Synergy product update โ€“ March 2022 โ€“ Updates to invoicing, resource planning, document register

Youโ€™re in luck! In the lead up to St Patrickโ€™s Day, we bring you exciting updates to invoicing, the resource planning board (add and move hours easier), and the document register (package documents as ZIP files).

UPDATE โ€“ Invoicingโ€ฏย ย ย 

  • Credit Return to WIP is now available on invoices that include pre-billed stages.ย Read more

UPDATE โ€“ย Resource Planning โ€ฏย 

  • Add a full week of resourced hours for a staff member on a project with a single click, using the new โ€˜Addโ€™ button. This is featured at the beginning or end of their resourced period
  • Transfer hours from one staff member to another in resource planning

UPDATE โ€“ย Project Scheduleโ€ฏย 

  • Thereโ€™s a new confirmation pop-up when setting a staff member to 0 hours in project planning

UPDATE โ€“ย SharePointโ€ฏDocument Controlโ€ฏย 

  • Document or project folder names that are changed in Synergy will now automatically update in SharePoint
  • Delete documents in both Synergy and SharePoint with a single click in the document library

UPDATE โ€“ย Document registerโ€ฏโ€ฏย 

  • Download multiple documents (up to four) as a ZIP file to your local machine from the project documents page.ย Read moreโ€ฏย 
  • A copy of the ZIP file will be saved in the staff memberโ€™s โ€˜Temporary documentsโ€™

UPDATE โ€“ Transmittalsโ€ฏโ€ฏย 

  • The Revision date will now be the latest updated date for the document

UPDATE โ€“ย Project performanceโ€ฏย 

  • You can now filter the Project performance page by Stage Manager

UPDATE โ€“ Other enhancements

  • Performance enhancements to the resource planning board have been made for faster loading times
  • Transmittalโ€ฏemails willโ€ฏinclude the subject and message in the body text when sent out
  • MYOB contact import will now import contacts with all the personnel under that company in Synergy
  • โ€˜Team staff is Defaultโ€™ has been re-named to โ€˜Team staff is Primaryโ€™ in the โ€˜Teamโ€™ report type in Synergy reporting

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