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
- Creating user groups
- Creating a new user
- Batch update users
- Expense Approval levels
- Multi factor authentication (MFA)
- Overtime
GDPR – General Data Protection Regulation
System setup
- Creating a credit card expense account
- Opening balances
- Setting up timesheet approval
- Using OAuth 2.0 for API requests
- Synergist-Google 2 way calendar synchronisation
- Synergist-Outlook 2-way calendar synchronisation
File maintenance
- Creating custom fields
- Creating client and handler targets
- Period tabs
- Charge Codes
- Resources
- Templates for Synergist HTML documents