10 May 2019

Bespoke Software Development & Integration from Synergy Technology

At Synergy Technology, we have been delivering business solutions since 1997. During this time, we have assisted numerous customers to increase their focus on running their business. One of the services we are known for at Synergy Technology is our bespoke software development and integration with existing systems.

Expert Consultants

We can develop you a software to meet the requirements of your business, which can be smoothly integrated into existing systems. Our expert consultants can provide you with custom-built solutions once they fully understand your business, which are designed to save your company time and energy.

We can help to identify technology which we know will improve your business performance to ensure that all IT strategies are aligned with your commercial and business objectives.

Integration & Add-ons

With Synergy Technology, you can integrate 3rd party products into your systems to create a fully-integrated framework in which all the necessary tools are in one place. We already have a large collection of add-ons prepared especially for businesses like yours, therefore we are ready for anything you need. It can even be as simple as adjusting your management system to include extra necessary fields that you require to input record data.

However, if you find that we do not offer the add-on you require, then don’t let this discourage you. You can easily get in touch with us and we will offer you suggestions on how to make your software meet your business requirements.

Benefits to Your Company

There are multiple ways in which your company can benefit from using Synergy Technology for custom-built solutions for your software and applications to integrate into existing systems. These include:

  1. Improved risk management: This can help to increase resilience and to reduce the risk of replacing ageing applications and systems.
  2. Company collaboration: This will help to improve communication between your company’s employees, which will allow for more flexible working practices.
  3. Higher quality work: Improved quality, availability and accessibility of your key business information and data.
  4. Sophisticated automation: You can automate business processes, which will help to free up valuable time for you and your colleagues to focus on other business.

No matter the circumstances, our specialist Synergy Technology consultants will find a way to make your required software follow your business practices, without you having to change the way you work to follow the software limitations.

Call Synergy Technology on 0345 456 0050 today and speak to your account manager about our system integration system. Alternatively, mention it when we are next visiting!

Share this
01 May 2019

Document Capture for Microsoft Dynamics 365 Business Central

Companies at times can become overwhelmed by the number of invoices and documents they need to submit to their Microsoft 365 Business Central. Certified by Microsoft, Document Capture was introduced by Continia Software as an add-on feature to Business Central to help streamline and automate every step of document handling.

There are various features to the Document Capture add-on can help to benefit every company that needs a comprehensive solution for the scanning of invoices and other documents such as order confirmations, contracts, and certificates.

Automated Document Registration

The automated software helps to capture data through scans, extracts of OCR-data, registers, posts

In the add-on, you can set up dedicated email addresses and drop folders in which Document Capture will automatically download and process all digital documents, as well as being able to scan and process paper documents. Finally, you can register purchase invoices in various data formats.

All the documents which have been downloaded, scan or processed are collected and stored directly into your Microsoft Business Central, ready for registration.

Invoice Processing and Management

Invoices and other similar documents can easily be typed into your Business Central, whereas PDF and paper documents are automatically read and understood by Business Central. This is due to Optical Character Recognition technology, or OCR technology for short, which enables you to convert different types of documents, files or images captured into editable and searchable data.

Using a 3-way matching system, invoices can be matched up automatically to existing purchasing orders or receipts, as well as approved and posted if the amounts are within predefined thresholds. This means you will end up with a set of complete invoices without doing any typing at all.

Approval Workflows for Everyone

With the Document Capture add-on, you can enable for anyone in your company to have access to the approval workflow. The workflow has an easy overview of all invoices, which include important details such as current status and who the approver is for specific invoices. Approvers can accept or reject an invoice, place it on hold or forward it to another person in the company for review or approval. Comments and attachments can be easily added to each invoice as well.

With an end-to-end approval workflow solution, your company will have faster approvals of invoices and will be in total control. If anyone in the company does not have access to Business Central, then they are able to approve invoices on their computer or phone via their web browser, in which they will have been notified and sent a link by email. All approved invoices are collected in an overview where you can go through all released purchase invoices before final posting.

Access Documents from Anywhere

The digital archive in Document Capture offers your company access to all your documents in Business Central from anywhere in the system, such as PDF files and scanned documents. All documents are fully indexed in the digital archive, allowing you to complete a full-text search of all document data. Through this, you can view original PDF invoices from the posted invoice card or entry screen, or you can search for any text on a document, even if the information has not been transferred to a field in Business Central.

How will Document Capture benefit your company?

Document Capture is 100% integrated with Business Central, meaning that you eliminate manual data entry which will improve the efficiency of document handling, thus reducing human error. Furthermore, Document Capture provides you with the right tools to ensure you speed up your invoice approval process by having a fully updated overview of all invoices pending approval and the current approver. Finally, Continia Document Capture will help you in saving time when re-finding invoices with fully indexed PDF-documents.

