Company settings
- Company settings export
- Switches tab, Company settings
- Accounts details tab, Company Settings
- Details tab, Company settings
- Defaults tab, Company settings
- Codes tab, Company settings
User setup & licensing
- Expense Approval levels
- Batch update users
- Multi factor authentication (MFA)
- Overtime
- User groups
- Create new user
System setup
- Using OAuth 2.0 for API requests
- Synergist-Google 2 way calendar synchronisation
- Synergist-Outlook 2-way calendar synchronisation
- Include / exclude users from 2-way calendar synchronisation
- Single sign on (SSO)
- MFA - Trusted device
File maintenance
- Charge Codes
- Resources
- Handler and Staff Teams
- Searching
- Using custom fields in reporting and data selection
- Custom fields