Synergist v12.6 Release Summary

Synergist v12.6 is primarily a technical release, incorporating a new version of the underlying database. This will deliver improved performance & scaleability for larger sites. There are also new areas of functionality and interface improvements  to improve useability and reduce the time spent on common administrative tasks.

Below are a sample of some of the enhancements and new features in v12.6. The following link is to a PDF of the Full Release Notes for v12.6

Freelancer cost tracking

  • Automated conversion of freelancer timesheets into Purchase Orders / Purchase Invoices
  • Freelancers costs are entered as timesheets.
  • New feature creates consolidated PO's on either a single internal job or the actual jobs worked on.
Converting Automated conversion of freelancer timesheets into purchase orders

Foreign-currency expense sheets

Synergist already supported foreign currency expenses, but these were automatically converted into the systems base currency for reimbursement. With this new feature, it's now possible to save expense sheets in a foreign currency. This makes reimbursement in the chosen currency easy and removes the effect of exchange rate fluctuations.

Quick Kanban Editing

Quick editing of all the following on a Kanban Card

  • Owner
  • Activity type
  • Subject
  • Details
  • Start and end date & time
Kanban Card quick edit view

Accounts Integrations

Xero integration enhancements

  • A new facility to split a line allows the allocation of multiple purchase orders
  • Upload sales invoice PDFs to Xero as part of an invoice batch post

Sage Business Cloud integration

New accounting link for posting Sales and Purchase transactions to Sage Business cloud

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.

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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.

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