Getting Started with Synergy (System Administrators)
Follow these 12 steps to setup a new Synergy organization. Click the links to read more about a feature in the help files.
Tips:
- New staff member? Invited to an existing Synergy organization and don't need to do any setup then Read the on-boarding guide for new Staff members on how to start using Synergy.
- Invoices can only be created by users with Project Manager access or higher. Find out more about what users can access in the staff security matrix.
Watch the 'Using Synergy' introduction video
Follow the steps to setup Synergy as a System Administrator
1. Organization and profile
- Update the organization details like address and phone numbers
- Upload the organization logo
- Update your user profile details like adding a social login and a profile picture
2. Contacts
- Create contacts - for all clients, suppliers, and external project contacts
- Import contacts using MS Excel
- Import contacts using Connect - import using Xero, or MYOB, or QBO.
- (Optional) Edit contact list drop downs details
3. Rates and financials
- Update the default charge out rate values
- Review the overtime rates
- Edit the default financial control settings
- Check the default tax rates provided
4. Staff
- Create new staff records
- Select the available charge-out rates to used by each staff member
- Enter the staff salary cost details
- Add working hours in the staff calendar
5. Projects
- Add billable projects
- Add non billable projects
- (Optional) Edit project list drop down details
- (Optional) Import projects and project financials using Excel
6. Timesheets
- Entering timesheets
- Starting timers
- Submit staff expense claims
- Using the Internal project
7. Templates
- Edit the default folder structures for
- View and update the sample Word document templates
- Add work breakdown templates
8. Invoices and bills
- Create project invoices
- Enter invoice payments
- Record supplier bills
- Enter office item expenses
9. Documents
- Read the Synergy documents overview
- Upload project documents
- View the project images in a gallery view
- (Optional) Upload contact documents
- (Optional) Upload staff documents
10. Portals
- Enable portal access for project contacts
- Share documents and images to the portal
- View whats happening in the project using the project portal feed
- Chat with the project team
11. Reports (Help coming soon)
- Using Synergy standard reports
- Add report filters, sorting, or grouping
- Export the results to a PDF or Excel file
- Creating custom report layouts
- Share custom report layouts with your team
12. Accounting add-ons
- Configure Synergy Connect
- Run the sync to your accounting system
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