Anyone out there with a current review for Synergy as a Project Management / Workflow management program as well as it's integration with Xero? We are currently using Workflowmax which is proving not to be so great at the Workflow side of things - very manual and tedious, difficult to manage a high volume of projects. Thanks

We have been using the Synergy new website since October 2017. Our accountant had moved to Xero and recommended it. That was one of the reasons to work with Synergy, because of its connection to Xero The Xero add-on for Synergy definitely makes it easier for our bookkeeper. When we do the invoices, we can send them straight to Xero, our bookkeeper will process payments in Xero and we import them back in, it's a great feature. Synergy allows you to set up invoice templates how you normally would in your architecture practice. I initially tried to create the invoice templates in Xero and soon realized I needed Synergy to help me achieve the information and layout I was after. Synergy has much more flexibility and information input options. Client names, addresses, project stages etc are all populated automatically to the invoice from the Synergy Project Details & Work Breakdown Area. So data entry time is significantly reduced. I would highly recommend Synergy to any architectural practice using Xero. https://www.totalsynergy.com/blog/post/synergy/2018/03/02/technology-solves-architecture-practice-challenges-for-bespoke-architects (https://www.totalsynergy.com/blog/post/synergy/2018/03/02/technology-solves-architecture-practice-challenges-for-bespoke-architects)

Just wondering if anyone can post an updated review regarding this integration as we are talking to a client about Total Synergy and would like to know if people are happy with it? Thanks and cheers