Integrated agency timesheets and expense management

Track time quickly, easily and accurately

Capture time spent as you go, from any device, with easy-to-use one-click timesheets.

• Use the timer/stopwatch option or record multiple entries together. Add notes of work done and feed back if further time needs scheduling to complete a job
• Time can be logged against billable and non-billable jobs, for visibility of which tasks are impacting recoverability
• Scheduled jobs are auto-populated with the job number and charge code for accurate project budget tracking
• When a job is marked as complete, no further time or expenses can be added, avoiding adding to invoiced jobs and not getting paid for time
• Set up automated reminders to help your team track time regularly
• Approval workflows ensure time is logged correctly and managers can quickly see utilisation
• Option to add freelancers for timesheet posting and consolidate time across multiple jobs to a purchase order

Save time recording and tracking expenses

Team members can submit their expenses on-the-go, managers can quickly review and approve, and finance functions can streamline processing.

• Quickly record personal 'out-of-pocket' expenses using the mobile app and upload digital receipts - no need to keep paper copies

• Log expenses against a client, job or internally to recharge where possible

• Calculate mileage easily using the pre-defined pence-per-mile calculator

• Upload and allocate credit card expenses to the correct job

• Expense approval workflows make sure costs are allocated to the right jobs and passed on, with alerts to approve. Can query, hold or reject

• Integrate expense management with your existing finance system to streamline processing and payment

Easily monitor your team's utilisation

Synergist gives you an instant view of how well you’re utilising and recovering your team’s time.

• The performance dashboard shows utilisation on chargeable and non-chargeable work by team, resource type or individual. See their chargeable hours and value vs targets
• Missing timesheet reports let you quickly see when time hasn't been tracked or posted
• See under- or over-utilisation by individual, team, skill or resource, to make informed training, recruitment and freelance-hiring decisions
• Drill into the detail of where people are spending time and the cost impact

See more on agency management dashboards and reports

Track project budgets in real-time

Instantly see a live picture of your budget and project profitability. Colour coding alerts you if you’re ‘job healthy’ or not, so you can quickly take proactive measures.

• See the financial health of your projects and phases on the job-tracking dashboards. At-a-glance traffic light systems quickly highlight if you’re going over budget
• Track quoted, invoiced, or recognised values vs actual time and costs - with a live view of work in progress, percentage completion, potential overrun and profit margin
• Receive email alerts to flag possible issues — for example, a job reaching a certain percentage of its budget
• Analyse estimates vs actuals to inform future project costings

See more on agency project tracking