{"id":19236,"date":"2022-10-17T08:00:00","date_gmt":"2022-10-16T21:00:00","guid":{"rendered":"https:\/\/totalsynergy.com\/?p=19236"},"modified":"2022-10-17T08:26:44","modified_gmt":"2022-10-16T21:26:44","slug":"october-update-introducing-purchase-orders-and-improved-communication","status":"publish","type":"post","link":"https:\/\/totalsynergy.com\/october-update-introducing-purchase-orders-and-improved-communication\/","title":{"rendered":"October Update: Introducing Purchase Orders and Improved Communication"},"content":{"rendered":"\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https:\/\/player.vimeo.com\/video\/760095116?h=9681bb3041&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen=\"\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Product Update &amp;ndash; October 2022 &amp;ndash; ANZ\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n\n\n\n\n\n\n\t<div class=\"content-row row no-padding-top\" style=\"border-color: #ededed; background-color: #fff;\">\n\t\t<div class=\"row-bounds\">\n\t\t\t<div class=\"single ww \">\n\t\t\t\t<h3 data-renderer-start-pos=\"12\"><\/h3>\n<p>&nbsp;<\/p>\n<h3 data-renderer-start-pos=\"12\"><span class=\"TextRun SCXW181874901 BCX4\" lang=\"EN-US\" style=\"font-size: 18pt\" xml:lang=\"EN-US\" data-contrast=\"none\"><span class=\"NormalTextRun SCXW181874901 BCX4\" data-ccp-parastyle=\"heading 1\">Create and Send Purchase Orders<\/span><\/span><\/h3>\n<p><span data-contrast=\"auto\">Generating Purchase Orders is a key process in managing your spending on subcontractors, subconsultants and suppliers. Now Synergy gives you better control over the process by integrating Purchase Orders with your existing project financials; so you can generate, customise, and send a Purchase Order as well as reconcile them with one or more Bills.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Here\u2019s a look at the new Purchase Order workflow.<\/span><\/p>\n<p><a href=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-workflow-1.jpg\"><img decoding=\"async\" class=\"alignnone wp-image-19248 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-workflow-1.jpg\" alt=\"\" width=\"1920\" height=\"735\" srcset=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-workflow-1.jpg 1920w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-workflow-1-300x115.jpg 300w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-workflow-1-1024x392.jpg 1024w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-workflow-1-768x294.jpg 768w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-workflow-1-1536x588.jpg 1536w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-workflow-1-1200x459.jpg 1200w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/a><\/p>\n<h6>Image: Adjust your Status to reflect where you&#8217;re at with your Purchase Orders, including Draft, Approval, Finalised, Reconciling and Completed. You can also collaborate with Notes across your workflow, with 3 categories: General, Approval and Reconcile.<\/h6>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Creating a Purchase Order\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">Synergy gives you the ability to create a Purchase Order from the new Purchase Order screen or from directly within a Project<\/span><span data-contrast=\"auto\"> at any stage throughout your project workflow, <\/span><span data-contrast=\"auto\">so you can continue to work in a way that suits you.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">You can easily enter all relevant details; selecting the name and contact information of the supplier, subcontractor, or consultant you\u2019re engaging, and including a description, quantity, and cost. Once you\u2019ve created a Purchase Order, you can save it at any time, so you can continue working on your Projects as you wait for more details to come through or for more information to finalise your Purchase Order.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h6><a href=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-Details-Screen-1.jpg\"><img decoding=\"async\" class=\"dropshadow alignnone wp-image-19262 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-Details-Screen-1.jpg\" alt=\"Purchase Order Details Screen\" width=\"1653\" height=\"929\" srcset=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-Details-Screen-1.jpg 1653w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-Details-Screen-1-300x169.jpg 300w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-Details-Screen-1-1024x575.jpg 1024w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-Details-Screen-1-768x432.jpg 768w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-Details-Screen-1-1536x863.jpg 1536w, https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-Details-Screen-1-1200x674.jpg 1200w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/a><\/h6>\n<h6>Image: Purchase Orders details page.<\/h6>\n<p><span data-contrast=\"auto\">Managing your Purchase Order is easy with a new interactive status control. This will show you the current state your Purchase Order is in and let progress freely through various statuses indicating whether you\u2019re in an initial draft, going through an approval process, or finalising.