synergy2014 what's new in synergy (4.8.7 and 4.8.8)
DESCRIPTION
Slides from the 'What's new in Synergy' presentation at Synergy2014 conference.TRANSCRIPT
WHAT’S NEWPresenters: Melanie Bunting & Jon Devine
Highlights• Two releases: 4.8.5, and 4.8.7
• Client beta testing - 4.8.8 release
• Enhancements for the desktop and cloud applications
• Watch the webinar recordings in Synergy Cloud Services
WHAT’S NEW IN SYNERGY
Drawing Register• Tracks drawings or
documents
• Link to an actual project file
• Copy files from templates, other projects, or the project folder
DRAWING REGISTER & TRANSMITTALS
Transmittal Versions• Approve a version of the file to
be sent out to the client
• Create multiple file versions
• Assign a custom version number
Tip: Only the created file versions can be sent to clients on transmittals
DRAWING REGISTER & TRANSMITTALS
Transmittals• Drawings and Versions being sent
• Send to Project Contacts and Staff
• Creates a ZIP package containing the selected file versions
• Transmittal Summary outputs using either MS Word or MS Excel
• Email templates used for sending transmittal
• Locked from edits after it is sent
DRAWING REGISTER & TRANSMITTALS
Documents tab• Windows explorer type
navigation
• Now in Projects, Contacts and Contract Admin libraries
• Document folders auto created using the template structure
• Email a document from Synergy
DOCUMENT MANAGEMENT
Document Preview• View the contents of PDF, Word,
images or email files
• Read what the email is about, or who was sender/recipients
• Zoom in/out of a PDF file
• Rotate or copy part of a PDF file
DOCUMENT MANAGEMENT
Controlled Documents• Modified date in the list
• Version # column
• View all the checked-out or read-only document copies
• Archive controlled project documents
DOCUMENT MANAGEMENT
Tip: Only Enterprise clients have access to use controlled documents.Uncontrolled documents are available to all clients.
Global Controlled Documents• Controlled documents search
• Search in all Projects, Contacts and Contracts
• Preview files in the search results
• Check-in documents for multiple projects (or contacts/contracts)
DOCUMENT MANAGEMENT
Outlook plugin• More locations for the Synergy
Explorer panel
• More settings for the defaults for saving emails using the wizard
• Save emails to Projects, Contacts or Contracts
DOCUMENT MANAGEMENT
Tip: Only Enterprise clients have access to use the Outlook plugin.
Configure the Settings• Contacts
• Invoices, Credits & Payments
• Supplier Expenses
• Staff Expenses
• Tracking Categories
XERO CONNECT
Preview the Sync• Synergy data is checked against
your Xero database
• Problems are flagged with warning symbols
• Edit the details in the wizard to fix any problems
XERO CONNECT
4.8.5• Composite Rates renamed to Budget
Templates
• Add Budget Templates using budget factors into the work breakdown
• Assign colours to sub project templates
• Document Template grouping in selected tables
• Auto allocation of card ID’s to contacts or staff for use with Xero Connect
• Support for more Microsoft products: Office 2013, Windows 8, SQL Server 2012, & Windows Server 2012
• Download the .MSI Installer file (silent installer for Administrators)
4.8.7• Project create only shows the tabs
required for data entry
• Set a Project Image
• Send email wizard style changed and email templates available throughout
• Transmittal approval batch processing
• % complete for each work breakdown item
• More bookmarks in proposal, invoice, project and contract admin document templates
• Pinned contracts (My Contract Admin List)
• Support for MYOB 19.9 & Reckon Accounts Premier 2013
MORE NEW FEATURES
SYNERGY CLOUD SERVICES
Synergy Cloud
Services
Accounts SupportCloud App*
*Synergy Enterprise clients only.
• Weekly timesheet and expense entry*
• Reporting for timesheets and expenses*
• Projects look-up*
• Contacts look-up*
• Disaster recovery*
• Pay outstanding invoices
• Change invoice frequency
• Choose account managers
• Select support managers
• Watch training videos
• Download support files
• Log a call in the helpdesk
Login methods• Use third party accounts – Google, Yahoo!, & Hotmail (Outlook.com)• Non-social login (for non-social people)
SYNERGY CLOUD SERVICES
Time and Expenses• Weekly entry view
• Reports for timesheets and expenses
• Overtime rates and approvals are supported
SYNERGY CLOUD SERVICES
Support• Create a helpdesk call to
request assistance with Synergy
• Check the progress of existing helpdesk calls
• Download installation files
• Watch training videos
SYNERGY CLOUD SERVICES
Account• Change billing cycle: annual, bi-
annual or quarterly
• Pay invoices by credit card
• Choose who has access to Accounts and Support
• Update your company’s contact details
SYNERGY CLOUD SERVICES
SYNERGY 4.8.8
SYNERGY 4.8.8 RELEASE
New Release Webinar• Thursday 5 June @ 11AM
(Sydney time) [changed from 6 May as previously
announced]
• Training on the new features in the 4.8.8 release
• Sign-up for the free webinar at: http://www.totalsynergy.com.au/news-events/events
Sign-up for the Beta:• Training overview of the new
release features for your team
• Priority helpdesk for 4.8.8 features
• Email to sign-up [email protected]
Invoicing in 4.8.8• Pre-bill invoices to have
placeholder transactions
• Placeholders added to any ‘transaction-less’ invoices
• Keeps the total transaction cost and total ‘revenue matching in reports
‘TRANSACTION-LESS’ INVOICE REPORTING
Phases in 4.8.8• Drag and drop to edit phases
• Multiple fee types
• Easy to switch phases on/off
• Document templates tables for phases with multiple fee types
PROJECT PHASES
Status changes in 4.8.8• Project and Sub Projects updates
in the same window
• Update the entire project or phase
• Defaults to use the Project status
PROJECT STATUS
Planning in 4.8.8• Work Breakdown has edit
phases
• Easy entry of budgets and tasks
• Copy an existing items
• Refresh the budget value after adding specific project rates
• Bulk move for appointments in the project schedule board
RESOURCE MANAGEMENT
Connect in 4.8.8Supports MYOB AccountRight Live:• Basics• Standard • Plus
Not supported – LiveAccounts
MYOB ACCOUNTRIGHT LIVE CONNECT
Configure the settings• Contacts
• Invoices and Credits
• Payments (import/export)
• Supplier expenses
• Staff expenses (cash and travel)
MYOB ACCOUNTRIGHT LIVE CONNECT
Preview the Sync• Preview checks your Synergy
data against MYOB
• Problems are flagged with warning symbols
• Edits details in the Wizard to fix any problems
• Skip records from being sent
MYOB ACCOUNTRIGHT LIVE CONNECT
4.8.8• Checklist items with 0 unit budgets
• Project Budgets can be updated after rate changes or adding project specific rates
• Project audit tracks rate changes
• Transmittal zip file package has a system setting for custom drawing file names
• Transmittal zip file and drawing versions display the file size
• Transmittal word output lets you hide the BCC contacts
• Sub project templates have a filter by ‘Name’ option in the add window
• And more…
MORE NEW FEATURES
New Release Webinar• Thursday 5 June @ 11AM
(Sydney time) [changed from 6 May as previously
announced]
• Training on the new features in the 4.8.8 release
• Sign-up for the free webinar at: http://www.totalsynergy.com.au/news-events/events
Questions?
WRAP-UP