Synergist v12.1 Detailed Release Notes - Browser InterfaceTraining
Whatever help you need, you’ll get it. To arrange on-site or online training please contact your account handler directly or drop us an email. Alternatively, our video tutorials give step-by-step instructions to make the most of Synergist.
Synergist v12.1 builds on the new browser interface that was introduced in v12, by adding both new functionality and further depth to existing functionality. The excellent feedback we've had from users of the new interface has also helped steer the improvements in usability that are part of v12.1
The following are a sample of some of the enhancements and new features in v12.1 If you wish to read the full release, it can be found here.
A new requisitions feature allowing a user to submit a request for resource that includes work instructions, attached files, charge code, hours and even the preferred resource. Bookings can be made by the resource manager by simply dragging and dropping from a list of requisitions with the bookings carrying all relevant details. This allows the person doing the work to be immediately productive as they have all the information they require directly from their calendar.
The timer feature previously available on the weekly timesheet is now also available on the daily timesheet. The Weekly timesheet has a new option to hide overtime rows where no overtime has been entered. And a Submit all button has been added to improve its visibility, in place of this being on the actions menu.
Billing forecast dashboard now allows non-confirmed opportunities to be included or excluded.
Billing plan values can have an overall % weighting for the job/opportunity applied, or via an optional override a different weighting for each billing plan entry.
Dashboards now support ‘My Team’ view in addition to ‘All’ and ‘Current User’ views
A stages item has been added to the Clients & Jobs menu. This lists stages across multiple jobs with the facility to filter and save views.
Posting to accounts systems has now been added the Synergist browser interface removing the need for the use of the desktop ‘Synergist Connect’ tool. Posting to on premise accounts systems that utilise a direct desktop integration (Sage 50 & Exchequer) will still require the Synergist Connect tool.
The facility to print an invoice backing sheet (typically listing associated costs) has been added. And a facility to choose between Auto and Manual billing plans has also been added
Saved reports is a new feature that once you’ve defined a report and the criteria for which data you wish to see, you can save this as either a personal or company-wide report for easy reuse in future.
The API has been enhanced with timestamps, support for sha512 password hashing and also now covers the following areas of Synergist:
Whatever help you need, you’ll get it. To arrange on-site or online training please contact your account handler directly or drop us an email. Alternatively, our video tutorials give step-by-step instructions to make the most of Synergist.
v12.1 delivers a slick new approach to work requests & scheduling, batch update tools to speed administration tasks along, plus numerous enhancements to both existing functionality and usability.
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