Synergy Help

Q&A's, How to help guide, and everything you need to know about using Synergy

Scott avatar Carla Papadimatos avatar Anne Thompson avatar +1
709 articles in this collection
Written by Scott, Carla Papadimatos, Anne Thompson and 1 other
Synergy Fieldbook App

Task list

Synergy Fieldbook Task list
Mell avatar
Written by Mell
Updated over a week ago

Fieldbook Timer

How does the fieldbook timer work?
Mell avatar
Written by Mell
Updated over a week ago

Missing task in fieldbook

Why can't I see my task?
Mell avatar
Written by Mell
Updated over a week ago

Switch organization in fieldbook

How do I change my organization in fieldbook?
Mell avatar
Written by Mell
Updated over a week ago

Fieldbook task details

What information is on the task details page?
Mell avatar
Written by Mell
Updated over a week ago

Task start time

What is the start time used for?
Mell avatar
Written by Mell
Updated over a week ago

Team selection in Fieldbook

How do I submit time for others in fieldbook?
Mell avatar
Written by Mell
Updated over a week ago

Navigating consumables

How do I find a consumable in fieldbook?
Mell avatar
Written by Mell
Updated over a week ago

Submitting expenses in fieldbook

How do I submit an expense?
Mell avatar
Written by Mell
Updated over a week ago

Missing rates in fieldbook

Why can’t I see a rate?
Mell avatar
Written by Mell
Updated over a week ago

Mileage in fieldbook

How does mileage work in Fieldbook?
Mell avatar
Written by Mell
Updated over a week ago

Navigating mileage items

How do I find a mileage item?
Mell avatar
Written by Mell
Updated over a week ago

Blue items in fieldbook

What are the blue entries?
Mell avatar
Written by Mell
Updated over a week ago

Submitting a mileage expense

How do I submit a mileage expense?
Mell avatar
Written by Mell
Updated over a week ago

Adding time for others

How do I add time for someone else?
Mell avatar
Written by Mell
Updated over a week ago

Submitting Timesheets for Other People in Fieldbook

How do I submit a time sheet for other people in my team?
Mell avatar
Written by Mell
Updated over a week ago

Time Logging for Project team

Why can’t I log time for someone in my project team?
Mell avatar
Written by Mell
Updated over a week ago

Adjusting the Staff Security Matrix for Fieldbook

Changing the Staff Security matrix as system administrator for synergy Fieldbook
Mell avatar
Written by Mell
Updated over a week ago

Uploading Cash Expense in Fieldbook

Add a photo of the cash expense in Synergy Fieldbook
Mell avatar
Written by Mell
Updated over a week ago

Security Matrix for Fieldbook App

Security matrix flags for FieldBook
Mell avatar
Written by Mell
Updated over a week ago

Fieldbook Users

Adding and Assigning staff to the Fieldbook App
Mell avatar
Written by Mell
Updated over a week ago
Projects

Changing the layout of a project documents folder

how to change you project document folder layout
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated this week

Project workflow overview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Bulk assigning resource

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project Schedule Export

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Dependencies

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Stage management

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Stage Management (Beta)

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Restrict to specific rates

Everything you need to know about restricting timesheets to stage specific rates.
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project contacts

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Deleting projects checklist

Steps to follow before you delete a project
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Managing active contacts

How to mark contacts as active or inactive as required
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project details

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project List

Everything you need to know about the project list page
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Work breakdown overview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Create a proposal project

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Managing active projects

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Win/loss report

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Change the project or stage status

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Stage fee types

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

What is the milestone report page?

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

How do I add a milestone?

How to add a milestone in the Schedule
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

How do I change the milestone date?

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Written by Carla Papadimatos
Updated over a week ago

How do I mark a milestone as complete?

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

What is a milestone?

