Synergist Release Summary

Synergist v12.5 includes over 100 enhancements to existing features, new areas of functionality and interface improvements all designed to improve useability.

Below are a sample of some of the enhancements and new features in v12.5. The following link is to a PDF of the Full Release Notes for v12.5

UI/UX Improvements

  • A new brighter, crisper and more spacious interface has been introduced.
  • Improved readability has been achieved with increased font sizes, line-spacing and contrast throughout.
  • Button size, positioning and consistency have been revised in all areas - increasing usability and workflow.
Kanban board


Automated posting to Teams / Slack

Scheduled reports can be set to post to Slack or Teams channels to provide automated regular updates to the entire team

QuickBooks Online Integration

Posting of sales and purchase transactions directly into QuickBooks Online, negating the need for 3rd party integration tools

Time & Expenses

  • Delegate entry of timesheets & expenses
  • Easier management of overtime in timesheet entry
  • Option to delete timesheets
Weekly Timesheet

Sales Invoicing & planning

Batch draft invoicing

Create a batch of draft invoices in a single process across multiple clients and jobs.

Billing Plan Locking

Ability to lock / unlock multiple billing plans simultaneously from the 'Actions' button

Calendar bookings

Task date indicators to highlight any bookings outside of the relevant date range

Calendar bookings task date indicators

Time & Bookings Interface

Multiple refinements to the Time & Bookings interface that was introduced in v12.4

Admin & Set-up

  • Two-factor (2FA) authentication for Synergist
  • Staff record - Weekly hours required / target chargeable- % option
  • User table - batch update available
  • Comprehensive exports from all File Maintenance tables
  • Assigning users to clients - improved functionality

Gantt charts

  • Improvements to Gantt chart output (PDF & Image)
  • MS Project export

Emoji support

Support for use of Emoji in Synergist text fields


... and also for animated GIFs


How can we help you?

Online help

Search through our library of articles to find answers to common questions about using Synergist.

Online help


New to Synergist? Need a refresher? Exploring new features?

Our partners at Agency Works offer free online training and webinars to help you master Synergist.

Access training

Release notes

What's new in Synergist?

October 2023: Synergist v12.96 delivers over 70 of the most requested enhancements and new features to help your day-to-day operations.

See the latest release notes...



Synergist has direct integrations with leading software like Microsoft 365, Google, Xero, Sage, HubSpot and many more. Plus, our API enables you to integrate with anything.

Find out more