NEW – Invoice audits
- Audit logs will now be stored in the Synergy database, enabling you to report on invoice audit information
- You can find all data columns in invoice reports
UPDATE – Stage management
- Stages can now be deleted in stage management. The same rules around deleting stages in the work breakdown apply. Read more
- Phases can now be added using the ‘Add’ button on the screen, or edited by clicking on the phase name
- A new phase won’t appear until a new stage has been assigned to the phase
- Invoice percentage is now an additional column
- Right click functionality has been added so you can open pages in a new tab
UPDATE – Post-billing
- You can now return individual transactions to WIP from an owing invoice
- This option is available in the ‘Invoiced’ view in the transactions screen, and must be filtered by the invoice number. Read more
UPDATE – Project templates
- You can now alter the fee that your project template has in the planning board
- If you want to change the project template you are using, a new pop-up will appear asking if you’d like to keep the current financials or update them. Read more
UPDATE – Project documents
- You’re now able to change between alpha and numeric revisions freely
UPDATE – Sage Connect
- Synergy has been upgraded to allow you to sync to version 27 and 28 of Sage
UPDATE – Other enhancements
- New, smaller error banners that appear in the top right of screen. These will show you an error and when an action has been successful after
- All project templates will now default to start and end on a business day (as opposed to a weekend day)
- Projects in the planning board and schedule will also be calculated in terms of business days
