Job management

Jobs and phases

• Favourites
• Searching attachments
• Hyperlinks
• Cloud attachments
• Creating new Synergist HTML documents
• Jobs / opportunities

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Estimating and quoting

• Optional phases
• Creating an estimate
• Customising estimate views
• Quoting
• Quote approval
• Quote options

Gantt Charts

• Gantt view of phases
• Add a new phase
• Multi job / multi phase Gantt charts
• Dependencies
• Add tasks to Gantt charts
• Edit bars in the Gantt chart

Tasks

• GIFs and emojis
• An overview of Kanban boards
• Tasks
• Using the Kanban feature
• Tasks Checklists
• Requisitions / Work requests

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Billing plans

• How to create a billing plan with revenue recognition
• How to create a billing plan
• Multi-job billing plan view
• Billing plans
• Billing plans: Locking and adjusting

Invoicing 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

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Accounts link

• Accounts Software matrix
• Synergist Connect: open structure in read only mode
• Synergist Connect: Exporting to Accounts
• How to create missing accounts when posting invoices from Synergist
• Import Purchase Invoices from a supported accounts package