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h6><img decoding=\"async\" class=\"dropshadow alignnone wp-image-19257 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-statuses.gif\" alt=\"Purchase Order Status progression\" width=\"800\" height=\"450\" \/><\/h6>\n<h6>Image: Purchase Orders status progression.<\/h6>\n<p><span data-contrast=\"auto\">A new slide-out pane gives you the ability to add detailed notes to your Purchase Order that you can use to collaborate with your team. You can even classify and sort them for further transparency about where you are up to in the process.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">There\u2019s also a preview of your Purchase Order document available in the pane, which gives you access to the features you\u2019ve already come to love in Invoicing, including the ability to change to a different layout, download and upload a Docx file and download the PDF of your Purchase Order.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h6><img decoding=\"async\" class=\"dropshadow alignnone wp-image-19266 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-Notes2.gif\" alt=\"Purchase Order Notes\" width=\"800\" height=\"450\" \/><\/h6>\n<h6>Image: Adding notes and categorising them in Purchase Orders.<\/h6>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Finalising and Sending your Purchase Order\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">When you\u2019re ready to send off your Purchase Order, you can simply finalise, then utilising Synergy\u2019s communication system, send directly to your supplier, subcontractor, or subconsultant. Being able to email your vendors within Synergy in this way enables you to maintain an efficient and seamless workflow, and using the newly introduced custom email domain functionality, your emails can be tailored as coming from your company \u2013 you can read more about that below.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Like many of the capabilities within Synergy, Purchase Orders are aligned with the role-based security matrix, so you can define who is able to create, finalise, and send in line with your existing workflows.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Reconciling your Purchase Order with your Bills\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">To be truly effective, Synergy lets you create a Bill directly from your Purchase Order, so you can quickly create and associate that Bill with the Purchase Order.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">Once you\u2019ve created the Bill, you can open it directly from the Reconcile tab of your Purchase Order, or you can access it from the Bills page. You can then use the existing features you have been able to use with Bills, including locking them and marketing them as paid.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">To help you stay on budget, you\u2019ll also see a warning icon when your Bills total exceeds the Purchase Order total.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h6><img decoding=\"async\" class=\"dropshadow alignnone wp-image-19268 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/PO-reconcile.gif\" alt=\"Purchase Order creating a bill\" width=\"800\" height=\"450\" \/><\/h6>\n<h6>Image: Creating a bill.<\/h6>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Organising and Reporting on your POs\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">From Synergy\u2019s new Purchase Order screen, accessible from the Organisation Menu, you can view all Purchase Orders across your company or filter them to a specific Project. You&#8217;ll see all the relevant details for any Purchase Orders, including their statuses, associated Projects, and even the Total and reconciled balances.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">All this new functionality also comes with the ability to report on your Purchase Order details. With some ready-made reports to get you started, you will have a greater understanding of your project financials and your spending on subcontractors, subconsultants, and suppliers.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/us02web.zoom.us\/webinar\/register\/WN_hV7bHko9Tg23RefyY0tLBQ\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"geo-ip aud nzd alignnone wp-image-19270 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner.jpg\" alt=\"webinar registration\" width=\"1200\" height=\"400\" srcset=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner.jpg 1200w, https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner-300x100.jpg 300w, https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner-1024x341.jpg 1024w, https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner-768x256.jpg 768w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/a><br \/>\n<a href=\"https:\/\/us02web.zoom.us\/webinar\/register\/WN_8sOk3fk4SQK1CoSNWmf3QA\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"geo-ip gbp eur alignnone wp-image-19270 size-full\" src=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner.jpg\" alt=\"webinar registration\" width=\"1200\" height=\"400\" srcset=\"https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner.jpg 1200w, https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner-300x100.jpg 300w, https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner-1024x341.jpg 1024w, https:\/\/totalsynergy.com\/wp-content\/uploads\/2209-Webinar-Banner-768x256.jpg 768w\" sizes=\"(max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/a><\/p>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Send emails from Synergy using your own email address\u00a0<\/span><\/h3>\n<p><span data-contrast=\"auto\">Responding to your feedback, we\u2019ve introduced a way for you to have greater control over the way you interact with your customers, with the ability to send emails from Synergy using your own company email address.