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.
Jobs and phases
See all 12 articlesInvoicing and revenue
- Batch email invoices from the invoice list
- Batch draft invoice creation
- Levies (ASBOF / BASBOF)
- Draft sales invoice approval
- Nominal postings
- Invoices
Clients, prospects and leads
See all 7 articlesSuppliers and purchases
- Purchase order approval
- Consolidated purchase orders
- Suppliers
- Supplier contacts
- Purchase orders
- Purchase order / estimate as options
Accounts link
Billing plans
Activities
Kanban Boards
Attachments
Time & expenses
Scheduling
- Creating calendar bookings with no estimate / requisition
- My tasks
- Calendar bookings - standard booking views
- Loading view in calendar bookings
- Draft calendar bookings
- Calendar events
GDPR – General Data Protection Regulation
Reports - Dashboards
- Dashboard filters: All, My team, Current user, Other team
- Dashboards - Management
- Dashboards - Performance
- Dashboard - Scheduling
- Dashboards - Sales
- Dashboards - Personal
Reports - Standard reports
- Standard reports - Interface overview
- Invoicing & profitability - Period profit
- Invoicing & profitability - Job/Phase profitability
- Invoicing & profitability - Client analysis
- Invoicing & profitability - Client targets vs invoicing
- Invoicing & profitability - Sales turnover