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TIME TRACKING & EXPENSES

Project time and expense tracking made easy

Time is your most valuable commodity, so it’s important you know just how it’s being spent Synergist makes it easy for your teams to record time and expenses.

Track time quickly, easily and accurately

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

  • Record multiple entries together or use the stopwatch. Add notes of work done and feed back if the job needs more time scheduling

  • Log time against billable and non-billable work, for full visibility of which tasks are impacting recoverability

  • Scheduled jobs are auto-populated with the job number and charge code for accurate project budget tracking

  • Jobs marked as complete mean no further time or expenses can be added, so your not putting anything against invoiced jobs and losing money

  • Set up reminders to help your team track time regularly. Missing timesheet reports let you quickly see when time hasn't been logged

  • Approval workflows make sure time is logged correctly and managers can quickly see utilisation

  • Add freelancers for timesheet posting and consolidate time across multiple jobs to a purchase order

We can understand more about whether we’re overservicing or underservicing our clients, and if so, what’s causing this.

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Lis Anderson Founder and Director, AMBITIOUS
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Manage expenses more efficiently

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

  • Quickly record personal expenses using the mobile app and upload digital receipts - no need to keep or try and find paper copies

  • Log expenses against a client, job or internally

  • 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

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

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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

  • See under- or over-utilisation by individual, team, skill or resource, to make informed training, recruitment and freelance-hiring decisions

  • Drill down into the detail of where people are spending time and the cost impact. See more on agency management dashboards and reports

Agency guides

Agency utilisation rates

Essentially, agencies sell people’s time. So, the more hours you sell, the more revenue you make. And this is where you need to know more about your team’s utilisation rates.

Read more

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’, so you can quickly take proactive measures if you're not.

  • See the financial health of your projects and phases on the job-tracking dashboards. At-a-glance traffic light systems tell you if you’re ‘job healthy’, so you can quickly take proactive measures if you're not.

  • 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