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Projects contacts tab overview

Everything you need to know about project contacts
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project contacts tab

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Add a project contact

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Adding staff to the project team

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Selecting the main contacts in the project

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project portal access

How portal access works, and how to configure access for contacts and staff
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Re-sending portal invitations

How to re-send a portal invitation
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Portal invitation requests

How portal invitation requests work
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Approving or Declining a Portal Invitation Request

How to approve and decline portal invitations
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Editing the project contact

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Changing the role of a project contact

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Marking the project contact as 'Inactive'

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Deleting the project contact

How to delete a project contact
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Change the list view (contacts)

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project details tab overview

Everything you can see in the project details tab
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Actions available for the project details tab

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Changing the project number

How to change a project number
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Viewing and Copying Site address from contact

How to view addresses in project pages and copy the site addresses of project contacts
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Updating the latitude/longitude details

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Deleting a project

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

'Read Only' View Options

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project List Overview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

How to create a new project from the project list

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Billable and Non-Billable projects

The difference between billable and non-billable projects in Synergy
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project Search Filter Options

The names and purposes of each filter available when searching for projects
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Non-billable projects overview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Fee types overview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project Status Overview

How to use project statuses
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Updating the stage status

How to change the status of a stage
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Complete and Unsuccessful Status Options and Transaction Write-offs

How to change the status of a project or stage to Complete or Unsuccessful, and how to write-off or restore transactions
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Project structure overview

Everything you need to know about projects and their structure within Synergy
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Adding a work breakdown, and configuring invoicing for each stage

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Adding a template to an existing project

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

View all task comments

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Update stage or task progress

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Expanding and collapsing groups

How do I expand and collapse groups?
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Simple work breakdown overview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Simple work breakdown

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Adding tasks to the work breakdown

How to add tasks to your project from the work breakdown
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Updating task progress

How do I update task progress?
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Updating staff level progress

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Start a timer

How do I start a timer?
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Allowing standard tasks on timesheets

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Adding task comments

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Viewing and editing task comments

How to view and edit task comments
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Change the project status

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Manager and user views

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Deleting tasks

How to delete a task from a project
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Editing a task

How do I edit a task?
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Assigning WIP to a pre-bill

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Switching the invoice layout

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Add a phase, stage or task to the work breakdown

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Deleting a stage

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Creating a template from a project

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Changing the Project manager

How do I change the project manager?
Mell avatar
Written by Mell
Updated over a week ago
Invoice & Bills

Opening an invoice

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Returning transactions to WIP

return to WIP, Return transactions to WIP
Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Modifying invoice and credit note numbers and dates

How to change invoice and credit note numbers and dates
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice list

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice documents

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

How do I create an invoice?

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Pre-bill

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Actions available for credit note documents

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Credit notes

What are credit notes?
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Crediting the invoice

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Creating the invoice document

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice documents

What are invoice documents?
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice debtor notes

What are invoice debtor notes?
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice debtor notes

Full article
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Cancel or void an invoice and reuse the invoice number

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Project invoices

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Organization invoices list

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

The effect of credits and write-offs on pre-bills

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Comparing the credit note types

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Generating a pre-bill

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

How to cancel an invoice or credit note

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Credit note reversal (undo a credit note)

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Record bills and timesheets that will not be invoiced

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Draft a credit note

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

How to convert a past invoice into an invoice template

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Pre-Invoicing checklist

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Sharing and emailing the credit note document

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Downloading the invoice as a PDF or DOCX

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Adding a new debtor note in an invoice

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Creating the invoice document overview

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Credit note documents overview

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice debtor notes overview

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice list overview

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Credit notes overview

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Downloading a credit note document as a PDF or DOCX

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Reset the credit note layout

How do I reset the credit note layout
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Switch the layout of a credit note

How to change credit note layouts
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Viewing who the document is shared with

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Filtering for Invoices

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Project invoices overview

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice and credit notes security matrix

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Project invoices

Full article
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

How to enter bills - supplier and subcontractor

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Credit note documents

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice write-off

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Uploading a new DOCX invoice

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Project invoices

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Adding a new debtor note in the project portal

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Filter the invoice list

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Adding an invoice

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Hiding debtor notes (making notes inactive)

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Deleting an invoice

How to delete a cancelled invoice
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Debtor note details

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Opening an invoice

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoice calculations

How are invoice markups and markdowns calculated?
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Search for an invoice

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

List views or sorting invoices

Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago

Invoiced transaction calculations

How are invoice values of transactions calculated?
Anne Thompson avatar
Written by Anne Thompson
Updated over a week ago
Connect & Add-ons

Enabling SharePoint

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

MYOB AccountRight Live Connect

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Written by Carla Papadimatos
Updated over a week ago

