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  1. Synergy Support
  2. Getting started
  3. Administrator setup options

New articles and posts

  • Rates explained
  • Entering timesheets
  • Using timers
  • Staff expenses
  • Create staff
  • Synergy release - 23 January 2021
  • Synergy release - 17 October 2020
  • Synergy release - September 20 2020
  • Synergy release - 24 August 2020
  • Synergy release - 26 July 2020

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Administrator setup options

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Steps to setup a new Synergy organisation by staff with Administrator access level.

  • Rates explained
  • Setup the organisation
  • Financial controls overview
  • Invoice and credit numbering options
  • Setting up charge-out rates
  • Project numbering options
  • Contact drop down lists
  • Project drop down lists

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