WHAT’S NEWPresenters: Melanie Bunting & Jon Devine

Highlights• Two releases: 4.8.5, and 4.8.7

• Client beta testing - 4.8.8 release

• Enhancements for the desktop and cloud applications

• Watch the webinar recordings in Synergy Cloud Services

WHAT’S NEW IN SYNERGY

Drawing Register• Tracks drawings or

documents

• Link to an actual project file

• Copy files from templates, other projects, or the project folder

DRAWING REGISTER & TRANSMITTALS

Transmittal Versions• Approve a version of the file to

be sent out to the client

• Create multiple file versions

• Assign a custom version number

Tip: Only the created file versions can be sent to clients on transmittals

DRAWING REGISTER & TRANSMITTALS

Transmittals• Drawings and Versions being sent

• Send to Project Contacts and Staff

• Creates a ZIP package containing the selected file versions

• Transmittal Summary outputs using either MS Word or MS Excel

• Email templates used for sending transmittal

• Locked from edits after it is sent

DRAWING REGISTER & TRANSMITTALS

Documents tab• Windows explorer type

navigation

• Now in Projects, Contacts and Contract Admin libraries

• Document folders auto created using the template structure

• Email a document from Synergy

DOCUMENT MANAGEMENT

Document Preview• View the contents of PDF, Word,

images or email files

• Read what the email is about, or who was sender/recipients

• Zoom in/out of a PDF file

• Rotate or copy part of a PDF file

DOCUMENT MANAGEMENT

Controlled Documents• Modified date in the list

• Version # column

• View all the checked-out or read-only document copies

• Archive controlled project documents

DOCUMENT MANAGEMENT

Tip: Only Enterprise clients have access to use controlled documents.Uncontrolled documents are available to all clients.

Global Controlled Documents• Controlled documents search

• Search in all Projects, Contacts and Contracts

• Preview files in the search results

• Check-in documents for multiple projects (or contacts/contracts)

DOCUMENT MANAGEMENT

Outlook plugin• More locations for the Synergy

Explorer panel

• More settings for the defaults for saving emails using the wizard

• Save emails to Projects, Contacts or Contracts

DOCUMENT MANAGEMENT

Tip: Only Enterprise clients have access to use the Outlook plugin.

Configure the Settings• Contacts

• Invoices, Credits & Payments

• Supplier Expenses

• Staff Expenses

• Tracking Categories

XERO CONNECT

Preview the Sync• Synergy data is checked against

your Xero database

• Problems are flagged with warning symbols

• Edit the details in the wizard to fix any problems

XERO CONNECT

4.8.5• Composite Rates renamed to Budget

Templates

• Add Budget Templates using budget factors into the work breakdown

• Assign colours to sub project templates

• Document Template grouping in selected tables

• Auto allocation of card ID’s to contacts or staff for use with Xero Connect

• Support for more Microsoft products: Office 2013, Windows 8, SQL Server 2012, & Windows Server 2012

• Download the .MSI Installer file (silent installer for Administrators)

4.8.7• Project create only shows the tabs

required for data entry

• Set a Project Image

• Send email wizard style changed and email templates available throughout

• Transmittal approval batch processing

• % complete for each work breakdown item

• More bookmarks in proposal, invoice, project and contract admin document templates

• Pinned contracts (My Contract Admin List)

• Support for MYOB 19.9 & Reckon Accounts Premier 2013

MORE NEW FEATURES

SYNERGY CLOUD SERVICES

Synergy Cloud

Services

Accounts SupportCloud App*

*Synergy Enterprise clients only.

• Weekly timesheet and expense entry*

• Reporting for timesheets and expenses*

• Projects look-up*

• Contacts look-up*

• Disaster recovery*

• Pay outstanding invoices

• Change invoice frequency

• Choose account managers

• Select support managers

• Watch training videos

• Download support files

• Log a call in the helpdesk

Login methods• Use third party accounts – Google, Yahoo!, & Hotmail (Outlook.com)• Non-social login (for non-social people)

SYNERGY CLOUD SERVICES

Time and Expenses• Weekly entry view

• Reports for timesheets and expenses

• Overtime rates and approvals are supported

SYNERGY CLOUD SERVICES

Support• Create a helpdesk call to

request assistance with Synergy

• Check the progress of existing helpdesk calls

• Download installation files

• Watch training videos

SYNERGY CLOUD SERVICES

Account• Change billing cycle: annual, bi-

annual or quarterly

• Pay invoices by credit card

• Choose who has access to Accounts and Support

• Update your company’s contact details

SYNERGY CLOUD SERVICES

SYNERGY 4.8.8

SYNERGY 4.8.8 RELEASE

New Release Webinar• Thursday 5 June @ 11AM

(Sydney time) [changed from 6 May as previously

announced]

• Training on the new features in the 4.8.8 release

• Sign-up for the free webinar at: http://www.totalsynergy.com.au/news-events/events

Sign-up for the Beta:• Training overview of the new

release features for your team

• Priority helpdesk for 4.8.8 features

• Email to sign-up melanie.bunting@totalsynergy.com

Invoicing in 4.8.8• Pre-bill invoices to have

placeholder transactions

• Placeholders added to any ‘transaction-less’ invoices

• Keeps the total transaction cost and total ‘revenue matching in reports

‘TRANSACTION-LESS’ INVOICE REPORTING

Phases in 4.8.8• Drag and drop to edit phases

• Multiple fee types

• Easy to switch phases on/off

• Document templates tables for phases with multiple fee types

PROJECT PHASES

Status changes in 4.8.8• Project and Sub Projects updates

in the same window

• Update the entire project or phase

• Defaults to use the Project status

PROJECT STATUS

Planning in 4.8.8• Work Breakdown has edit

phases

• Easy entry of budgets and tasks

• Copy an existing items

• Refresh the budget value after adding specific project rates

• Bulk move for appointments in the project schedule board

RESOURCE MANAGEMENT

Connect in 4.8.8Supports MYOB AccountRight Live:• Basics• Standard • Plus

Not supported – LiveAccounts

MYOB ACCOUNTRIGHT LIVE CONNECT

Configure the settings• Contacts

• Invoices and Credits

• Payments (import/export)

• Supplier expenses

• Staff expenses (cash and travel)

MYOB ACCOUNTRIGHT LIVE CONNECT

Preview the Sync• Preview checks your Synergy

data against MYOB

• Problems are flagged with warning symbols

• Edits details in the Wizard to fix any problems

• Skip records from being sent

MYOB ACCOUNTRIGHT LIVE CONNECT

4.8.8• Checklist items with 0 unit budgets

• Project Budgets can be updated after rate changes or adding project specific rates

• Project audit tracks rate changes

• Transmittal zip file package has a system setting for custom drawing file names

• Transmittal zip file and drawing versions display the file size

• Transmittal word output lets you hide the BCC contacts

• Sub project templates have a filter by ‘Name’ option in the add window

• And more…

MORE NEW FEATURES

New Release Webinar• Thursday 5 June @ 11AM

(Sydney time) [changed from 6 May as previously

announced]

• Training on the new features in the 4.8.8 release

• Sign-up for the free webinar at: http://www.totalsynergy.com.au/news-events/events

Questions?

WRAP-UP