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Glossary

Term Description
Team Staff may be put into teams. Staff resources may be put into teams so that it is easier to select them when allocating work via MyTasks or when estimating. Account handlers may be put into sales teams. These same teams can be used for grouping jobs by team, and for analyzing costs / revenue by team. You can even allocate a nominal code to a team so that this analysis can be exported to your linked accounts system.
Tick off 'Ticking off' costs in Synergist means allocating costs to a sales invoice. Unticked costs remain in WIP.