MYOB Connect

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Written by Carla Papadimatos
Updated over a week ago

MYOB Preview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

MYOB history & skipped records

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

MYOB Sync errors

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Getting started with Xero Connect

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Xero Connect Settings

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Written by Carla Papadimatos
Updated over a week ago

Xero Connect Preview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Xero Connect history & skipped records

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Written by Carla Papadimatos
Updated over a week ago

Xero Connect

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Written by Carla Papadimatos
Updated over a week ago

Account codes for Connect mapping

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Written by Carla Papadimatos
Updated over a week ago

Connect Overview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Setting up the integration between Synergy and Xero

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

QBO Connect settings

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

QBO Connect

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

How do I sync to QBO?

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Importing contacts (customers or suppliers), Connect

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting invoices, Connect

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Invoice payments overview - connect

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting bills (supplier and subcontractor bills)

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting staff expenses (cash and travel)

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting credit notes in connect - overview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Account code mapping options

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Written by Carla Papadimatos
Updated over a week ago

Add an account code in Connect

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Written by Carla Papadimatos
Updated over a week ago

Adding account codes to disciplines, cost centers and expense types

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Viewing records which were sent in the sync, Xero Connect

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Written by Carla Papadimatos
Updated over a week ago

Adding back skipped records in Xero connect

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Written by Carla Papadimatos
Updated over a week ago

Viewing sync details, Xero Connect

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Written by Carla Papadimatos
Updated over a week ago

Xero Connect preview details shown

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Written by Carla Papadimatos
Updated over a week ago

Actions available for Xero Connect preview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Importing payment details

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting bill details

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Importing bill payment details

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting staff expense details

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting from date

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Skipping items from being sent in the sync transfer to Xero

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Refreshing now on Xero connect

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Syncing now with Xero Connect

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Written by Carla Papadimatos
Updated over a week ago

Expanding/collapsing all

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Written by Carla Papadimatos
Updated over a week ago

Exporting from date

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Written by Carla Papadimatos
Updated over a week ago

Invoice settings

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Xero invoice reference

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Written by Carla Papadimatos
Updated over a week ago

Synergy invoice text

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Written by Carla Papadimatos
Updated over a week ago

Filtering Synergy invoices

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Written by Carla Papadimatos
Updated over a week ago

Xero inventory item source

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Written by Carla Papadimatos
Updated over a week ago

Xero account code mapping

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Written by Carla Papadimatos
Updated over a week ago

Importing or exporting payments

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Written by Carla Papadimatos
Updated over a week ago

Exporting payment account mapping

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Written by Carla Papadimatos
Updated over a week ago

Single Xero account

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Written by Carla Papadimatos
Updated over a week ago

Specific Xero account - payment type mapping

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Written by Carla Papadimatos
Updated over a week ago

Xero tracking categories mapping

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Written by Carla Papadimatos
Updated over a week ago

Bill settings

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Written by Carla Papadimatos
Updated over a week ago

Paid status

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Written by Carla Papadimatos
Updated over a week ago

Xero inventory item source

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Written by Carla Papadimatos
Updated over a week ago

Xero line description

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Written by Carla Papadimatos
Updated over a week ago

Staff expense settings

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Written by Carla Papadimatos
Updated over a week ago

Settings for exporting bills

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Written by Carla Papadimatos
Updated over a week ago

Staff expense note

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Written by Carla Papadimatos
Updated over a week ago

Xero inventory item source for bills

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Written by Carla Papadimatos
Updated over a week ago

Xero account code mapping for Expenses

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Written by Carla Papadimatos
Updated over a week ago

Xero line description

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Written by Carla Papadimatos
Updated over a week ago

Tax settings

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Written by Carla Papadimatos
Updated over a week ago

MYOB connect history

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Written by Carla Papadimatos
Updated over a week ago

Viewing which records were sent in the MYOB sync

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Written by Carla Papadimatos
Updated over a week ago

Skipped MYOB records

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Written by Carla Papadimatos
Updated over a week ago

Adding back an entire skipped group

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Written by Carla Papadimatos
Updated over a week ago

Adding back selected records

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Written by Carla Papadimatos
Updated over a week ago

MYOB connect preview

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Written by Carla Papadimatos
Updated over a week ago

