](https://help.totalsynergy.com/en/articles/6670089-creating-a-template-from-a-project.md): How to create a project template from an existing project.
- [Invoice Edits](https://help.totalsynergy.com/en/articles/4483404-invoice-edits.md): My invoice edits are disappearing
- [Project Financials Overview](https://help.totalsynergy.com/en/articles/5059368-project-financials-overview.md)
- [Tax Rates Overview](https://help.totalsynergy.com/en/articles/6703909-tax-rates-overview.md): Adding tax rates for foreign currencies, Create new tax rates
- [Office Expenses Overview](https://help.totalsynergy.com/en/articles/5045086-office-expenses-overview.md): An overview of what they are and how to use Office Expenses
- [Entering Tax-Free Cash Expenses](https://help.totalsynergy.com/en/articles/5045054-entering-tax-free-cash-expenses.md): How can I enter tax free cash expenses?
- [Portal Announcements Overview](https://help.totalsynergy.com/en/articles/9203697-portal-announcements-overview.md): Portal announcements, Portal feed
- [Resending Portal Invitations](https://help.totalsynergy.com/en/articles/9203954-resending-portal-invitations.md): Portal invitation, project contacts
- [Transmittals Overview](https://help.totalsynergy.com/en/articles/9204310-transmittals-overview.md): Transmittals Overview, transmittal summary pdf, how to share documents as a transmittal
- [Portal Chats Overview](https://help.totalsynergy.com/en/articles/9196596-portal-chats-overview.md): Chats, Portal, Portal chats
- [Portal Invoices Overview](https://help.totalsynergy.com/en/articles/9203890-portal-invoices-overview.md): Share invoices in the portal
- [Contact - Projects](https://help.totalsynergy.com/en/articles/5060310-contact-projects.md)
- [Contact - Invoices](https://help.totalsynergy.com/en/articles/5060309-contact-invoices.md)
- [Contact - Bills](https://help.totalsynergy.com/en/articles/5060308-contact-bills.md)
- [Contact - Notes](https://help.totalsynergy.com/en/articles/5060306-contact-notes.md)
- [Contact Unique ID's](https://help.totalsynergy.com/en/articles/5060303-contact-unique-id-s.md)
- [Contact status options](https://help.totalsynergy.com/en/articles/5060301-contact-status-options.md)
- [Deleting contact titles](https://help.totalsynergy.com/en/articles/5059591-deleting-contact-titles.md)
- [Contact status](https://help.totalsynergy.com/en/articles/5059566-contact-status.md)
- [Contact Audit Overview](https://help.totalsynergy.com/en/articles/5059520-contact-audit-overview.md): Details on how to access and use the contact audit
- [Contact documents tab](https://help.totalsynergy.com/en/articles/5059453-contact-documents-tab.md)
- [Contact bills tab](https://help.totalsynergy.com/en/articles/5059249-contact-bills-tab.md)
- [Contact invoices overview](https://help.totalsynergy.com/en/articles/5059242-contact-invoices-overview.md)
- [Contact bills tab](https://help.totalsynergy.com/en/articles/5059240-contact-bills-tab.md)
- [Contact projects tab](https://help.totalsynergy.com/en/articles/5059175-contact-projects-tab.md)
- [Adding a contact to the contact projects tab](https://help.totalsynergy.com/en/articles/5059173-adding-a-contact-to-the-contact-projects-tab.md)
- [Changing the contact status in contact details](https://help.totalsynergy.com/en/articles/5059141-changing-the-contact-status-in-contact-details.md)
- [Contact Roles Overview](https://help.totalsynergy.com/en/articles/9070932-contact-roles-overview.md): Contact roles, Roles, Staff roles, Roles Overview
- [Contact - Unique IDs Overview](https://help.totalsynergy.com/en/articles/9178003-contact-unique-ids-overview.md): Unique ID, Contact Unique ID
- [Budget vs. Actuals](https://help.totalsynergy.com/en/articles/8937210-budget-vs-actuals.md): Budget, Budget vs Actuals
- [Budgets Overview](https://help.totalsynergy.com/en/articles/6958733-budgets-overview.md): Creating Budgets in Synergy
- [Project Images Gallery](https://help.totalsynergy.com/en/articles/5061541-project-images-gallery.md): A gallery of images added to your projects
- [What is the Slider Scale](https://help.totalsynergy.com/en/articles/5027597-what-is-the-slider-scale.md): Interpreting the slider scale in the Project Performance page
- [Disable autofill in your browser](https://help.totalsynergy.com/en/articles/4880244-disable-autofill-in-your-browser.md): Methods to turn off autofill features in Synergy supported browsers