Find out more about how to get the Document Capture add-on here: https://www.synergytechnology.co.uk/products/microsoft/document-capture/

If you need advice on how to use Document Capture on Business Central, then please get in touch with Synergy Technology today on 0345 456 0050.

Share this
30 Apr 2019

Pocket CRM 9.0.3 Update Released

Release of Pocket CRM 9.0.3: Latest Bug Fixes and Changes

This April, SuperOffice has release the latest updated to the Pocket CRM with update 9.0.3 fixing numerous bugs which have been found over the past couple of months. You can find below the full details of the changes made to the Pocket CRM in the latest update below.

Issue with logging in to Pocket CRM from Xiaomi Pocophone F1 Mobile

SuperOffice has investigated and fixed the login issue for users of the Xiaomi Pocophone F1 mobile, android version 9 PKQ1.180729.001 and the Xiaomi Mix 3 mobile.

The issue was that the Pocket CRM would load but the login screen would not load, therefore users were unable to login to the program.

Issue with ‘Busy Days’ being marked on Calendar View

Issue has now been fixed in which users were unable to mark busy days on calendar view for Pocket CRM versions 9.0.2 and with the SuperOffice CRM version 8.0 and below.

Users are now able to mark busy days and compare availability against the availability of other team members.

Issue with Saving Appointment Description in Pocket CRM

The latest Pocket CRM 9.0.3 has fixed issues with savings appointment descriptions to the Pocket CRM app when using Netserver 7.5 and Pocket Server 7.6.2. Users should now be able to add new appointments with descriptions and be able to view them at a later date, without them disappearing.

Issue with Installation of Pocket CRM to Android Devices

The Pocket CRM 9.0.3 update has seen to that all users on Android devices can now install the Pocket CRM app.

Issue with new appointments not loading

Any new appointments that are added to the project/sales sections of the Pocket CRM are now viewable and able to be seen by all users.

Issue with Pocket CRM crashing when navigating

The issue which was risen about the Pocket CRM app crashing when navigating from quick search-related person has now been seen to and fixed by SuperOffice, enabling smooth navigation around the app.

Issue with columns in month screen view

Users who were experiencing issue with ‘Sundays’ showing in different columns for some months in the month calendar view will now see that all columns are consistent, and each day remains in the same column for each month.

Issue with radio buttons not showing on Android devices

The radio buttons in the Pocket CRM app are now showing on all Android devices with the newest app update.

Issue with sale search failing or providing duplicates

All users on the Pocket CRM 9.0.3 app can conduct a successful sale search, in which no duplicates will be presented in the results.

Still Experiencing Issues?

If you are a user of the Pocket CRM and you are still experiencing one of the issues listed above, then you may want to check that the latest update for Pocket CRM has been installed onto your mobile through your app store or settings.

If the latest update has been installed and you are still experiencing issues, then get in touch with SuperOffice on their website. Otherwise, please get in touch with us here at Synergy Technology and we will fix it for you.

If you want to get started with SuperOffice CRM, then please contact Synergy Technology and speak to an experienced member from our team to get started!

 

 

 

Share this
30 Apr 2019

Leadexplorer by eMarketeer Webinar 2nd May 2019

Leadexplorer by eMarketeer webinar 2nd May 2019

Leadexplorer by eMarketeer helps to give you an in-depth insight about the companies that visit your website, in which they score them based on how interested and engaged they are in your brand.

This tool was created by eMarketeer, in which eMarketeer has conducted website tracking for more than 10 years and assisted companies in providing relevant traffic data and potential sale opportunities.

Why choose Leadexplorer?

Compared to all the tools available, Leadexplorer has features to create strong relations with enriched customer information from multiple sources. Some of the features include:

  • The LeadScore: A feature which helps to provide you with a clear indication as to how interested a company is in your business and when it is time for you to contact them.
  • Up-to-date Web Leads: Leadexplorer provide you with relevant company information you need to really get to know your leads, such as company information, interests through tags and levels of engagement. Furthermore, you can learn how a company found your site, when they visited and what they did on your website e.g. Submitted form “Request a Demo”.
  • Marketing and Sales Insights: Leadexplorer collects and presents both marketing engagement and CRM insights to provide you with a complete view of your web visitors.
  • Live View: You can see at any given moment which companies are on your website, allowing you to see how much traffic that company is generating in real-time. You also have the option to screen share it to your office TV and have all your colleagues involved in what goes on with your website in the moment.

Leadexplorer for SuperOffice CRM

Integrated with SuperOffice CRM, Leadexplorer can help to provide you with CRM insights as soon as a company enters your website.

You can:

  1. Receive instant CRM insights to learn total sales, key account managers and the open sales opportunities with each lead.
  2. Gain access from SuperOffice CRM to explore your leads and each company profile directly in your CRM and
  3. Add a company to your CRM instantly.

