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1 Printing issue with Windows 8.1 and standard Synergist reports Featured

Issue: Printing problems after upgrading to Windows 8 service pack 1 (Windows 8.1) This issue can be avoided by not applying service pack 1 to Windows 8. Note also that the next full release of Synergist (10.7) is not affected by this issue. Symptoms: Very…

2 Creating a 4D \ Synergist ODBC Connection

Issue/Requirement: Create an open database connectivity connection in Microsoft Windows based operating systems to access \ connect to information from Synergist and utilise within office applications. Synergist support for ODBC (Open Database Connectivity)…

3 Database replication to SQL Server

Setting up an SQL database replica Synergist includes a facility to replicate your database into a SQL Server database. This replication will be configured as a scheduled event and will include all record modifications, additions and deletions. The process…

4 GP reconciliation between Synergist and accounts

Reconciling turnover / gross profit with accounts It is good practice to reconcile your monthly figures from Synergist with your accounts, to make sure everything is included in both systems. Step 1: Finalize WIP & accruals Make sure all purchase orders…

5 How to prevent internal jobs appearing in WIP reports

Issue: Internal jobs are appearing on the WIP reports Resolution: Double check that the client record is set as internal: Clients Double click on client Misc tab, towards the middle top Check box for internal client Check that internal is not ticked on the…

6 How to save a standard report with your own selections or options

Issue: It can be time consuming to edit the built in reports each time they are run, and apply the filters you need. It also means you must remember what to edit to tailor them each time Resolution: Selection amends can be saved as a view: Make all your selections…

7 Key Monthly Management Reports

Issue: Which reports should be run on a regular basis as part of a standard set up? Resolution: We would suggest that the following reports be run monthly. They are all available as standard reports. Work in progress WIP Retro Description of this report:…

8 No custom data viewer report exists

Issue: Unable to print from Data Viewer Error message: No custom data viewer report exists Cause: There are no custom data viewer report templates Resolution: Call the Synergist Helpdesk if you'd like a printed version of a data viewer report. Otherwise,…

9 Remove user from the missing timesheets report

Issue/Requirement: How to prevent a user who is not required to complete time sheets from appearing on the 'missing time sheets' report. Solution: Go to the setup tab of the user record, highlight the relevant company and click on the magnifying glass to…

10 Reports which can not be scheduled / run on the web in Synergist versions earlier than 10.7

Issue/Requirement: Need to schedule reports to run automatically, or run reports in the web based staff portal. Solution: Any report with alerts or other user interface elements, will not be available to schedule, and will not be available in the web based…

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