Getting started
Set up your organisation, financials, and learn how to import data into Synergy
Welcome to Synergy
- How to search
- How can I get help using Synergy?
- New staff guide
- Navigating Synergy
- Profile
- What is Synergy?
Administrator setup options
- Rates explained
- Setup the organisation
- Financial controls overview
- Invoice and credit numbering options
- Setting up charge-out rates
- Project numbering options
Configuration
- How do I login using Office 365?
- Do system administrators need to do anything when Office 365 authentication is activated?
- How will Office 365 authentication affect new users?
- Open SharePoint folder from Synergy
- How do I name folders using Windows file server?
- Multi office and FileSync/Windows File Server
Financial Controls
- Filtering cost centres
- Edit a cost centre
- Mark a cost centre as inactive
- Delete a cost centre
- Create a cost centre
- Expense types and account codes
Data Imports (Projects, Contacts Financials)
- QuickBooks Online Contacts Import
- MYOB ARL Contacts Import
- Xero contacts import
- Excel Contact Import
- Excel staff imports
- Excel Financial Information
Project Templates
- Edit the stage dates
- Reorder phases, stages and tasks in the work breakdown
- Where is the template work breakdown structure?
- Add a new project template
- How do export a document template?
- Templates - Synergy Document Tables
Rates & Costs
Subscription
- Adding SharePoint document control to your subscription
- Change the account owner
- Update credit card details
- Print previous subscription invoices
- Renewing subscriptions
- Subscription payments
Project & Invoice Numbering
- Add a custom project number
- Delete an invoice number sequence
- Edit the invoice number sequence
- Credit note numbers
- Invoice numbers
- Project numbers
Tax Codes
Dashboard
Multi Currency
Multi Office
- Where can I filter by multi office?
- Does multi office work in team builder?
- What happens to my project numbering in multi office?
- How do I use bookmarks in multi office?
- What happens if I use an Excel import with multi office?
- What multi office reports are available?