Invoice and credit details

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Actions available for MYOB preview

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting payment details to MYOB

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Importing payment details from MYOB

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting bill details to MYOB

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Actions available for exporting bill details to MYOB

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Exporting staff expenses details to MYOB

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Actions available for exporting staff expenses to MYOB

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

Skipping items from being sent in the sync transfer to MYOB

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

'Refresh now', MYOB

Carla Papadimatos avatar
Written by Carla Papadimatos
Updated over a week ago

'Sync now', MYOB

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Written by Carla Papadimatos
Updated over a week ago

Expanding/collapsing all, MYOB

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Written by Carla Papadimatos
Updated over a week ago

Exporting from date

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Updated over a week ago

Contact settings

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Invoice settings

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Updated over a week ago

Synergy invoice text

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Updated over a week ago

MYOB invoice journal memo

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Updated over a week ago

Filtering Synergy invoices

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Updated over a week ago

MYOB job source

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Updated over a week ago

MYOB account code mapping

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Updated over a week ago

Importing or exporting payments

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Updated over a week ago

Exporting payment account mapping

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Updated over a week ago

Single MYOB account

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Written by Carla Papadimatos
Updated over a week ago

Specific MYOB account - payment type mapping

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Written by Carla Papadimatos
Updated over a week ago

Bill settings

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Updated over a week ago

Bill note

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Updated over a week ago

MYOB job source

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Updated over a week ago

Proposal document

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Updated over a week ago

Staff expense settings

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Updated over a week ago

Settings for exporting bills

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Updated over a week ago

Staff expense notes

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Written by Carla Papadimatos
Updated over a week ago

MYOB line description

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Updated over a week ago

Tax settings

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Updated over a week ago

Login into MYOB connect

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Written by Carla Papadimatos
Updated over a week ago

Checking the Synergy Connect settings

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Updated over a week ago

Previewing the results on MYOB connect

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Updated over a week ago

Viewing the history of the previous syncs, or the skipped records

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Updated over a week ago

Installing the Synergy Outlook add-in

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Updated over a week ago

MYOB tracking categories

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Written by Carla Papadimatos
Updated over a week ago

How do I change the security access level for folders to use SharePoint?

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Updated over a week ago

The typical SharePoint workflow

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Premium API

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Written by Carla Papadimatos
Updated over a week ago

Visual Survey Pro (VSP) add-on

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Written by Carla Papadimatos
Updated over a week ago

How do I install Sage connect?

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Written by Carla Papadimatos
Updated over a week ago

Visual Survey Pro (VSP)

Visual Survey Pro (VSP) Add-on
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Written by Mell
Updated over a week ago

Sage Connect

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Written by Mell
Updated over a week ago
Timesheets

Entering timesheets

How do I enter a timesheet?
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Updated over a week ago

Using timers

How do I use timers?
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Updated over a week ago

Staff expenses

Cash and Travel expenses
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Updated over a week ago

Timesheet auto-approvals

How do I turn on timesheet auto-approval?
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Updated over a week ago

Pending timesheet approvals

How do I check which staff have timesheets pending approval?
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Updated over a week ago

Timesheet submit message

How do I edit the timesheet submit message?
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Updated over a week ago

Updating timesheets

How can I edit or update a timesheet?
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Updated over a week ago

Entering site inspections

How do I enter a site inspection?
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Updated over a week ago

Overtime rates

How do I use overtime rates?
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Updated over a week ago

Timesheet report: utilization report

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Written by Anne Thompson
Updated over a week ago

Delete a timesheet entry

How do I delete a timesheet?
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Written by Mell
Updated over a week ago

Add time using timesheet history

How do I copy my timesheet history?
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Written by Mell
Updated over a week ago

Adding a timer

How do I add a timesheet?
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Updated over a week ago

Managing timers

How do I add, edit or remove a timer?
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Written by Mell
Updated over a week ago

Timesheet leaderboard

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Written by Anne Thompson
Updated over a week ago

Timesheets - Overview

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Updated over a week ago

Timers

How do timers work?
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Updated over a week ago

Quick add stages or tasks

How do I add stages and tasks on my timesheet?
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Updated over a week ago

Missing timesheets

Why is there a missing timesheet alert?
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Set timesheet lock date

