Synergy product update — May 2021 — Stage-specific rate restrictions, staff menu navigation, and inactive staff filter

May’s release is a short and sharp one. We’ve created stage-specific rate restrictions, customised staff menu navigation, added a filter for inactive staff, and more.

NEW — Stage-specific rate restrictions

  • You can now restrict a stage to specific rates in your work breakdown. This means that only rates with a stage-specific value will be able to have time put against them. Read more about it in our knowledge base.

UPDATE — Staff 

  • We have customised the staff menu to make it simpler and easier to navigate – you’ll see it segmented and grouped in a different list.
  • We added a filter on the staff rate summary page to view ‘inactive’ staff.

UPDATE — Fixes

  • Fixed an issue where unsuccessful stages were included on the revenue forecasting screen.

More To Explore



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