TABLE OF CONTENTS
Disclaimer
This update is only available to customers on a current Support & Maintenance Plan (SMP) or Synergy Software Maintenance Agreement (SSMA).
If you wish to enquire about gaining access to these updates please contact [email protected]
Minimum System Requirements
Please see www.synergy.net.nz/support for minimum system requirements of Synergy applications.
New Features and Enhancements
Build 381 includes Booking Diary SP22 and POSLink/PumpLink Build 18.33
Highlighted Enhancements
Free Centralised Documents Module
Support & Maintenance Plan customers will now have free access to the centralised documents module. This module enables you to attach images & files to clients, vehicles, invoices, products and suppliers.
This is useful for attaching original copies of supplier invoices, attaching photos of work undertaken on vehicles, attaching signed quotes to jobs or account application forms to client accounts etc.
To find out more, see our knowledge base article:
[Synergy] Centralised Documents Module User Guide
Email - SendGrid
New SendGrid solution developed for emailing, to provide a simpler and more reliable solution for sending email from Synergy, as an alternative to SMTP or relaying via Outlook.
Configuring SMTP settings can be complex and confusing, often requiring you to contact your email service provider to confirm requirements, and they can change their requirements without notice which can stop your program sending emails correctly.
SendGrid simplifies the configuration of email in Synergy, not requiring you to configure the SMTP details of your email service provider.
SendGrid is exclusively available to customers on a current Support and Maintenance Plan (SMP).
For setup instructions, see:
[Synergy] How to Set Up Emailing
SMS Messaging API
We have added a new option to our SMS setup, to enable you to send SMS messages through our new SMS API, instead of the prior method relying on email to relay SMS messages. The new API is faster and more reliable as it avoids the risks associated with email such as SPAM blacklisting etc.
If you’re already using SMS, we recommend you change to this new method to improve your SMS functionality, by following the instructions on our SMS setup knowledgebase article:
If you are not using SMS, we offer a 3-month free trial, so for more information and pricing see:
https://sam.tsinz.co.nz/en-nz/sms_activation
Link to Synergy Knowledge Base
This isn’t a big change, but will make it easy to quickly access the Synergy Knowledge Base to find out how to use and set up various features in Synergy:
System Audit Log
The system audit log will record and present critical system actions and changes, such as the deletion of Saved Invoices (work in progress), Month End Rollovers etc. Further system changes will be added to this audit log over time, to add value and traceability of changes made to the system.
Detailed Enhancement List
Enhancements | ||
Module | DR# | Detail |
Accounts Receivable | 1025 | The customer email address field has been extended to accommodate up to 100 characters. |
Accounts Receivable | 1040 | Debtor banking transfers that include receipts not all dated the same month will be logged in the system Audit Log. |
Australia | 1035 | ABA Banking Format File has been added to bank account set up when the Australia Module is active. |
Auto Shop | 1036 | Vehicle setup will now allow the creation of vehicles with no rego number; previously could be blocked if the system detected blank rego numbers as ‘duplicates’. |
Booking Diary | SP20 | Enhanced coding to minimize file locking during internal timer triggered update/refresh process |
Booking Diary | SP21 | Added routines in code to ensure prior table/database changes have been applied |
Booking Diary | SP22 | Added ‘Credit Status’ to available information to be presented on customized job cards |
POSLink/PumpLink | B1826 | Changes to the Vault Configure button in Pos Setup. Changed name to "Setup Options" and on Vault Setup screen, when Configure selected, changed default button on Warning Messagebox. |
POSLink/PumpLink | B1822 | New setup option added to Vault Setup to "Play a Sound when Card declined". Plays the Windows Notification sound, to change this sound change the Notification sound in Windows Control Panel sound settings |
POSLink/PumpLink | B1831 | New "Hourly Sales" Report has been added to the POS reports menu. Reports can be based on a date range and will display a report that can be printed. A copy of the report data will be automatically exported, in CSV format, to synergydata\company1\posreps directory. |
POS/PumpLink | B1832 | Option added to Audit Trail report to filter and display only the 'cash out' transactions for security audit purposes. |
Support Module | 1029 | Sites on a Support & Maintenance Plan are now entitled to free access to the Centralised Documents Module to attach images and documents to vehicles, jobs, invoices, clients, products and suppliers. |
SMS API | 1046 | Developed the new SMS API option for sending SMS messages, rather than relying on email services for SMS delivery. This improves reliability and performance. |
SMS | 1064 | Added customer name to the information provided when a customer replies to an SMS message. |
Synergy Hosting | 1054 | Built new system architecture for deploying updates to TSI Citrix hosted sites. |
System | 1039 | Added logging of AR and AP rollovers in new system Audit Log |
System | 1045 | New Audit Log added, which can be opened from the top dropdown menu <Maintenance> <Audit Log>. to record and display important system actions and changes. |
System | 1055 | Link to Knowledge Base added to <Help> dropdown menu |
System | 1048 | Several folder and file selection screens, for exporting and saving files etc, have been upgraded to the more modern interface style, for uniformity and compliance purposes. |
System | 1069 | New SendGrid solution developed for emailing, to provide a simpler and more reliable solution for sending email from Synergy, as an alternative to SMTP or relaying via Outlook. |
Fixes
Fixes | ||
Module | DR# | Detail |
Accounts Receivable | 1044 | Global Invoice Closing – resolved issues causing ‘client copy’ invoices to not be generated. |
Accounts Payable | 1068 | Resolved an issue where payment runs would fail to complete if the payee amount is set to zero dollars. |
Citrix Hosting | 1053 | Improved performance of program launch process within Citrix hosted server environment |
GL | 1067 | Changed the default ‘FROM’ date on various reports and list screens to avoid ‘Date out of Range’ warning messages. |
POSLink/PumpLink | B1821 | Resolved an issue where the QTY of FuelUp fuel discounts applied was resetting to “1” rather than reflecting the qty of fuel sold. |
POSLink/PumpLink | B1825 | Fixed an issue with rounding from 3 decimal places affecting some receipts. |
POSLink/PumpLink | B1822 | Fixed an issue where an incorrect fuel discount barcode applied to a manual fuel sale (using fuel calculator) is scanned in, POS would prompt that the barcode is invalid. Following this, if the fuel line is deleted from the transaction, the item count is reset to zero. |
POSLink/PumpLink | B1823 | Fixes issue with Customer Display images on multi-lane environments with different data paths. POS now set to look within the SynergyData\Companyx\Pictures\ directory, within the known data environment, and only the filename is defined in the setup tables. |
POSLink/PumpLink | B1826 | Resolved an issue where QTY of subsequently scanned products was replicated from the quantity of the previously cancelled fuel sale. |
POSLink/PumpLink | B1832 | This build adds reinforcing code the Goody / MyChallenge interface to minimise the likelihood of the 'held sales' function being triggered when a membership card is scanned. |
POSLink/PumpLink | B1833 | Resolved an issue with the “hourly sales” report, causing a crash under certain conditions. |
System | 1031 | Adjust tableupdate routine to ensure fix_errordetails.dbf table is present |
System | 1042 | Issues resolved in display of the fields in the SMS log |
System | 1065 | Table update procedures enhanced. |
SMS | 1056 | Resolved issue with SMS API where SMS reminders wouldn’t send when ‘Send Emails from Microsoft Outlook’ setup option was enabled. |
If you have any questions regarding Synergy Build 380, please contact the helpdesk on 09 583 2455 or email [email protected]