Need to understand Leadexplorer more in-depth? Don’t worry…

There is a webinar on 2nd May, 2019 at 9:00am, hosted by eMarketeer, which can help you understand more about how Leadexplorer can benefit your business. Follow the link below to sign-up for the webinar today.

https://register.gotowebinar.com/rt/7363504535178778124?source=emlogin

If you want to sign up for a free trial, then please visit the Leadexplorer website: https://leadexplorer.com/

Do you want to get started with SuperOffice CRM today? Please get in touch with Synergy Technology on 0345 456 0050 to speak to the experts.

Share this
24 Apr 2019

Advanced Notice of Holiday Pay Changes from April 2020

From 6th April 2020, the UK government will be changing the holiday pay reference period that applies for calculating an average week’s pay where a worker has variable remuneration. This can either be because there are normal working hours, but the remuneration varies due to:

  1. The amount of work completed.
  2. The time the work is completed
  3. The worker does not have normal working hours.

This will be happening as part of the measures proposed to improve transparency between employers and individuals in the labour market.

With workers that have been with their employer for at least 52 weeks, the reference period will be increased from 12 weeks to 52 weeks, whereas workers who have been with their employer for less than 52 weeks will have a reference period of the number of weeks for which they have been employed with their current employer.

What is the reason for the change?

These changes being implemented will allow for better reflection of the seasonal nature of much casual and zero hours work, as well as reducing the incentives for employers to either encourage workers to take annual leave before busy periods or to discourage workers from taking leave just after busy periods.

What do employers need to do to prepare for April 2020?

All employers should ensure that they keep records of employee pay for the 52 weeks prior to 6th April 2020 and to continue to do so thereafter.

The UK Government plan to produce new guidance steps for employers on how to calculate holiday pay, as well as increasing awareness of holiday pay entitlements to both employers and workers.

How will this affect Opera 3 payroll?

Luckily, Opera 3 already has numerous facilities to assist all employers with the calculation of average weekly pay for holiday pay entitlement based on the current 12-week pay reference period. These can continue to be used after the period increases to 52 weeks:

  1. Holiday Pay Average facility; e.g. with weekly paid employees, the user can specify in ‘Payroll Set Options’ the number of week’ pay to use in the average pay calculation.
  2. Employee History view; e.g. an employee’s history record, recording the total of profile payments for that pay period, which is recorded by the ‘Payroll Update’.
  3. Advanced Payments & Deductions List report; e.g. a report which can be produced of specific payments over whatever period range the user requires.

To ensure that the above facilities will cater for 52 weeks of pay history as necessary, Opera 3 users should ensure that you have the associated retention settings set accordingly in ‘Payroll Set Options’.

For some assistance, please see the screenshot below of the settings going forward:

Pegasus payroll settings for holiday pay changes.

If you require more information about the upcoming changes, then please contact the Synergy Technology team on 0345 456 0050.

Share this
03 Apr 2019

Opera 3 SQL SE Released

Pegasus has released the latest version of its Opera software. Pegasus has been providing powerful user-friendly business software for over 35 years and their latest solution is designed to make managing a small to medium enterprise dramatically more efficient and simpler to use. Built on robust Microsoft technologies it aims to accelerate your business by taking its efficiency and security to another level. Read on to find out how this business management tool will help you do more with less!

Opera 3 SQL SE at a Glance

  • Make better decisions, faster
  • Deploy an integrated solution
  • Fast-track your financials
  • Adapt to change


Better Decisions, Faster

Opera 3 SQL SE applications integrate directly with Excel spreadsheets giving you easy access to business critical information. Spend less time searching for information and more time acting upon it.

Integrated Solutions

Reporting linked directly to Excel provides a unified view of your business allowing you to make fully informed decisions with total visibility of multiple companies and currencies.

Fast-track Financials

Continually track your Revenue with full visibility of your cashflow including monies owed and payment due dates.

Adapt to Change

Opera 3 SQL SE applications can be deployed when you need them and can be expanded as your business grows. The flexibility of the options allows you to tailor how the software works for you.

The Power of Opera 3 SQL SE

  • Microsoft .NET and SQL Server technologies provide security, power and reliability.
  • Cashflow and Error correction tools.
  • Credit Management.
  • Secure management of supplier transactions.
  • Repeat invoicing for contract sales invoices.
  • Detailed, multi-level analysis of your finances.
  • Create your own data views with drilldown and charts that can be exported to Excel.
  • Submit VAT returns electronically to HMRC.
  • Ability to schedule tasks to suit you.
  • Intuitive design, ease of use and hassle-free deployment.
  • Customisable navigation bar.



Opera 3 SQL SE is a system that allows you to pick and choose the functionality required to meet the challenges your business faces today and because it is built on the latest Microsoft technologies you know it will continue to support your business well into the future. For more details, please contact the Synergy Technology team on 0345 456 0050.

Share this

© 2018 Synergy Technology. All Rights Reserved

Click Me