Slides from the 'What's new in Synergy' presentation at Synergy2014 conference.

1. WHAT’S NEW
Presenters: Melanie Bunting & Jon Devine

2. Highlights
• Two releases: 4.8.5, and 4.8.7
• Client beta testing - 4.8.8
release
• Enhancements for the desktop
and cloud applications
• Watch the webinar recordings in
Synergy Cloud Services
WHAT’S NEW IN SYNERGY

3. Drawing Register
• Tracks drawings or
documents
• Link to an actual project file
• Copy files from templates,
other projects, or the project
folder
DRAWING REGISTER & TRANSMITTALS

4. Transmittal Versions
• Approve a version of the file to
be sent out to the client
• Create multiple file versions
• Assign a custom version
number
Tip: Only the created file versions can be
sent to clients on transmittals
DRAWING REGISTER & TRANSMITTALS

5. Transmittals
• Drawings and Versions being sent
• Send to Project Contacts and Staff
• Creates a ZIP package containing
the selected file versions
• Transmittal Summary outputs
using either MS Word or MS Excel
• Email templates used for sending
transmittal
• Locked from edits after it is sent
DRAWING REGISTER & TRANSMITTALS

6. Documents tab
• Windows explorer type
navigation
• Now in Projects, Contacts and
Contract Admin libraries
• Document folders auto created
using the template structure
• Email a document from Synergy
DOCUMENT MANAGEMENT

7. Document Preview
• View the contents of PDF, Word,
images or email files
• Read what the email is about, or
who was sender/recipients
• Zoom in/out of a PDF file
• Rotate or copy part of a PDF file
DOCUMENT MANAGEMENT

8. Controlled Documents
• Modified date in the list
• Version # column
• View all the checked-out or
read-only document copies
• Archive controlled project
documents
DOCUMENT MANAGEMENT
Tip: Only Enterprise clients have access to use controlled documents.
Uncontrolled documents are available to all clients.

9. Global Controlled
Documents
• Controlled documents search
• Search in all Projects, Contacts
and Contracts
• Preview files in the search
results
• Check-in documents for
multiple projects (or
contacts/contracts)
DOCUMENT MANAGEMENT

10. Outlook plugin
• More locations for the Synergy
Explorer panel
• More settings for the defaults
for saving emails using the
wizard
• Save emails to Projects,
Contacts or Contracts
DOCUMENT MANAGEMENT
Tip: Only Enterprise clients have access to use the Outlook plugin.

11. Configure the Settings
• Contacts
• Invoices, Credits & Payments
• Supplier Expenses
• Staff Expenses
• Tracking Categories
XERO CONNECT

12. Preview the Sync
• Synergy data is checked against
your Xero database
• Problems are flagged with
warning symbols
• Edit the details in the wizard to
fix any problems
XERO CONNECT

13. 4.8.5
• Composite Rates renamed to Budget
Templates
• Add Budget Templates using budget
factors into the work breakdown
• Assign colours to sub project templates
• Document Template grouping in
selected tables
• Auto allocation of card ID’s to contacts
or staff for use with Xero Connect
• Support for more Microsoft products:
Office 2013, Windows 8, SQL Server
2012, & Windows Server 2012
• Download the .MSI Installer file (silent
installer for Administrators)
4.8.7
• Project create only shows the tabs
required for data entry
• Set a Project Image
• Send email wizard style changed and
email templates available throughout
• Transmittal approval batch processing
• % complete for each work breakdown
item
• More bookmarks in proposal, invoice,
project and contract admin document
templates
• Pinned contracts (My Contract Admin
List)
• Support for MYOB 19.9 & Reckon
Accounts Premier 2013
MORE NEW FEATURES

