Knowledgebase

Internal

• Setting up SynergistConnect to multiple cloud instances
• SSL certificates and PKCS format

General use

• Unable to save the current tab message
• Purchase Invoice posted is wrong
• Key definitions

Accounts Link

• File already exists when posting to Sage via file import
• Where’s the Sage company file and Sage data?
• Method Exception Sage Data Objects - Sage Data Objects Registration error
• Time out error when exporting to Xero
• Synergist client / account code doesn’t match the Sage client code

Calendar Bookings

• Calendar colour coding
• Requisition not appearing in the diary
• Estimate not appearing in the diary
• Unable to turn on Diary Bookings – “Protect unallocated estimated units is off”
• Calendar bookings integration with Outlook

Estimating & Quoting

• How do I re-order phases for a printed (pdf) quote?

Jobs & Phases

• No More Room / Not Enough Space
• Transfer costs utility
• Unable to make an opportunity a live job

Purchasing

• How to process a supplier credit
• When does the exchange rate take effect?

Timesheets

• Pending costs on a phase
• Job cannot be found through timesheets
• How to correct a mistakenly posted timesheet
• Holidays - dealing with timesheets
• Dealing with allocating freelance time and subsequent invoices.

Access and Logging in

• How to change / can't remember your password

Connectivity/Network

• Using Synergist remotely
• How to set up the Synergist mobile device app

Email Integration

• Allow Synergist to access a Gmail mailbox for email integration
• Setting up SMTP based email alerts
• How to set up email integration and attachments

Printing

• Microsoft Print to PDF Printer not working

Reporting

• Reconcile Synergist with accounts

Sales Invoices

• Revenue recognition / management

System Setup

• SSL certificate installation

FAQ

• Clear browser cache
• When does the exchange rate take effect?
• Unable to deaden opportunity - there are unticked costs
• Cost and charge rate hierarchy
• How can I get some training in Synergist?