Synergy product update – February 2022 – Invoice audits

In this release pre-Valentine’s Day, we hope you love our new invoice audits functionality. We’ve also listened to your feedback (which we’re extremely grateful for!) and made updates to stage management, post-billing, project templates and project documents, as well as some other smaller enhancements.

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

More To Explore



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