synergist v10.7 presentation by express systems

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