Synergist7.1

This app is for licensed users of Synergist, the trusted job costing and project management system. Used by hundreds of creative agencies and project-based businesses. Synergist is a complete solution from new business through estimating, planning, scheduling, time & expense recording, purchasing through to billing and reporting with links to all leading accounts systems.

This iPhone/iPad app gives live access to client and project data, ensuring you're fully informed whether in our out of the office and making best use of your time ensuring projects progress smoothly. Entering time and expenses along with receipt photos ensures costs are entered quickly, allowing prompt recharging and ensuring you're not burdened with this task each time you get back to the office.

NOTE: This app connects to your existing Synergist system and you will need to know its public internet address (see instructions below). If you do not have access to an existing Synergist system, please feel free to download the app and connect to our demo system (required login details are contained within the app) to see the functionality available.

Time Entry

. Dashboard summary of hours entered for the last 4 weeks
. Quick time entry via a weekly or daily interface
. Add "work done" notes to timesheet entries
. Duplicate timesheet lines for fast entry of repeated activities
. View of calendar bookings with fast timesheet
Expense Entry

. Quick creation of expense sheets and lines
. Add photos of expense receipts from camera for quick approval
. Duplicate lines and sheets for fast entry of repeated expense claims

Client & Contact Information

. Client list with customisable views
. Address with one click link to Map with directions
. Phone numbers
. Email address with one click email creation
. List of activities involving that contact
. Opportunities and jobs for that contact

Activities

. Customisable lists of activities
. Drill-down view of activity details

Opportunities & Jobs

. Customisable lists of jobs and opportunities
. Job list including thermometers showing job status
. Visibility of job quote, estimate and costs incurred
For Synergist users wishing to use the iPhone/iPad App:-

You will need:-

1. Your Synergist login username & password
2. The public IP address or name which will allow the App to communicate with your Synergist server. Your Synergist system administrator will provide you with this information.
3. The port number to use for the App to communicate with your Synergist server. Your Synergist system administrator will provide you with this information.
4. Is SSL to be used or not for the communication with your Synergist server? Your Synergist system administrator will provide you with this information.

Setup information for Synergist system administrators:-

The Synergist iPhone/iPad App has the following requirements to function:-

1. A working Synergist System server. The Synergist version must be 11 or later.
2. A communication path to the Synergist server from an iPhone/iPad, via the Internet. If you have already made your Synergist server available on the Internet for the purposes of remote working for your web browser users, then no further configuration will be required.

To make your Synergist Web server available on the Internet, it is necessary to configure your office router/firewall to allow a specific “port” through. Here is an article which explains “port forwarding”
http://www.howtogeek.com/66214/how-to-forward-ports-on-your-router Ideally your office router/firewall should be allocated a “fixed” public address as this will stop the address from changing. You may require the services of an IT resource to get these configurations done.

If you wish to use SSL (Secure Sockets Layer) to make the communications path more secure, then a SSL certificate will also be required for your Synergist server. Here is a link to our knowledgebase article about this http://kb.synergist.co.uk/article/AA-00443/0/

Version History Department field added to expense lines if enabled in Synergist. 7.1 Mar 19 Improve security via use of oAuth 2.0 for authentication, thus supporting both SSO and MFA for login to Synergist.

Stage description is now shown on the weekly timesheets screen.

Expense sheet "Submit" button has been renamed to "Save" to more accurately reflect the function.

Renamed "Activities" to "Tasks" throughout the app.

Various app updates. 7.0 12/22/2025 Update to date picker control 6.2 03/17/2025 minor updates 6.1 01/25/2025 Underlying platform change
UI refresh and branding
A small change to expense entry for Synergist v13 6.0 12/23/2024 Improved image quality for expense receipt uploads 5.4 07/28/2023 Fix: Timesheet timer pauses if Synergist app is not the active app

Fix: Timesheet timer is reset if the user taps the Back button in the Synergist app 5.3 09/12/2022 This release contains minor updates 5.2 03/09/2022 Fix for Expenses issue where Synergist system did not have a base currency record 5.1 08/26/2021 Fix problem for users who have multiple expense accounts 5.0 07/12/2021 Support for foreign currency expense sheets with Synergist 12.6 4.9 02/24/2021 Bug fix for usernames and passwords that contain a space. 4.8 01/14/2021 Various bug fixes 4.7 12/19/2020 Small improvement to activity follow-up 4.6 06/29/2020 Remove push notification counter 4.5 05/27/2020 Preparation for adding notifications to the App
Expenses - Stage optional in 2- tier jobs

Various updates and fixes 4.4 05/19/2020 UI improvements and bug fixes 4.3 11/16/2019 List searching fix 4.2.0 09/21/2019 Fix : Expense line entry - phases list 4.1.0 09/13/2019 UI improvements and bug fixes 4.0.0 08/22/2019 Bug fixes 3.0.49 03/04/2019 Timesheet work done text can now be entered using multiple lines
Bug fixes 3.0.48 10/19/2018 Timesheets enhancement to allow for the 2 additional time categories (overtime 1 and overtime 2) 3.0.47 10/02/2018 API Compatibility update 3.0.43 06/23/2018 Fix for deleting entry from weekly timesheet 3.0.42 04/27/2018