Synergy

Synergy Version 9

The path to productivity

With a focus on improving your productivity and efficiency, Synergy is pleased to announce the release of Synergy Version 9.

Synergy Version 9 will bring you a vast range of new features and functionality improvements. Many based of the most requested enhancements from existing users and some which have been made available thanks to newly available technology improvements.

Detailed Feature List:

Accounts Receivable:

• Excess Invoicing - For Insurance Claims, you can create an Excess Invoice. Using this button you can type in the Excess the Customer will pay, the rest of the invoice value will be used to create an invoice for the insurance company. The owner of the vehicle only pays for the excess.
• Email Job Cards - You can email your Job cards to your clients or another person by email.
Reorganise the Tab Order on Invoice/Credit Notes/Quotes screens - Tick Quick Invoice Entry in Accounts Receivable Configure Module. Now when adding or changing Invoices, Credits or Quotes; the controls in the right hand box are excluded, less key strokes gives you quicker creation.

• Manually Allocate on Reversing Invoices - You now have an option to manually select how you wish to allocate a reversed invoice.
• Default Email attachment Button - Email an Attachment File, the same or seperate ones for Statements, Invoices, Quotes and reminder Letters. In Accounts Receivable Setup you can setup the default form. This will be emailed with the invoice etc. You may setup Terms of Trade to email with your invoices.
• Client Contact - Additional Fields - Tick boxes have been added for Email, Receive Mail and Receive Email to the Contacts for a client.
• Client Management - A quick and easy way to find and manage your clients from within the 'Client List'. Select one of the following: Client Type, Discount Levels, Credit Status, Contact Methods, Price Levels, Cities or Branch by clicking the new 'Select Clients' button.
• Create an AR Invoice from a Purchase Order - Create your Client Invoice directly from the Purchase Order. The entire purchase order is able to be copied to the invoice.
• Create a Purchase Order directly from the Product List Form - Select a product and click on the Create Order Button. You can add it to an existing purchase order or create a new purchase order.
• Email Invoices after Global Invoice Closing - You can email invoices to your clients during Global Invoice Closing.
• Email Invoices for Recurring Invoices - You can generate and email recurring invoices to your clients.
• Email Reminder Letters with Vehicle Notes - When you email reminder letters there is an ability to include the Vehicle Notes in the body of the email. When setting up Reminder text simply tick the Add Vehicle Notes to the Body of the Email box. This is available for every Text you have.
• Fuel Type added to Vehicles - You can add or change the fuel type of a vehicle i.e Petrol, Diesel, LPG, CNG, Hybrid and Other.
• Search for a Client by Email Address - In the client list screen, you can search for a client(s) using their name, address, phone and email address.
• Search for a Vehicle by Phone Number - In the vehicle list screen, you can search for a vehicle using the owner's phone number.
• Vehicles Service Histories - You can now print, export to PDF or email your client the Vehicle Service History.
• Historic Accounts Receivable Aged Trial Balance - You can now produce an Aged Trial Balance for a period other than the Current One.
• Search Specific Lines of An Invoice - You can now search for an invoice using a product code. This searches the lines of the invoice for this product code and gives you a list of all invoices that this product code is on.
• Auto Update Client Delivery Address - An arrow has been place between Address and Delivery Address. Click this arrow to copy the address details to the Delivery Address.
• Create an Invoice by vehicle - You will be able to see any saved invoices for a vehicle when creating an invoice by vehicle.
  

Labour Module

• Discounts on Labour Entries - A client discount can be applied for any labour entries. There is a new setup option in Accounts Receivables that lets you choose to apply the discount or not. This will be applied automatically from any discounts set up in the 'Discount Matrix'.
• Labour Report for a Single Job - You can create a Labour report by selecting a staff member(s) and a single job (chargeable or non-chargeable).

Accounts Payable

• Auto-create Credit Note from Stock Return - In Synergy Version 9 you can create a credit note for the items to be credited when doing a stock return.

Cashbook

• Transfer Banking Enhancement - You can apply customer names, as you can currently for cheques, to any tender types. In Accounts Receivable - Payment Types you will find a tickbox to add this feature.

