Help for full users
Articles in this category cover most day to day actions taken by full users of the Synergist application to manage and maintain your database of jobs. For help on timesheet and expense entry refer to the category for timesheet users.
Clients and jobs
See all 15 articlesSuppliers and purchases
Activities
Time & expenses
GDPR – General Data Protection Regulation
Reports - dashboards and data viewer
Reports - standard reports
- Production - Staff analysis
- Production - Job / phase report
- Standard reports - Interface overview
- Invoicing & profitability - Period profit
- Invoicing & profitability - Job/Phase profitability
- Invoicing & profitability - Client analysis
Scheduling
- My calendar
- My Calendar details form
- Calendar bookings - standard bookings view
- Loading view in Calendar bookings
- Booking form
- Filter and batch booking options