General

[Synergy] Custom Forms – Client Install
To install Custom Forms, please follow the steps outlined below. We suggest reading all instructions before starting the install: Save the attached ‘Cust...
Fri, 12 Nov, 2021 at 9:46 AM
[Synergy] System Housekeeping - Tidying clients and Products
Tidy up old products and inactive customers Over time you may end up with an extensive customer list with customers who haven’t been back for years, or pr...
Sat, 13 Nov, 2021 at 2:47 PM
[Synergy] System – Entering a New Product Key
Process of Entering a New Product Key You will be emailed a new product key from Synergy if you purchase modules, change a company name or remove a module...
Sat, 13 Nov, 2021 at 3:33 PM
[Synergy] Using Spell Check
How to setup and use spell checking in Synergy. Disclaimer This module is available only for the Synergy Financials and Auto Shop software packages and ...
Sat, 13 Nov, 2021 at 5:47 PM
[Synergy] User Security in Synergy
Set user access to different area's in Synergy Turn On Passwords within the System Company/Setup -> General -> Set Passwords On or Off ...
Sat, 13 Nov, 2021 at 5:53 PM
Processing the COVID-19 wage subsidy
This article has information about how to process the COVID-19 wage subsidy in Synergy Cashbook. The instructions herein are only relevant if you have, a...
Fri, 3 Sep, 2021 at 1:32 PM
[Synergy] Help screen blank or won't display
Common fix for an issue causing the Synergy Help to have blank pages This issue is caused by Microsoft Windows blocking the content of the "Sy...
Tue, 10 May, 2022 at 2:53 PM
[Synergy] Selling / Buying a Business Running Synergy?
Generally, when an automotive workshop is sold, a lot of the value the new owner is purchasing is held within the workshop management system, such as the...
Thu, 8 Feb, 2024 at 3:25 PM