Synergist v10.7 presentation by Express Systems

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Information about Synergist v10.7 presentation by Express Systems
Business

Published on March 21, 2014

Author: Exsystems

Source: slideshare.net

Express Systems Presenting our guided preview to Synergist v10.7 March 2014

New version developed by Synergist Guided Preview presented by Express Systems

Super Users • Assess how changes will impact on your Organisation • Share Knowledge with other users internally

Provider of Consultancy Advice & training Express Systems Services • Remote training • Onsite Training • Synergist Licenses • Synergist Health Check • Expert advice relating to your Business processes & Synergist System

New v 10.7 available now! • Included for Synergist users with a 4D maintenance & support contract • Full release notes are available on www.synergist.co.uk/support

New Web Browser interface • Enhanced User Interface • Used by all web time & expense users and web Jobs access –Remote  New menus – logical order  Improved job list– enhanced searching  Improved reports availability– All standard reports and also Data viewer reports can now be accessed via the web.  Customisable logo’s, colours & Fonts

New web browser interface New menus – logical order Customisable logo’s, colours & Fonts available, please go to the release notes at www.synergist.co.uk/support for more on this

Daily & weekly timesheets – updated interface

Improved job list Job lists now keep in line with the main 4D interface

Enhanced reports Reports can be viewed on the web portal when saved as a user or company view on the main 4D system Run reports through the web portal

Enhanced timesheet & Expenses functionality • ‘Post all previous time’ now available as an option on the weekly timesheet. • Attaching expense receipts to an expense entry

Enhanced timesheet & Expenses functionality ‘Post all previous time’ now available as an option on the weekly timesheet. Buttons for changing to a daily/weekly view

Enhanced Timesheet and Expenses Functionality You now have the ability to attach an image of your expense receipt

Enhanced New Business Functionality • New filter on Pipeline stage date • New Pipeline Funnel chart

Enhanced New Business Functionality New Pipeline Funnel chart with colours to indicate what pipeline stage particular opportunities have reached Opportunities broken down by pipeline stage New chart - funnel

Block Costs by Phase Type The ability to restrict costs recorded against a phase type: • purchase orders • Expenses • timesheets & Materials Eg. ‘Expenses only’ phase

Block Costs by Phase Type Now has the ability to restrict costs recorded against a phase type: Purchase orders Expenses Timesheets & Materials

Enhanced calendar View Filter the calendar bookings screen by • All bookings for one client • All bookings for one Job • All bookings for one phase. Easy & useful view that can still be amended.

Enhanced Calendar View Filter the calendar bookings screen by: • All bookings for one client • All bookings for one Job • All bookings for one phase

Enhanced Calendar View As an account handler you can select your jobs and calendar these so that you can view a group of those and see where your jobs have been booked in

Invoicing • ‘Quick links’ now added to Sales Invoices. • Improved Invoice approval alerts to go to default ‘Client Handler’

Invoicing ‘Quick links’ now added to Sales Invoices

Improved Invoice approval alerts to go to default ‘Client Handler’ Alerts will send you an email to say you have an invoice to approve (if you’re marked as an invoice approver) The development is the ability to just alert the client handler On your client record the default handler would get the alerts to mark them as approved

Reporting Enhancements • ‘Email me a report’- on demand • Ability to schedule Data viewer reports • New ‘column lock’ • All standard reports & Saved data viewer reports now available within web portal • New export of charts

Reporting enhancements Now has the facility to generate and email a report to you on demand

Reporting Enhancements Pre-set date range available in standard reports and now the data viewer Set column lock so you can scroll through data without losing your header rows

Reporting Enhancements Run reports or email reports on demand from the web portal. Selecting HTML with Chart and ‘run report’ gives you the column with data and produces a chart Download and print charts here

Miscellaneous • Batch update now includes ‘phase owner’ – ability to add a secondary name to a phase. • ‘Purchase write off’ rules have been relaxed allowing a PO to have a value and a zero value write off. • Multi Job PO • Total of purchases on PO list. • Gantt charts for Mac users • Standard list refresh

Miscellaneous Batch update now includes ‘phase owner’ – ability to add a secondary name to a phase. Select ‘phase owner’

Miscellaneous Gantt charts now available for both PC & Mac users Mac users can now export gantt charts to excel

Miscellaneous Gantt chart is available in opportunities as well with a slight change to the output Output now shows if it’s ‘opportunity’ and also the ‘weighting’

Thanks for listening in! • All Synergist users with a 4D maintenance/support contract will be contacted prior to being upgraded to v10.7 • The upgrade includes a 4D update. All users will access Synergist via a new shortcut. For further information on any of the points raised contact Express Systems • 01455 553246 • clientservices@exsystems.co.uk

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