{"id":13201,"date":"2021-08-16T10:40:28","date_gmt":"2021-08-16T00:40:28","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=13201"},"modified":"2022-09-16T10:19:16","modified_gmt":"2022-09-16T00:19:16","slug":"synergy-product-update-august-2021-new-stage-management-updated-transaction-screens-invoicing-planning-board-and-more","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/synergy-product-update-august-2021-new-stage-management-updated-transaction-screens-invoicing-planning-board-and-more\/","title":{"rendered":"Synergy product update \u2014 August 2021 \u2014 New stage management, updated transaction screens, invoicing, planning board, and more"},"content":{"rendered":"\n\n\n\t
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NEW \u2014 Stage management<\/strong><\/span><\/h4>\n
    \n
  • Add stages, choose the phase it belongs to, and add a variety of stage details including status, cost centre, and discipline.<\/li>\n
  • Reorder the columns on the screen to however you\u2019d like to see them. You can do this by dragging and dropping them (similar to reports)<\/li>\n
  • Two brand new columns for Fee\/Cap and WIP<\/li>\n
  • Right-click actions have been added and you can copy or duplicate stages, view financials, view transactions, and invoice stages.<\/li>\n
  • Invoice a stage using the right-click action – it will be selected automatically in the draft invoice.<\/li>\n
  • Alter access to stage management in the Security matrix. By default, Assistant and System admins will have access to the feature.\u00a0Read more<\/li>\n<\/ul>\n

    UPDATE \u2014 Transactions screen<\/strong><\/span><\/h4>\n
      \n
    • We\u2019ve added a \u2018filter by staff name\u2019 option<\/li>\n<\/ul>\n

      UPDATE \u2014 Invoicing<\/strong><\/span><\/h4>\n
        \n
      • When creating a new invoice, no stages will be selected initially. You will be able to select just the stages you want to invoice, or bulk-select all of the stages.<\/li>\n
      • We\u2019ve made the WIP figure show automatically on each stage so you can see what you can invoice.<\/li>\n
      • The WIP figure will also update automatically if the figure changes.<\/li>\n<\/ul>\n

        UPDATE \u2014 Planning board<\/strong><\/span><\/h4>\n
          \n
        • Bulk-edit stages in the project planning screen – edit up to a month in advance at once and then save the cells all at once.<\/li>\n<\/ul>\n

          UPDATE \u2014 Fixes + improvements\u00a0<\/strong><\/span><\/h4>\n
            \n
          • Project search \u2014 Filter by project prefix in the search bar.<\/li>\n
          • Global search \u2014 Get a list of your most recent projects when you\u2019re searching. This will appear when searching by name or number.<\/li>\n<\/ul>\n\t\t\t\t
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            Share this with your network:<\/span><\/h4>\n\t\t\t\t\t\t\t
            <\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n\n\n\n\n\n\n","protected":false},"excerpt":{"rendered":"

            In this release, Stage management is coming your way! We\u2019ve worked hard to update how key features like invoicing and the planning board work to make it faster for the Synergy community. This month it\u2019s the little things that have gone the longest way. Read about all the changes below.<\/p>\n","protected":false},"author":1,"featured_media":19072,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[4],"tags":[],"webinar-categories":[],"type-of-webinar":[],"industry":[],"region":[],"class_list":["post-13201","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergy-updates"],"acf":[],"yoast_head":"\nSynergy\u2019s CRM and HR previews and new global search<\/title>\n<meta name=\"description\" content=\"Preview Synergy CRM and HR features, check out the updates to global search, invoicing & project templates for #MoreTimeForDesign\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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