How do I set a timesheet lockout date?
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Updated over a week ago

Editing timesheets

How can I edit or update a timesheet?
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Updated over a week ago

Timesheet Approvals - Overview

Everything to do with Timesheet Approvals
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Updated over a week ago

Submitting Timesheets for Approval

How do I submit a timesheet for approval?
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Written by Mell
Updated over a week ago

Pending Timesheet Approvals

Checking which staff have timesheets to approve
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Updated over a week ago

Bulk Approve Timesheets

How do I bulk approve timesheets?
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Updated over a week ago

Timesheet approval chat

Chat with staff around timesheets
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Updated over a week ago

The timesheet leaderboard

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Written by Scott
Updated over a week ago
The Planning Board

Filtering in the planning board

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Written by Carla Papadimatos
Updated over a week ago

Assigning hours to a different staff member

how to move hours from one staff to another in resource planning
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Written by Carla Papadimatos
Updated over a week ago

Filters on the planning board

what filters are in the planning board
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Written by Carla Papadimatos
Updated over a week ago

Loading To-do's in kanban

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Updated over a week ago

Editing stage date in the revenue forecast

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Updated over a week ago

How do I view the Kanban board in full screen?

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Updated over a week ago

How do I search for a staff member in the Kanban board?

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Written by Mell
Updated over a week ago

Why is my completed task still on my Kanban board (date view)?

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Updated over a week ago

Who can I see as scheduled to be on the working team?

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Updated over a week ago

How do I set up a team?

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Updated over a week ago

Why is the slider not working in team builder?

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Updated over a week ago

How do I access the Kanban board?

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Updated over a week ago

How do I add a to-do from the Kanban board?

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Updated over a week ago

Why do my unassigned to-dos keep changing?

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Updated over a week ago

Where can I see my to-dos that I have been assigned?

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Updated over a week ago

How do I assign a staff member to a to-do in the Kanban board?

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Updated over a week ago

How do I add a to-do from the Kanban board?

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Updated over a week ago

How do I see tasks for review by me?

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Updated over a week ago

What is the Review/Done toggle?

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Updated over a week ago

How do I change the progress of a task in the Kanban board?

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Updated over a week ago

How do I get to the Kanban board?

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Updated over a week ago

What does the Kanban page show?

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Updated over a week ago

How do I use ‘Add members’?

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Updated over a week ago

How do I add a staff member to a role?

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Updated over a week ago

How do I assign a staff member to an unassigned role?

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Updated over a week ago

How do I show unassigned roles in the resource planning page?

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Updated over a week ago

Why can’t I see my to-dos in the schedule?

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Updated over a week ago

What is a to-do?

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Updated over a week ago

Why do I have multiple rows for the same role?

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Updated over a week ago

How do I drag a resource's bar to adjust the number of hours?

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Written by Mell
Updated over a week ago

How do I adjust the number of hours for a staff member from the sidebar?

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Updated over a week ago

How do I adjust the number of hours for a staff member in the schedule?

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Written by Mell
Updated over a week ago

How do I add a specific person to the stage?

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Written by Mell
Updated over a week ago

How do I add a role to a stage?

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Written by Mell
Updated over a week ago

The planning board in delivery mode

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Updated over a week ago

How do I add a role to a stage?

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Written by Mell
Updated over a week ago

Show hours in resource planning page

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Written by Mell
Updated over a week ago

Sorting in the resource planning page

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Written by Mell
Updated over a week ago

Show hours in bars on the resourcing page

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Updated over a week ago

What is the budget indicator on the planning board?

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Written by Mell
Updated over a week ago

Manually entering the hours in the planning board

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Written by Mell
Updated over a week ago

What is the circle with a line around it?

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Written by Mell
Updated over a week ago

How do I delete a timeslot?

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Written by Mell
Updated over a week ago

Weekly resourcing rules

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Written by Mell
Updated over a week ago

What is the difference between planning mode and delivery mode?