Stock Control

• Create an AR Invoice from a Purchase Order -Create your client invoice directly from the Purchase Order. The entire purchase order is able to be copied to an invoice.
• Email a Purchase Order with an Order No - When you Email a purchase order, the order number will appear in the subject line.
• Receive Stock Enhancement - You can see the Product code when you receive an Order. There is an Instruction button available for viewing any instructions relating to the order.
• Job Reference for SC Purchase Order - When creating or changing a purchase order, you are able to reference an item on this order to an open job in Accounts Receivable. Reports are available to show which jobs the stock is for.
• Cost Variance Button (Stock Cost Change Report) - Available in many forms is now an option to see the Cost Variance. A comparison is made between the current cost and the stored cost. You will find this in Purchase Orders; receive Stock and Accounts Payable Invoice.
• Stock Take - Show Allocated Stock - When you use the Stock Take screen, you will now see what stock has been allocated in your system.
• Stock Take - Adjusted Stock Report - You can now export the Adjusted Stock report to excel.
• Stock Barcode Labels - When you create stock labels to print, you can see the GST inclusive retail price. This has been added as a sense check to make sure the price will be correct before you print the labels.
• Stock Report - Select Individual Products - You can run the stock report for just a select few products.
• Stock Report - Unit Cost Addition - You can now see the cost per unit in the stock reports.
  

General Ledger

• Analysis Codes - Sort Alphabetically - This allows you to sort all Analysis Codes into alphabetical order within each heading or sub heading. It is only available when you select report section "Show All Accounts".
• Analysis Codes - 'Order by' - When using 'Simple View', you can order the list by Analysis Code, Description or Accountant Code.
• Analysis Codes - A Report Type has been added to this report.
• GL Budgets - New Budgeting Entry Screen - with various options to simplify the entering of your budgets at the click of a button.

Marketing/Reports

• Bulk Discontinue Inactive Clients- Using the Inactive Clients Report you can now bulk discontinue a list of selected clients who meet the criteria you have chosen on this screen. An example of a selection is Total Sales from $0 to $1000. Please note: if the customer has a balance on their account you will not be able to discontinue them.
• Client Search Criteria - Select Contacts Button - You now have the a select Contact button when you view your client selection. With this you can choose to also include the individual 'Contacts' from within your client list.
• Client Sales Rankings - Exclude Discontinued Clients - There is a tick box to exclude discontinued clients in this report.
• Advanced Sales Ranking (under Product Sales Reports)- Extending on the Sales Ranking ReportYou now have advanced options to report on the top or bottom ranked products, groups or categories by sales value or qty for the current financial year and compares the results against the previous years sales.
• Stale Stock Reporting - You can now list all products which have not sold since a given date range, helping you to locate poorly performing products. The report includes additional conditions to refine your results, such as the first-sale date and ability to include or exclude discontinued products. You can preview, print, export to PDF or Excel and/or automatically discontinue the products identified.

General System & 'Company/Setup' Enhancements

• Price Rounding Tool added to 'Bulk Price Changing' tool - An option exists to change the GST inclusive product price by applying rounding. You can choose to round 5c up or down. 1c to 4c will round down, 6c to 9c will round up.
• Resizing Screens - Some list screens can be resized as wide as your monitor. Both screen width and column width will be saved and reload when you load that screen again.
• Product Search Enhancement - When you click on Product Code, Description or Part No as your sort order in the product search screen, the system will remember your choice and use it next time you search for products.
• Cancel Bulk Print Jobs - You can cancel large print jobs by pressing the Escape key. Examples of these print jobs are: statement runs, printing reminder letters and global invoice closing to name a few.
• Security Controls - Changing Groups and Categories - The Security has been enhanced to block users from setting up or editing Groups and Categories.
• Printer controller Enhancement - Improved flow for sending faxes.
• Send Emails from Microsoft Outlook - A setting is available in Devices to set Microsoft Outlook as the default for sending emails. Note: This is recommended for Microsoft Version 2010 and above.

Please note - this list may be subject to change. Keep an eye on the 'Online Content' section of your program for info on how to use these new features or click here to read more.