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?


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, The Agency Works run regular webinars to help you get the most out of Synergist.

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Release notes

Synergist v12.7 brings a simpler UI option, new dashboards plus many more new features and enhancements


Online help

Our online help pages offer useful information and guides. Whether you're an admin, full user or you simply want to fill out a timesheet, there's help available.

Online help

The Agency Works

Our exclusive UK implementation partner

Providing on-site demonstrations, training, experience and consultation.