Configuration overview

Setup required before use	Who can use it?	Where is it?
n/a	System Administrator	Settings > Organization > Configuration

The short name for your company. e.g. Total Synergy. This name can be shown on document outputs, reports, and is shown through the Synergy application.

The long name or legal trading name of your business. e.g. Total Synergy Pty Ltd. This name can be shown on document outputs and reports.

• Time zone: Select the time zone for your location. The time zone selected controls the time stamp that shown for actions in Synergy.

• Language: Select your language from the list. The language selected will control the spelling of the words on the page, or if available this will translate the English words into your alternate language selected. Translation is not available for all languages at this time.

• Region: Select your region to determine localization for currency symbols and tax rates.

Contact unique ID's allow you to store a number for each record, and be able to search for an view the same number your accounting system like MYOB AccountRight Live or Xero. In some accounting systems this is known as a 'card id number', and it is required to be used for mapping if you have more than one contact (company or person) with the same name, or if the same contact is attached to both invoices and supplier bills.Unique ID settings allow you to update the default numbering that is applied to new contact records that are created in Synergy. Update the default unique ID number format by:

1. Check the 'preview' panel to see the default number format. If the number is not correct, then update the format by using the fields:

   • Prefix - letters or numbers to always appear in-front of the auto generated id number. E.g. Have a prefix of C for client or customer.

   • Start - type the next number that can be used in the sequence. E.g. 1000 to start from 1000 in the numbering sequence instead of 0001 as default.

   • Padding - type a character to be used when padding is required. E.g. type 0's to fill blanks in the number with 0's.

   • Length - the total number of letters and numbers that should be used to build the unique id. E.g. type a length of 5 when you want a prefix of 1 character for C prefix, followed by an id number of 4 digits.

2. Click the 'save' button. This then updates what is shown in the 'preview' panel to have a sample for the new defaults.

3. The next available unique ID number will be assigned to the next contact created. Existing contacts are not updated when this setting is changed.

4. Save and close.

Tips:

• The unique ID number assigned to a contact record cannot be the same as an unique id number assigned to a staff record.
• Staff records have a unique ID prefix of S to make their records separate to contacts by default e.g. S0004 instead of 0004.
• The auto assigned unique ID number on contacts and staff can be over typed and changed as required.

Staff unique ID's allow you to store a number for each record, and be able to search for an view the same number your accounting system like MYOB AccountRight Live or Xero. In some accounting systems this is known as a 'card id number', and it is required to be used for mapping if you have more than one staff member with the same name. The staff record is sent to your accounting system when you sync data for staff expenses (cash and travel) for reimbursement.Unique ID settings allow you to update the default numbering that is applied to new staff records. Update the default unique ID number format by:

1. Check the 'preview' panel to see the default number format. If the number is not correct, then update the format by using:

   • Prefix - letters or numbers to always appear in-front of the auto generated id number. E.g. Have a prefix of S for staff.

   • Start - type the next number that can be used in the sequence. E.g. 1000 to start from 1000 in the numbering sequence instead of 0001 as default.

   • Padding - type a character to be used when padding is required. E.g. type 0's to fill blanks in the number with 0's.

   • Length - the total number of letters and numbers that should be used to build the unique id. E.g. type a length of 5 when you want a prefix of 1 character for S prefix, followed by an id number of 4 digits.

2. Click the 'save' button. This then updates what is shown in the 'preview' panel to have a sample for the new defaults.

3. The next available unique ID number will be assigned to the next staff record created. Existing staff records are not updated when this setting is changed.

4. Save and close.

Tips:

• Staff records cannot have the same unique ID applied as a Synergy contact record.

• Staff default to have a S prefix in-front of the staff unique ID number, making the unique ID number S0005 for example instead of 0005.

• The auto assigned unique ID number on contacts and staff can be over typed and changed as required.

Setup the aging periods to be used by the Aged WIP report. Find out the chargeable value of the transactions which are eligible for invoicing (at WIP status). The aged WIP report is show on the organization dashboard, and on the project general tab using these aging periods, and in the standard Synergy reports.

The default aging periods are:

1. 0 - 30 days

2. 31 - 45 days

3. 46 - 60 days

4. 61 - 90 days

5. 91 + days

Updates available are:

• Days - Type an alternate number of days into the field to be used as the aging period.

• Color - Click the color square to select an alternate color from the selector.

Setup the aging periods to be used by the Aged Debtors report. Used to calculate the overdue or unpaid value of Synergy invoices for each period. The aged debtor report is shown on the organization dashboard, and in the standard Synergy reports. The default aging periods are:

1. 0 - 30 days

2. 31 - 45 days

3. 46 - 60 days

4. 61 - 90 days

5. 91 + days

Updates available are:

• Calculate using - The invoice date, or the due date of the invoice. The invoices use the 'due date' of the invoice by default, to count the number of days the invoice payment is overdue which determines which aging period the value is shown within.

• Days - Type an alternate number of days into the field to be used as the aging period.

• Color - Click the color square to select an alternate color from the selector.

Define the address format used on document outputs such as invoices, credit notes, proposal or project documents. The address format controls how the contact address is shown on these document outputs that you send to your clients. Address format options are:

Format option	Description	Enabled example	Disabled example
Use double spacing	Add an extra space between the suburb / town, state, and postal code	Sydney NSW 2000	Sydney NSW 2000
Show town on a separate line	Show the suburb / town on a separate address line to the state and postal code	Sydney NSW 2000 Australia	Sydney NSW 2000 Australia
Add a comma ',' after the suburb / town	Add a comma after the suburb / town in the address	Sydney, NSW 2000	Sydney NSW 2000

Choose if the getting started wizard is still shown in Synergy. Use the getting started wizard as a guide on how to complete the initial setup for Synergy, create projects, enter timesheets or expenses, and create invoices.Uncheck the getting started wizard box to hide this option, or click the link to open the getting started guide now.

The following options are available to control the default actions within projects:

1. Default external name from title - Enable this option and the text typed into the 'project title' field is automatically copied to the 'project external name' field. The project title is used to store the internal name for the project with your team, and the project external name is used to store the name that you want shown on externally sent documents and reports.

Availability approvals

When staff set their availability, if ticked, their manager will need to approve.

Enable unearned income calculations

Enter the date from which you want to start your unearned income calculations. Read more

 

Office 365 authentication

With this setting activated, users can only log in into Synergy using their office 365 credentials. Read more

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