NEW — Timesheet Auto-Approvals
You can now set rules to auto-approve timesheets based on factors such as staff resourcing, total time and cash and travel expenses. You can dynamically see why timesheets haven’t been auto-approved, to pick up timesheet errors quickly and fix them on-the-go.
UPDATE — Timesheet Approvals
- Approve single days/timesheets/expenses without locking the whole week
- Managers can un-approve individual transactions
- See if your approved timesheets were auto approved (including bills, office expenses, etc.)
- See which transactions were approved by a manager
UPDATE — Pre-billing
- See the list of invoice stages even without WIP selected
UPDATE — Resourcing and the planning board
- We’ve introduced resourcing notes — add small notes at a resource or unassigned role level to better communicate within your resourcing team
- Filter resourcing by Teams
- Open a singular project schedule from the right-side menu in the planning board
UPDATE — Kanban
- We’ve made performance improvements to to-do load times
- Only see to-dos that are done in the last week
- Get a notification when a to-do is ready for review
UPDATE — Project templates
- Copy a project to turn it into a project template (including work breakdown fees, budgets and resourcing)
UPDATE — More enhancements
- Your notifications are now limited to the organisation you’re logged into
- We fixed an issue with overtime rate changes requiring a manual update to being default on timesheets
- Timesheets summary page now defaults to showing all timesheets (not just incomplete)
- Project list on the timesheets page is now sorted by project number
- We fixed an issue with travel expense rates where rate changes would not update the totals
- We’ve improved invoicing performance
- Filter the transactions page by stages
Visit the Synergy knowledge base to see the full release notes.