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Written by Mell
Updated over a week ago

Availability approvals

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Written by Mell
Updated over a week ago

Security matrix

The Planning Board - Security Matrix
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Written by Mell
Updated over a week ago

Notifications

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Updated over a week ago

Project planning page

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Updated over a week ago

Changing approval status

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Updated over a week ago

Requested and approved availability requests

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Updated over a week ago

Adding unavailable time

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Updated over a week ago

My availability page

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Updated over a week ago

Managing availability requests

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Updated over a week ago

Changing availability

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Updated over a week ago

Filtering results in the availability planner

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Updated over a week ago

Team availability page

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Updated over a week ago

Availability planner

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Updated over a week ago

How do I build my team in the planning board?

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Written by Mell
Updated over a week ago

Why isn't the planning board showing my updated changes?

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Written by Mell
Updated over a week ago

How do I change a project's date in the planning board?

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Updated over a week ago

How do I search for a project in the planning board?

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Written by Mell
Updated over a week ago

Add a new project in the planning board

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Written by Mell
Updated over a week ago

Description of the planning board sidebar

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Written by Mell
Updated over a week ago

Description of the project rows in the planning board

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Written by Mell
Updated over a week ago

Project planning

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Updated over a week ago

How do I change a task's date in the Schedule?

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Updated over a week ago

How do I change a stage's date in the Schedule?

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Updated over a week ago

How do I change a project's date in the Schedule?

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Written by Mell
Updated over a week ago

How do I apply a template from the Schedule page?

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Written by Mell
Updated over a week ago

How do I show my completed stages?

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Written by Mell
Updated over a week ago

Why can't I move my project back more than a month?

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Written by Mell
Updated over a week ago

Create a project template from the Schedule page

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Written by Mell
Updated over a week ago

Tasks on the schedule

How do I see my tasks in the Schedule?
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Updated over a week ago

Adding a task from the schedule

How do I add a task from the Schedule?
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Written by Mell
Updated over a week ago

Extending tasks

What happens when I extend a task?
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Written by Mell
Updated over a week ago

Updating stage start and end dates on the schedule page

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Updated over a week ago

Changing a project’s date in the schedule

What happens when I change a project’s date in the schedule?
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Written by Mell
Updated over a week ago

Proposal Success Factors

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Updated over a week ago

Milestones

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Updated over a week ago

Revenue Forecasting

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Updated over a week ago

Resource planning

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Updated over a week ago

Project planning

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Updated over a week ago

Setting up the planning board and overview

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Updated over a week ago

Availability planner overview

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Written by Mell
Updated over a week ago

Project performance - Setting up your projects

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Updated over a week ago

Availability planner – solves your resourcing headaches

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Written by Mell
Updated over a week ago

Revenue Forecasting

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Written by Mell
Updated over a week ago

Access Team builder

How do I access Team builder?
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Written by Mell
Updated over a week ago

Searching the Kanban board

How do I search in the Kanban board?
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Written by Mell
Updated over a week ago

Viewing the Kanban board by date or by status

What views does the Kanban board have?
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Written by Mell
Updated over a week ago

Searching staff in the Kanban board

How do I search for a staff member in the Kanban board?
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Written by Mell
Updated over a week ago

Filtering the Kanban Board

How to filter the Kanban Board by project, staff member, or office
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Written by Mell
Updated over a week ago

Editing Start/End Dates - Revenue Forecast

Editing the stage start and end dates in the revenue forecast board
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Written by Mell
Updated over a week ago
Contacts

List views, search and filter options

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Written by Carla Papadimatos
Updated over a week ago

Email a contact document

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Written by Carla Papadimatos
Updated over a week ago

Contact spreadsheet import guide

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Written by Carla Papadimatos
Updated over a week ago

Convert a contact that was created with the incorrect type

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Written by Carla Papadimatos
Updated over a week ago

Contacts list

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Written by Carla Papadimatos
Updated over a week ago

Contact - Details

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Written by Carla Papadimatos
Updated over a week ago

Contact - Personnel

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Written by Carla Papadimatos
Updated over a week ago

Contact - Projects

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Written by Carla Papadimatos
Updated over a week ago

Contact - Invoices

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Written by Carla Papadimatos
Updated over a week ago

Contact - Bills

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Updated over a week ago

Contact - Documents

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Updated over a week ago

Contact - Notes

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Updated over a week ago

Contact - rates

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Written by Carla Papadimatos
Updated over a week ago