\u00a0<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">You can set up your custom email domain to send emails from an individual user (for example, janesmith@yourcompany.com), and Enterprise customers can also set up emails from a nominated default address for your office or organisation (such as accounts@yourcompany.com, finance@yourcompany.com, or sydneyoffice@yourcompany.com); giving you the opportunity to more clearly identify yourself to your customers.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p><span data-contrast=\"auto\">With this new functionality, you&#8217;ll be able to present a more professional image when sending correspondence such as invoices from Synergy; and give your customers greater trust that the information they are receiving is not only from you, but also safe and secure. It will also help prevent important messages being diverted to your customers\u2019 Junk or Spam email folders, so you can be more confident that your correspondence is being received.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<h3><span style=\"font-family: Montserrat;font-size: 18pt\">Other Improvements\u00a0<\/span><\/h3>\n<p>\u00a0<span data-contrast=\"none\">We\u2019ve also added a variety of fixes and improvements. For a full list of changes introduced in this release you can download the release notes below.<\/span><span data-ccp-props=\"{&quot;201341983&quot;:0,&quot;335559739&quot;:160,&quot;335559740&quot;:259}\">\u00a0<\/span><\/p>\n<p>\n\t\t<!--HubSpot Call-to-Action Code -->\n\t\t<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-0cc8ea50-d02f-4bef-8894-a8435cccf247\">\n\t\t<span class=\"hs-cta-node hs-cta-0cc8ea50-d02f-4bef-8894-a8435cccf247\" id=\"0cc8ea50-d02f-4bef-8894-a8435cccf247\">\n\t\t<!--[if lte IE 8]>\n\t\t<div id=\"hs-cta-ie-element\"><\/div>\n\t\t<![endif]-->\n\t\t<a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4807205\/0cc8ea50-d02f-4bef-8894-a8435cccf247\" >\n\t\t<img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-0cc8ea50-d02f-4bef-8894-a8435cccf247\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4807205\/0cc8ea50-d02f-4bef-8894-a8435cccf247.png\"  alt=\"New call-to-action\"\/>\n\t\t<\/a>\n\t\t<\/span>\n\t\t<script charset=\"utf-8\" src=\"\/\/js.hubspot.com\/cta\/current.js\"><\/script>\n\t\t<script>\n\t\thbspt.cta.load(4807205, '0cc8ea50-d02f-4bef-8894-a8435cccf247', {});\n\t\t<\/script>\n\t\t<\/span>\n\t\t<!-- end HubSpot Call-to-Action Code -->\n\t\t \n\t\t<!--HubSpot Call-to-Action Code -->\n\t\t<span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-19a2351c-9921-4361-b943-4dae140daf3b\">\n\t\t<span class=\"hs-cta-node hs-cta-19a2351c-9921-4361-b943-4dae140daf3b\" id=\"19a2351c-9921-4361-b943-4dae140daf3b\">\n\t\t<!--[if lte IE 8]>\n\t\t<div id=\"hs-cta-ie-element\"><\/div>\n\t\t<![endif]-->\n\t\t<a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/4807205\/19a2351c-9921-4361-b943-4dae140daf3b\" >\n\t\t<img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-19a2351c-9921-4361-b943-4dae140daf3b\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/4807205\/19a2351c-9921-4361-b943-4dae140daf3b.png\"  alt=\"New call-to-action\"\/>\n\t\t<\/a>\n\t\t<\/span>\n\t\t<script charset=\"utf-8\" src=\"\/\/js.hubspot.com\/cta\/current.js\"><\/script>\n\t\t<script>\n\t\thbspt.cta.load(4807205, '19a2351c-9921-4361-b943-4dae140daf3b', {});\n\t\t<\/script>\n\t\t<\/span>\n\t\t<!-- end HubSpot Call-to-Action Code -->\n\t\t<\/p>\n<p><!-- end HubSpot Call-to-Action Code --><\/p>\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/div>\n\n\n\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Empowering you to deliver successful projects is at the core of what we do. Two essential parts of this are managing costs and communicating with your customers effectively. Listening to your feedback, we\u2019ve been working hard to further Synergy\u2019s ability to both effectively manage your project financials and better communicate with your customers.<\/p>\n","protected":false},"author":1,"featured_media":19277,"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-19236","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-synergy-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.6 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Synergy October Release: Purchase Orders and Improved Comms<\/title>\n<meta name=\"description\" content=\"We\u2019ve been 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