Synergy March Update

Gain

HERE AT TOTAL SYNERGY, WE’RE ALWAYS WORKING HARD TO DELIVER THE TOOLS YOU NEED TO DRIVE YOUR COMPANY’S SUCCESS. THIS MONTH, WE’RE EXCITED TO BE INTRODUCING MORE TOOLS TO GIVE YOU GREATER CONTROL OVER BOTH YOUR PROJECT DATA AND YOUR FINANCIAL WORKFLOWS, WITH SYNERGY ANALYTICS PLUS AND INVOICE APPROVALS.

Invoice Approvals

IF YOUR

Modern sales professionals need to be both mobile and connected at all times. That’s where the Teamgate mobile CRM idea came to mind. Sales professionals need a fully mobile sales CRM to keep them in-touch and connected with their entire sales process. If something changes, anywhere in the sales pipeline, your sales team need to have access to that information, office-bound or not.

By bringing Teamgate CRM to mobile, your sales team will benefit from all of the features and tools that they need to take their sales office with them wherever they go.

Why a Mobile CRM?

Sales professionals can benefit greatly from having a mobile app for their Customer Relationship Management (CRM) system for several reasons: Accessibility: With a mobile app, sales... Find out more

Wolters Kluwer launches new analytical tool within MediRegs

OUTPATIENT PROSPECTIVE PAYMENT SYSTEMS (OPPS) BATCH GROUPER AND CALCULATOR SERVICE

EMPOWERS HEALTHCARE REVENUE CYCLE PROFESSIONALS TO BATCH CLAIM PAYMENT CALCULATIONS, SAVING VALUABLE TIME AND OPTIMIZING WORKFLOW.

Wolters Kluwer Legal and Regulatory U.S. has launched the Outpatient Prospective Payment System (OPPS) Batch Grouper and Calculator Service with- in MediRegs, Wolters Kluwer’s healthcare coding, reimbursement, and compliance solution. With the launch of this tool, healthcare revenue cycle, reimbursement, and audit professionals can proactively analyze outpatient hospital reimbursement.

This provides instant insights, facilitates a smoother audit and appeals process, and enables more informed decisions.

Wolters Kluwer has introduced this analytical tool as its latest move in...

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We’ve been listening to your feedback on our invoicing capabilities and are excited to introduce a new invoice approval workflow. This new feature will enable you to better collaborate with your team across the invoicing process, giving you greater oversight and a checking... Find

NEW GLIDE FEATURE: ONLY SEND EMAILS DURING WEEKDAY WORKING HOURS

WE’VE RECENTLY RELEASED A NEW FEATURE THAT ALLOWS YOU TO ORDER GLIDE TO ONLY SEND EMAILS GENERATED ON YOUR GLIDE SYSTEM DURING WEEKDAY WORKING HOURS.

This feature was requested by many people and allows you to bulk generate emails while working on a Saturday for example, and have those emails be sent at 9am on the following Monday morning.

This ensures your practice will maintain a professional image, without work emails being sent to clients at less than ideal times. Using this feature, any emails generated after 6pm will be sent at 9:01am the following day, emails generated after 6pm on Friday, will be sent at 9:01am on Monday. Bank holidays are not currently taken into account.

To enable this feature go to the “Advanced Config Settings” page under the “Config” menu. It is not enabled by default.

The queued message setting still works in the same way, if you have all messages set to queue before sending, then they will still queue in the same way and can be...

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GREAT

AND COLLECT THEIR DETAILS QUICKLY AND ACCURATELY.

With the lead capture feature, firms can now create a custom link that they can share with potential clients. When someone clicks on the link, they’ll be directed to a form where they can enter their contact details and a brief message to the firm.

This new feature streamlines the client onboarding process and eliminates the need for manual data entry by the firm, making it faster and more accurate. The form includes a firm’s logo and colours, fields for names, email, and mobile phone number, and a free form space for clients to leave a message for the firm.

The benefits of the lead capture feature are clear. By simplifying the onboarding process, firms can attract more potential clients and improve their conversion rates. And by collecting accurate client details, firms can better manage their client relationships and provide more targeted services.

We believe that the new lead capture feature will be a game-changer for firms of all sizes. Whether you’re a solo practitioner or a large accounting firm, this feature can help you streamline your workflow, save time, and attract new clients by collecting the right information from the beginning of the relationship.

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NEW

XERO CONNECTED APPS!

SEAMLSS: LEAD CAPTURE LINK ASSIST

AU, MY, NZ, PH, SG, UK & US - Smart document management & information recognition for bookkeeping automation. Extract data from your invoices, receipts & other business records for quick automated entry into Xero.

PRACSUITE

Carboninvoice

AU,

Signing Features Coming Your Way

By Albert Patel-Cook

SUITEFILES HAD SOME RAVE REVIEWS COMING IN ABOUT OUR RECENTLY RELEASED SIGNING WIZARD AND WE HAVE EVEN MORE SIGNING RELATED UPDATES ON THEIR WAY VERY SOON! THE BELOW SIGNING FEATURES AREN’T YET RELEASED, BUT YOU CAN EXPECT TO SEE THEM IN THE VERY NEAR FUTURE.

Signing message templates

This has been a highly requested feature by our customers, so we’re very excited to get this out to all our Super Suite customers soon! The time-saving benefits of this feature are clear to everyone – so let’s jump in to how it’ll work.

In step 3 of the Signing Wizard, you’ll see the now familiar Subject and Message fields with new template buttons below. To use them, simply enter your unique subject line (this will be the email subject, and the template name) then fill out the message body as you see fit.

Once ready, hit the “Save as template” button, and the templates will be saved and available for all users with access to document signing on the SuiteFiles site.

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Introducing new Batch Payment approval workflows for Xero to ApprovalMax

AT APPROVALMAX WE TAKE PRIDE IN BEING ABLE TO SAVE BUSINESSES TIME BY PROVIDING THEM WITH EASY-TO-USE APPROVAL SOFTWARE FOR THEIR BILLS, PURCHASE ORDERS, EXPENSES AND CREDIT NOTES.

We are very excited to announce that ApprovalMax now supports Batch Payment approval functionality. This allows businesses to create, authorise, and audit batch payments when using our tool with Xero. Batch payment approval workflows provide all the same benefits as regular approval automation in ApprovalMax, such as the ability to set up complex multi-role workflows, track changes with easy-to-refer-to audit logs, and one-tap approvals to your inbox when using a desktop, or via the ApprovalMax Mobile App.

Why use Batch Payments?

Batch payments allow businesses to send multiple payments to different recipients at...

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Karbon Release Notes March 2023

XERO, THE GLOBAL SMALL BUSINESS PLATFORM, HAS PARTNERED WITH MULTINATIONAL ACCOUNTING ASSOCIATION, ALLINIAL GLOBAL, IN A THREE YEAR GLOBAL AGREEMENT TO BRING THE POWERFUL CAPABILITIES OF CLOUD ACCOUNTING TECHNOLOGY TO MORE OF ITS MEMBER FIRMS, ENABLING THEM TO ADD MORE VALUE TO THEIR CLIENTS.

Allinial Global is the second largest accounting association in the world. The Xero Global Partner status means Xero will become the preferred cloud accounting solution for Allinial Global member firms and their small to medium business clients. Partnering at a global level will support Allinial Global with its mission to bring international reach and capabilities to its independent member firms around the world.

Xero and Allinial Global have a joint desire to see business owners make better decisions as a result of access to accurate financial data from Xero and valuable insights from their advisor. Entering into a global partnership provides the opportunity for...

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