Contact - Audit

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Updated over a week ago

Contact Unique ID's

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Updated over a week ago

Contact roles

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Updated over a week ago

Contact status options

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Updated over a week ago

Contact - Titles

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Updated over a week ago

Contact titles

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Written by Carla Papadimatos
Updated over a week ago

Adding a contact title

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Written by Carla Papadimatos
Updated over a week ago

Marking contact titles as inactive

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Written by Carla Papadimatos
Updated over a week ago

Searching for contact titles

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Written by Carla Papadimatos
Updated over a week ago

Deleting contact titles

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Written by Carla Papadimatos
Updated over a week ago

Editing the name of a contact title

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Written by Carla Papadimatos
Updated over a week ago

Filtering for contact titles

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Written by Carla Papadimatos
Updated over a week ago

Sample contact titles

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Updated over a week ago

Columns available for contact titles

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Updated over a week ago

Contact status overview

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Updated over a week ago

Contact status

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Updated over a week ago

Adding a custom contact status

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Written by Carla Papadimatos
Updated over a week ago

Marking a contact status as inactive

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Written by Carla Papadimatos
Updated over a week ago

Deleting a contact status

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Written by Carla Papadimatos
Updated over a week ago

Editing the name of a contact status

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Written by Carla Papadimatos
Updated over a week ago

Filtering and searching for a contact status

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Updated over a week ago

Sample contact status options

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Updated over a week ago

Contact roles overview

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Updated over a week ago

Contact roles

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Updated over a week ago

Creating a contact role

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Updated over a week ago

Searching for contact roles

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Updated over a week ago

Filtering contact role

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Written by Carla Papadimatos
Updated over a week ago

Marking a contact role as inactive

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Written by Carla Papadimatos
Updated over a week ago

Deleting a contact role

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Written by Carla Papadimatos
Updated over a week ago

Editing the name of a contact role

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Written by Carla Papadimatos
Updated over a week ago

Sample contact roles

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Updated over a week ago

Columns available for contact roles

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Written by Carla Papadimatos
Updated over a week ago

Contact, unique ID's overview

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Updated over a week ago

Contact unique ID's

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Updated over a week ago

Assigning unique ID's to contacts

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Written by Carla Papadimatos
Updated over a week ago

Contact audit tab overview

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Written by Carla Papadimatos
Updated over a week ago

Contact audit tab

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Written by Carla Papadimatos
Updated over a week ago

Exporting the contact audit tab to Excel

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Written by Carla Papadimatos
Updated over a week ago

Searching in the contact audit tab

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Written by Carla Papadimatos
Updated over a week ago

Filtering in the contact audit tab

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Written by Carla Papadimatos
Updated over a week ago

Contact rates tab overview

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Written by Carla Papadimatos
Updated over a week ago

Contact rates tab

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Written by Carla Papadimatos
Updated over a week ago

Adding a variation to the contact rates tab

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Written by Carla Papadimatos
Updated over a week ago

Deleting a variation in the contact rates tab

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Written by Carla Papadimatos
Updated over a week ago

Searching in the contact rates tab

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Updated over a week ago

Filtering in the contact rates tab

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Updated over a week ago

Contact notes tab overview

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Updated over a week ago

Contact notes tab

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Updated over a week ago

Adding a new note in the contact notes tab

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Updated over a week ago

Hiding notes in the contact notes tab

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Updated over a week ago

Searching in the contact notes tab

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Updated over a week ago

Filtering in the contact notes tab

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Updated over a week ago

Contact documents tab overview

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Updated over a week ago

Contact documents tab

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Updated over a week ago

Adding a folder in the contact documents tab

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Updated over a week ago

Editing a folder name in the contact documents tab

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Updated over a week ago

Deleting a folder in the contact documents tab

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Updated over a week ago

Re-generating folders in the contact documents tab

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Updated over a week ago

Upload contact documents

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Written by Carla Papadimatos
Updated over a week ago

Uploading multiple files to the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Bulk editing options for files uploaded to the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Saving a copy of a current file from the documents tab

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Written by Carla Papadimatos
Updated over a week ago

Moving a file between folders in the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Adding tags to files in the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Sending a file from the contact documents tab via email

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Written by Carla Papadimatos
Updated over a week ago

Viewing document properties of a file in the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Actions available for files in the contact documents tab

