IT Vision's September Bulletin

SynergySoft Version

Current Version Build:  7.1.6

SynergySoft Training

Payroll (3rd/4th September) Duration 2 Days
This course provides extensive training in all aspects of SynergySoft Payroll.

Rates & Property (22nd/23rd September) Duration 2 Days
This course provides extensive training in all aspects of the SynerygySoft Rates & Property modules.

Report Manager - Essentials (25th September) Duration ½ Day
Attendees will learn how to extract data from SynergySoft and produce spreadsheets, CSV files and mail merges.

Training Workshops coming up in October / November -
Town Planning - 19th/20th October (Duration 1.5 days)

Building - 20th/21st October (Duration 1.5 days)

Report Manager - 22nd October - Advanced Build/Town Planning (Duration 1 day)

Excel Integration Basic - 28th October (AM) (Duration 1/2 day)

Excel Integration Advanced - 28th October (PM) (Duration 1/2 day)

Health - 30th October (Duration 1 day)

DIY - 5th/6th November (Duration 2 days)

Records Administration - 19th/20th November (Duration 2 days)

Finance Essentials - 26th/27th November (Duration 2 days)

Webinars

Trust - (8th September) Duration 1.5 hrs
The course is designed to provide a new user with an overview of the SynergySoft Trust system. It can be used as a refresher course for those already familiar with the Trust system.

Bank Reconciliations - (15th September) Duration 1.5 hrs
This course is designed to provide new users with an OVERVIEW. To learn how to perform a manual reconciliation of bank statements. Create bank fee codes.

Webinars coming up in October/November -
Payroll - Leave Take Up - 15th October (Duration 1.5 hours)

Creditors - 10th November (Duration 1.5 hours)

Debtors - 12th November (Duration 1.5 hours)

Email Ann Bull ( ann.bull@itvision.com.au) highlighting which training need(s) you have.

SynergySoft Crystal Reports Training

SynergySoft Crystal Reports Training Courses are conducted by CSG. Courses are scheduled for Level 1 on 1st October 09 and 10th February 10 and for level 2 on 2nd October 09 and 11th February 10. For further information please click on the following link http://www.itvision.com.au/trainingschedule/ and have a look at the section called SynergySoft Crystal Reports training located at the foot of our webpage.

Understanding Rates & Property Processes

Attention Rates Officers- No it's not training!! Do you ask yourself "Is there a better way?" or "Am I utilising SynergySoft effectively?" If these thoughts have entered your mind then this may be the answer you're looking for! Want to know more - click on the above attachment!

Documentation Update

User Guides
Online Leave Applications
We recently held an online session to showcase our upcoming Online Leave Application software (also known as eServices).
As part of the demo we highlighted some of the advantages, including how:

Employees can see how much leave they are entitled to before submitting an application (The payroll website links directly to SynergySoft, so leave entitlements displayed are always current)

Once an Employee's submitted an application they can view its progress at any time, instead of having to contact their HR or Payroll Officer (thereby taking up their time) to find the information.

Managers are automatically notified by email whenever any of their Employees submit/change a leave application via the website that an application is waiting an action from them (e.g. approve/reject the application), thereby speeding up the approval process.

The payroll website also includes a simple to use Leave Calendar that allows a Manager to see when all their Employees have upcoming leave planned which Managers can use to make informed decisions about whether to approve or reject applications that have been submitted.

Payroll officers can import approved leave applications into Synergysoft. Leave details are pulled through directly from the leave Application that the Employee submitted into SynergySoft, meaning that the payroll officer doesn't need to re-enter any details. Once imported into SynergySoft, pays are processed as normal.

Payroll officers can easily track the steps that applications have been through during the leave approval process, using the Audit Trail. The Audit Trail provides a nice snapshot that shows exactly when a leave Application was submitted, if it was edited/approved/rejected/cancelled and if so, by whom.

To see how easy it is to use the Online Leave Application software to submit, track and process leave Applications online, you may like to have a look at the Online Leave Applications User Guide (beta version) on the IT Vision website.



Community Information and Bookings (Coming soon)
The Community Information and Bookings User Guide has been updated for V7.1 and will be available shortly.
Amongst other things, the Guide explains how to:

Record details about Events that take place within Shire boundaries.

Record details about Organisations that book out Facilities and/or hold Events.

Enter details about Council Facilities that can be booked.

Create Bookings from either the Bookings or Booking Enquiries program.

See which Bookings already exist for all your Facilities and check before Booking a Facility whether it is available on the date required.

Link a Booking to a Debtor so the Booking can be paid for by debtors invoice, if you choose to do so.

How to create Reports, such as Booking Confirmations and the Event Calendar.

Release Documentation
New versions of 7.1 and 7.2 are coming out shortly.
For a list of the latest fixes, please refer to the 7.1 Fixes Document and/or 7.2 Release Notes.

Comments and suggestions can be sent at any time to documentation@itvision.com.au

Feedback

If you have any Documentation feedback we’d like to hear from you, please direct emails to documentation@itvision.com.au we appreciate your feedback.