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 14 articlesInvoicing and revenue
- Departmental Revenue Analysis
- Batch email invoices from the invoice list
- Batch draft invoice creation
- Levies (ASBOF / BASBOF)
- Draft sales invoice approval
- Nominal postings
Organisations - clients, prospects and leads
- Organisations - clients
- Rate card
- Targets by handler or by client
- Managed sales orders
- Linked clients
- Leads
Suppliers and purchases
- Purchase order requisitions
- Purchase order approval
- Consolidated purchase orders
- Suppliers
- Supplier contacts
- Purchase orders
Accounts link
Billing plans
Tasks
See all 7 articlesKanban Boards
Attachments
Gantt Charts
Time & expenses
Scheduling
- Creating resource bookings with no estimate / requisition
- My Work
- Resource bookings - standard booking views
- Loading view in resource bookings
- Draft resource bookings
- Calendar events
GDPR – General Data Protection Regulation
Reports - Dashboards
- Dashboards - Overview
- Dashboards - Organisation
- Dashboard filters: All, My team, Current user, Other team
- Dashboards - Management
- Dashboards - Performance
- Dashboard - Capacity
Reports - Key reports
- Key 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
Reports - Data viewer
- Data viewer - the basics
- Data viewer - filtering, editing and adding data
- Data viewer - setting a cross tab
- Data viewer - adding a new field
- Adding data series together to give a calculated value
- Data Analytics- calculated columns