Day of migration: update your v4 database
Re-send staff welcome email
Recreate your day-to-day workflow
Invoicing
Document management
Downloading a report layout
Inactive rates
Critical reports
Migration Checklist
The Migration process

Recreate your day-to-day workflow

Updated March 25, 2020 23:51

Daily workflows will differ from organisation to organisation however, there will be critical features that are used by all v4 customers. To ensure a smooth transition to Synergy cloud we recommend testing the below features during your trial migration period (as well as anything else that is critical to the way you run your business).

Create a project template

Add a project

Add a contact

Add a timesheet

Add and disburse a bill

Perform a WIP transfer

Create a proposal

Create an invoice