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

We implemented Xero at the beginning of the financial year and have been utilising the Xero connect feature in this time. Previously we were using the connect feature with our other accounting software package but have been able to sync our project related expenses since switching to Xero. We have saved time in eliminating the need to enter project related expenses in both Synergy and our accounting software. The bank feeds in Xero have saved considerable time with matching debtor payments and reconciliations of the bank accounts. The bank feeds in conjunction with the connect feature has allowed for a more seamless reconciliation of the business credit cards. The tracking feature was relatively easy to set up and the maintenance of ensuring categories are used has been straight forward and will allow for more in depth reporting that was previously unavailable. Our only hitch was with the leading zeros on invoice numbers being omitted when the invoices were brought across to Xero and this means they are unable to be matched. It is a small inconvenience which is easy to work around.

Our company provides business support/infrastructure to SMEs in the AEC market. Part of this is providing Total Synergy as the backbone of our client's company to manage project financials as well as capture and track project and client related data and allocate/manage resources. Due to the nature of our offering, we run multiple Synergy and Xero databases utilising Xero Connect to link them together. Xero Connect eliminates the need for double entry of sales invoices, payment of invoices, credit notes, supplier purchases and client details. With the number of databases we manage, it saves us a huge amount of time giving us more time for growth and value creation. We couldn't live without it!

Our Company has been using Total Synergy for some time, however, it is was a new package to me. When I started here, I was more conversant with Xero - so a big learning curve. This firm is multi-disciplinary with Engineers, Surveyors, Town Planners, Architects, Landscape Architects & Designers. We use Total Synergy for all our job management requirements, contacts, sales invoicing in varying formats, time sheets etc. The reporting structures available are practically endless and easy enough to navigate - these provide us with very useful and detailed reports for our management meetings (Aged debtors, creditors, $'s receipted, productive hours, staff utilisation, WIP etc). My main bug bear has always been finding a software solution that handles the necessary job management & reporting whilst also coping with the accounting/taxation side of a business (my area of expertise). The Xero/Total Synergy connection solves that issue. The majority of our multiple users work with Total Synergy only, whilst the administration team handle the syncing between the two packages. It is a seamless integration - time saving and easy to review what is being transferred between the two packages with confirmation that all has been completed correctly. The Synergy help team are quick to respond to any queries and sort issues efficiently and pleasantly. I'm happy to recommend Total Synergy and confirm the connection with Xero is trouble free. Jenny Clark Office Administration