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Updated over a week ago

Using 'Lock' in the contact documents tab

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Updated over a week ago

Deleting a file in the contact documents tab

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Updated over a week ago

Version control actions for documents in the contact documents tab

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Updated over a week ago

Checking out a file from the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Cancelling check out for a document in the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Check-in a file from the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Uploading a new version in the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Requesting a check-in for a document in the contact documents tab

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Written by Carla Papadimatos
Updated over a week ago

Rolling back to a previous version for files in the contact document tab

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Updated over a week ago

Searching documents in the contact document tab

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Updated over a week ago

Filtering documents in the contact documents tab

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Updated over a week ago

Contact bills tab overview

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Updated over a week ago

Contact bills tab

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Written by Carla Papadimatos
Updated over a week ago

Exporting the contact bills tab to Excel

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Written by Carla Papadimatos
Updated over a week ago

Searching in the contact bills tab

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Written by Carla Papadimatos
Updated over a week ago

Filtering in the contact bills tab

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Written by Carla Papadimatos
Updated over a week ago

Contact invoices overview

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Written by Carla Papadimatos
Updated over a week ago

Contact bills tab

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Written by Carla Papadimatos
Updated over a week ago

Exporting from the contact bills tab to excel

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Written by Carla Papadimatos
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Searching in the contact bills tab

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Filtering in the contact bills tab

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Contact invoices tab overview

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Contact invoice tab

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Deleting a draft invoice from the contact invoices tab

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Exporting the contact invoice page to excel

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Searching in the contact invoice tab

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Filtering the contact invoices tab

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Contact projects tab overview

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Contact projects tab

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Adding a contact to the contact projects tab

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Filter and search in the project contacts tab

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Exporting the contact projects tab to Excel

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Contact personnel tab overview

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Adding a new personnel to the contact personnel tab

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Opening a personnel contact tab

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Changing the personnel status in the contact personnel tab

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Deleting personnel in the contact personnel tab

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Filter and search in the contact personnel tab

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Contact details overview

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Updating details in the contact details tab

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Changing the contact status in contact details

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Converting the contact type

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Exporting contact details to Excel

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Read-only view actions for contact details

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Contacts

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Creating a new company contact

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Creating a new individual contact

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Creating new personnel contact

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Updating the details of a contact

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Deleting a contact

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Making a contact inactive

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Using list view for contacts

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Filter and search for contacts

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Using accounting add-ons with contacts

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Documents & Images

Downloading your documents as a zip file

how to download documents as a zip file in the document library
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Using the Outlook Add-in

Everything you need to know about the outlook add-in
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Searching for emails in Synergy

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Enabling the Synergy Outlook Connector

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Viewing and interacting with emails in Synergy

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Folder templates

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Updated over a week ago

Credit note documents

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Updated over a week ago

Project documents

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Updated over a week ago

Setup portal access for project contacts

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How to download an invoice document for edit

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Create a copy of an existing document template

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Transmittals

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Synergy Outlook add-in

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Project documents

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Project image gallery

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Proposal documents

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Staff documents

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Project images

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Documents overview

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Project documents

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Transmittals

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Revision numbers

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Proposal document overview

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Proposal documents

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Installing the Outlook add-in

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Creating a proposal document

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Re-Creating a proposal document

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Viewing emails in Synergy

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Updated over a week ago

Add a folder

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Edit a folder name

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Delete a folder

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Re-generate a folder

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Uploading files to the documents folder

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Uploading multiple files to the project documents tab

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Bulk edit options for files

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Download a file from the documents folder

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Move files between folders

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Adding bulk tags to files

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Sending a file via email

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Actions available for files in the project documents tab

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Locking a file

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Deleting a file

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Adding images to dashboard

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File versions overview

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Checking out a file

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Checking in a file

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Uploading a new version

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Cancelling check-out

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Requesting check-in (by another Synergy staff member)

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Rolling back to a previous version

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Sharing a project file

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Re-sending share email

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Project invoices folder

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Actions available for invoice and credit note documents

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Creating a proposal document

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Written by Carla Papadimatos
Updated over a week ago

Changing the list view for project documents

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Written by Carla Papadimatos
Updated over a week ago

Searching and filtering options for documents

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Updated over a week ago

Reset folders to match template

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Written by Carla Papadimatos
Updated over a week ago