14. SYNERGY CLOUD SERVICES
Synergy
Cloud
Services
Accounts SupportCloud App*
*Synergy Enterprise clients only.
• Weekly timesheet and
expense entry*
• Reporting for timesheets
and expenses*
• Projects look-up*
• Contacts look-up*
• Disaster recovery*
• Pay outstanding
invoices
• Change invoice
frequency
• Choose account
managers
• Select support
managers
• Watch training
videos
• Download support
files
• Log a call in the
helpdesk

15. Login methods
• Use third party accounts – Google, Yahoo!, & Hotmail (Outlook.com)
• Non-social login (for non-social people)
SYNERGY CLOUD SERVICES

16. Time and Expenses
• Weekly entry view
• Reports for timesheets and
expenses
• Overtime rates and approvals
are supported
SYNERGY CLOUD SERVICES

17. Support
• Create a helpdesk call to
request assistance with Synergy
• Check the progress of existing
helpdesk calls
• Download installation files
• Watch training videos
SYNERGY CLOUD SERVICES

18. Account
• Change billing cycle: annual, bi-
annual or quarterly
• Pay invoices by credit card
• Choose who has access to
Accounts and Support
• Update your company’s contact
details
SYNERGY CLOUD SERVICES

19. SYNERGY 4.8.8

20. SYNERGY 4.8.8 RELEASE
New Release Webinar
• Thursday 5 June @ 11AM
(Sydney time) [changed from 6 May as previously
announced]
• Training on the new features in
the 4.8.8 release
• Sign-up for the free webinar at:
http://www.totalsynergy.com.au/ne
ws-events/events
Sign-up for the Beta:
• Training overview of the new
release features for your team
• Priority helpdesk for 4.8.8
features
• Email to sign-up
melanie.bunting@totalsynergy.com

21. Invoicing in 4.8.8
• Pre-bill invoices to have
placeholder transactions
• Placeholders added to any
‘transaction-less’ invoices
• Keeps the total transaction cost
and total ‘revenue matching in
reports
‘TRANSACTION-LESS’ INVOICE REPORTING

22. Phases in 4.8.8
• Drag and drop to edit phases
• Multiple fee types
• Easy to switch phases on/off
• Document templates tables for
phases with multiple fee types
PROJECT PHASES

23. Status changes in 4.8.8
• Project and Sub Projects updates
in the same window
• Update the entire project or phase
• Defaults to use the Project status
PROJECT STATUS

24. Planning in 4.8.8
• Work Breakdown has edit
phases
• Easy entry of budgets and tasks
• Copy an existing items
• Refresh the budget value after
adding specific project rates
• Bulk move for appointments in
the project schedule board
RESOURCE MANAGEMENT

25. Connect in 4.8.8
Supports MYOB
AccountRight Live:
• Basics
• Standard
• Plus
Not supported – LiveAccounts
MYOB ACCOUNTRIGHT LIVE CONNECT

26. Configure the settings
• Contacts
• Invoices and Credits
• Payments (import/export)
• Supplier expenses
• Staff expenses (cash and travel)
MYOB ACCOUNTRIGHT LIVE CONNECT

27. Preview the Sync
• Preview checks your Synergy
data against MYOB
• Problems are flagged with
warning symbols
• Edits details in the Wizard to fix
any problems
• Skip records from being sent
MYOB ACCOUNTRIGHT LIVE CONNECT

28. 4.8.8
• Checklist items with 0 unit budgets
• Project Budgets can be updated after
rate changes or adding project specific
rates
• Project audit tracks rate changes
• Transmittal zip file package has a system
setting for custom drawing file names
• Transmittal zip file and drawing versions
display the file size
• Transmittal word output lets you hide
the BCC contacts
• Sub project templates have a filter by
‘Name’ option in the add window
• And more…
MORE NEW FEATURES
New Release Webinar
• Thursday 5 June @ 11AM
(Sydney time) [changed from 6 May as previously
announced]
• Training on the new features in
the 4.8.8 release
• Sign-up for the free webinar at:
http://www.totalsynergy.com.au/ne
ws-events/events

29. Questions?
WRAP-UP