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Synergy 2008

Increased Functionality

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Program wide enhancements

This following capability will be available throughout the Synergy 2008 program.

  • Navigation Window - Permanently available Window providing quick access to all modules
  • Mouse & Keyboard or Keyboard only navigation through all forms and procedures
  • Multiple windows - The new program has the ability to open windows and modules over each other allowing for a more dynamic navigation. Ability to keep multiple forms open at any given time. For example you can have both a New AR Invoice Form and a New AP Invoice Form open at the same time.
  • A taskbar showing all open windows  
  • Standardisation of all entry forms
    • Allowing for standard logical workflows through all forms
    • Simplifies working with new modules and procedures by standardising data entry procedures
  • Each module is broken into four sections for ease of use.
    • Transaction Based Items
    • Task Based Items
    • Find
    • Reports
  • Better Reporting –
    • A larger range of reports that are easy to locate.
    • The ability to create graphs of key data.
    • Reports will look the same on screen as they do when printed.
    • Reports will be exportable to excel spreadsheet for searching.
  • Product Setup
    • There are now only two price basis options – Retail & Markup. This will ensure ease of use and set up.
    • When a product is added you will be asked to select whether the product is stock, non-stock (eg labour) or standard job (item comprised of several products / components) – enables you to add to an unclosed invoice.
  • The Synergy database has been improved greatly for more efficiency.
  • Archiving has gone so all transactions remain in the system for easy search of historic data.
  • Storing of previous periods financial positions
    Ability to view and print previous statements - Synergy 2008 will allow you to review your data from any previous point in time, for example if you want to reprint and old statement or report, you will have that ability.
  • Ability to change the order of individual transactions
    For example you will be able to change the order in which invoice lines appear for your customers.
  • Synergy 2008 gives you the ability to edit all entry forms
    For example you will be able to edit invoices for component, quantity, prices etc…
  • Full Microsoft Windows Vista compatibility
  • Locking down Form Access
    Many parts of the program will be locked down for one user at a time (to avoid data corruption etc) – or be made ‘read only’ for the second person attempting to access a form that is already in use. This will prevent users from harming / corrupting the data.
  • Module specific accounting period dates are clearly visible on Navigation Pages
  • Bulk Price Change Facility - allows for the application of price increase and decreases across a selection of products in one procedure
  • Once separate modules are now included in the core product
    • Head Office Billing - a module that covers the requirements of clients who are suppliers to distribution companies. This module also includes the electronic data transfer of monthly data. This module can also be used where general head office billing is required or the user is a service agent for a franchise. This module previously cost $295 and is now included within the core Synergy 2008 program.
    • Multi-User - allowing multiple users to access the synergy application on a network at the same time. The cost for this module was previously $295 per user. We have incorporated this into Synergy 2008 therefore reducing ongoing cost for growing organizations. 
    • Multi Company – gives you the ability to run two or more completely separate company databases from the one program. This is also a useful feature for Accountants who have several clients running Synergy; all can be accessed from the one program with an option to select which database to run. (New company databases purchased separately).
  • Online Content
    • Access to the client ‘login area’ of the Synergy website providing videos showing demonstrations of commonly used scenarios. These videos will be available to all clients with a current upgrade contract
    • Access to online product information from within the program
    • An online help menu for faster resolution to issues when working within the program
  • Set-Up Screen Procedures – designed to ensure all setup requirements are completed
    • When first running Synergy 2008 there are several compulsory setup procedures to be completed before continuing.  For example the completion of Accounting Period Dates
    • Optional setup items (such as User Details, Add Products, Groups & Categories - Clients (& their balances) etc… will keep prompting user to be completed (unless option selected to remove these prompts). This will reduce errors and support costs the arise from the program being incorrectly set up.

A Completely New Core Framework

  • Synergy 2008 provides greater reliability, easier maintenance and reduced software development costs in the future – this all equates to reduced support costs and the ability to keep Synergy licensing costs at a level that is affordable to you.
  • Efficient Transition to New Technologies - The redevelopment provides for a more efficient transition of Synergy to new technologies in the future in turn providing greater ongoing functionality for Synergy clients.
  • Program customisations for clients will be faster due to the provision of a standalone custom development module. We will only have to customise a clients program in one area rather than having to make changes throughout the program as is the case now.
  • A considerable reduction in the time database tables are held open enhancing security and integrity of all database tables. This will greatly reduce the errors caused by network outages whilst working within Synergy.
  • Increased speed and efficiency in generation of reports

Specific Modules benefit from greater functionality

New Report Centre module (included in core product)

  • Marketing & Analysis reports have been moved to a “Report Centre” and  broken down into four sections
    • Marketing Information
    • Client reports
    • Product Reports
    • POS Reports
    • Greater flexibility on reports
  • All reports have been rewritten and given the same standards across all.
  • Reports will provide a Graphical Analysis of key performance indicators giving a visual representation to business managers.

Cashbook Module

  • The bottom left corner of the Cashbook Navigation form will house a reminder for automatic transactions to be generated.
  • Bank reconciliation is easier to use. A new transaction form has been developed to show you all cashbook transactions and can be searched by payee, date range and bank etc…

Accounts Receivable

  • New invoice screen
    • Simplification of many operational processes
    • Easier to maintain the relevant vehicle(s) for individual lines of the invoice
  • Future invoices - Ability to view closed future invoices
  • Recurring invoices – More functionality and flexibility around the duration of recurring invoices. No longer limited to ’31 days’ between recurrences (e.g. an invoice could recur once every 45 days).
  • Invoice GST Type – Individual clients can be setup specifically to use be invoiced inclusive or exclusive of GST by default. Previously this setting was restricted to the whole of Accounts Receivable – not per client.

New Functionality common to Accounts Payable, Accounts Receivable and Stock Control

  • Vehicles
    • Internal database of predefined makes & models which can be added to
    • Make and Model now have individual fields
    • Addition of new Vehicle Colour field
    • Duplicate registration number checking
  • Banking (Including “Transfer Banking” and “Banking Summary”)
    • In Synergy 2008 the banking process is based on the selected date range, not by month, providing more flexibility than before.
    • The banking process in Synergy 2008 supports multiple bank accounts rather than one default bank account.
  • “Printer Controller”
    • The print controller in Synergy 2008 will cover more documents than the old version and is easy to use. The interface will be the same across all modules.
    • All the four output options (Print / View / Fax / Email) will apply for all kinds of document in the Synergy 2008 print controller.

Job Management Module (available early 2009)

  • Combining the functionality of the Job Tracking, Labour Module, and Booking Diary, into a more cohesive and easier to use system.
    • Time Management (outlook style view or jobs)
    • Progress invoicing
    • Job Management
    • Print work orders/job cards
    • Adding labour to jobs
    • Order linking
    • Insurance work
    • and much more...
  • Great for any service orientated company,e.g. Vehicle servicing, Panelbeating etc...

We will be adding more functionality improvements as we complete the testing of core modules over the coming weeks.

Keep watching this space

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