Q&A's, How to help guide, and everything you need to know about using Synergy
Synergy Fieldbook app
- How do I add time for someone else?
- Fieldbook subscription
- Security matrix flags for FieldBook
- Add a photo of the cash expense in Synergy Fieldbook
- Staff security matrix for Fieldbook
- Why can’t I log time for someone in my project team?
- Restrict to Specific Rates
- Creating a template from a project
- Changing the Project Manager
- Deleting a stage
- Add a phase, stage or task to the work breakdown
- Switching the invoice layout
Invoices & Bills
- Invoice calculations
- Filter the invoice list
- Search for an invoice
- Listing views or sorting of invoices
- Deleting an invoice
- Modifying the number or date of an invoice
Project financials and invoicing
- Credit returning to WIP
- Project financials spreadsheet import guide
- When to Credit, Write-off or Cancel an invoice
- Billable and non-billable projects
- Create a new project
Connect & Add-ons
- How do I install Sage connect?
- Sage Connect
- Premium API
- The typical SharePoint workflow
- How do I change the security access level for folders to use SharePoint?
- MYOB tracking categories
- How can I remove a cash or travel expense?
- How can I create a travel and cash expense report?
- How can I enter tax free cash expenses?
- How can I edit a cash or travel expense?
- How do I enter a cash or travel expense?
- Office expenses
- Entering timesheets
- Using timers
- Staff expenses
- Turning on timesheet auto approval
- Timesheet approval overview
- How do I bulk approve timesheets?
The planning board
- Filtering the KanBan board
- Editing stage date in the revenue forecast
- How do I search for a staff member in the Kanban board?
- Viewing the Kanban board by date or by status
- How do I set up a team?
- Why is the slider not working in team builder?
Portals & transmittals
- Posting an announcement on the portal
- Portal announcements
- Actions for contacts in the portal
- Giving portal access to an existing contact
- Adding additional staff to the portal
- Adding additional portal contacts
- Using accounting add-ons with contacts
- Filter and search for contacts
- Using list view for contacts
- Making a contact inactive
- Deleting a contact
- Updating the details of a contact
Staff and security
- Create staff
- Accrual schedule
- How do I add a staff to team?
- How do I set a team as the default team?
- How do I change the name of an existing team?
- How do I change the description of an existing team?
Documents & Images
- Reset folders to match template
- Searching and filtering options for documents
- Changing the list view for project documents
- Creating a proposal document
- Actions available for invoice and credit note documents
- Project invoices folder
Notes & To-do's
- Adding starts date to your to-dos
- What are the different colours in my to-do list?
- How do I add a due date for the to-do in the schedule?
- How do I mark a to-do in the schedule as completed?
- How do I add a to-do in the schedule?
- How do I assign a staff member to a to-do?
- Filtering Transactions by date
- WIP transfer
- Transactions overview
- Disabling transaction write-off codes
- How can I add or edit transaction write-off codes?
- Reporting on Teams
- Merged row duplicates
- Win/loss report
- How do I insert a page break in reports?
- Timesheet report: utilization report
- Timesheet report: Projects and tasks in this week/month