Synergist release notes

In this release:
Synergist v14 | July 25
Hey Synergist Community!
Synergist v14 brings you smarter automation, better insights, seamless integrations, and loads more options to make Synergist work as your agency needs.
Check out what’s new in Synergist!
Departmental revenue analysis
Previously, if you wanted to see revenue by department, you had to create separate phases for each department. This new feature handles departmental revenue tracking automatically, freeing up phases to be used for deliverables, stages etc. This can provide a more intuitive job structure for team members.
See Departmental revenue analysis help article for more details.
* Available with Professional and Enterprise subscriptions.
Multi-phase Gantt chart
View multiple phases across multiple jobs in one Gantt chart.
From the phase list, you can select multiple phases across different jobs and view them as a Gantt chart.
Note: This feature was already available for jobs, allowing you to select multiple jobs from your job list and view them in a single Gantt chart view. Unlike the multi-job Gantt chart, the multi-phase Gantt chart is read-only. There's an option in the preferences section to 'Include data that has dependencies with selected data'.
See Multi Job / Phase Gantt charts help article for more details.
Mark phases as optional phases
Perfect for when you want to give clients a pick list. Mark phases as 'Standard', 'Option' or 'Picked'.
Phases marked as 'Optional' have their values excluded from dashboards, list totals, quotes and estimates. Additionally, they are excluded from date controls and Gantt charts.
This feature provides the flexibility to present phases as options without affecting job totals until they are 'Picked'.
See Mark phases as optional help article for more details.
Job/Phase chargeable time booked
In the Job or Phase Dashboard tab, you can now view the chargeable time booked and the time not booked.
Estimate stage subtotals
If you're using Job/Phase 2-tier, a new "Show stage totals" option has been added to the Estimate filter.
Remember to save the view so that 'Stage sub totals' appear on all job and phase estimates.
Copy client/job info and hyperlinks
Right-click on a client or job button, and it will give you the option to copy the number, description, or hyperlink to your clipboard, allowing you to easily share it.
See Common Controls help article for more details.
Document templates: additional short code options
Two new short codes have been added to document templates:
- Address
- Company reg number
Charge codes: number of hours per day
You now have the option to modify the number of hours per day for a specific charge code, allowing for more accurate estimating and quoting purposes.
A new 'Estimate in' field has been added to the Charge Codes Details page. 'Estimate in' allows you to select days or hours. When days are selected, a new 'Hours in a day' field appears, which allows the hours in a day to be set for this charge code. This will override the company setting unless it is set to '0'.
Job templates: Copy template charge rates
Ability to copy estimate charge rates when creating a job from a template. This means the rates on the template can optionally be used in place of client-specific or standard rates.
Add multiple lines to invoices, purchases and quotes
Add multiple lines to an invoice, purchase order, job or phase quote. The 'Add' button now offers options to add 5 or 10 lines at once, rather than adding each one individually.
New two-way integration with Google Calendar
Enabling resource bookings to appear in your Google Calendar and Google Calendar events to appear in Synergist.
When you book resources in the Synergist resource schedule, the bookings are automatically added to their Google Calendar. More importantly, when team members add events to their Google Calendar, these synchronise back to your agency's resource scheduling calendar. The integration updates in real time, so changes appear in both systems within minutes.
- When a calendar booking is added to Google, it will be automatically synced and displayed in Synergist's calendar bookings. This will work for:
- Creating new bookings
- Updating existing bookings
- Deleting existing bookings
- When a calendar booking is added to Synergist (within one of the specified companies), it will be automatically synced and displayed within Google Calendar. This will work for:
- Creating new bookings
- Updating existing bookings
- Deleting existing bookings
The setup process connects your entire Google Workspace domain with just a few clicks:
- Navigate to System Settings and select "Calendar Integration" (administrator access required)
- Authenticate with your Google Workspace admin account and authorise the integration
- Select which company calendars to include in your agency resource management system
Once configured, the system will automatically sync all bookings from Synergist and events from Google Calendar events within the next year, and begin real-time synchronisation.
See Google Calendar synchronisation help article for more details.
My calendar views
Now you can choose to view My calendar in a list or diary/calendar format.
Booking description - new option
A new booking description option has been added labelled 'Job description, phase description' in the Preference section in Resource Bookings.
AI expense creation from receipt images
When you upload a receipt image, our AI tool will autofill the expense 'Total value', 'Date' and 'Supplier name'.
When the 'Upload to autofill' button is used, the receipt's total, date, and supplier name will be automatically filled in on the estimate line.
See AI auto-fill receipt expenses help article for more details.
*Only available for Synergist Cloud customers
Automated fields for invoice emails
Automatically generate email subject lines and body content with relevant client data when sending invoices via Synergist-generated emails.
Located in File Maintenance > Reports (type invoice), placeholders can be added to the 'Email default subject' and 'Email default body' fields:
- {DocumentNumber}
- {ClientCode}
- {ClientName}
- {SynergistClientCode}
- {JobPhase}
- {DocumentDate}
See Invoice email subject lines help article for more details.
Batch update quote approval values
Within the user batch update, two new fields have been added:
- 'Quote approval level'
- 'Maximum quote approval'
Mark nominal codes as 'Inactive'
Nominal Codes marked 'inactive' will no longer appear for selection when invoicing etc. but can be returned to active use later by removing the 'inactive' flag.
Generic accounts export
The inclusion of due dates for both sales and purchase transactions on the generic export format.
New Data Analytics options
Data-type 'Opportunities' now has a new 'Count' value to use option.
Data-type 'Tasks' now has a new 'Start date' option added to the date drop-down.
View charge code restricted clients
The organisations list now includes an optional column identifying 'charge code restricted' clients.
Filter user list based on group / permissions
The user list can now be filtered based on group membership and permissions to ease user maintenance and compliance checks.
Multi-search in File Maintenance
This allows for situations such as entering a list of users into the search field to select their records and perform batch updates.
Lookups and custom field filter
A filter has been added to File Maintenance > Look up and Custom Fields, to filter the list by type for ease of maintenance.
Inactivate material types
Mark material types inactive and use the new filtering option to control which ones are visible in File Maintenance.
Organise tiles on your Personal dashboard
The tiles on Personal dashboards can now be rearranged using drag-and-drop.
What's next?
This is just the start. We’re planning regular updates to keep improving your user experience and bringing feature enhancements to make the Synergist even better!
We have a raft of new features and integrations planned, and we’ll be continuing with the UX overhaul of each functional area, incorporating feedback from our clients.
Watch this space!