Syngency changelog
Syngency changelog
syngency.com

Invoice Splits

The latest in a string of long-awaited features is finally here – introducing Invoice Splits.

You can now create up to six invoices per booking, and divide the gross amount between them.

Under Details > Invoice in the booking, select the number of invoices the booking should be split across:

CleanShot 2021-03-10 at 14.56.37.png

Either as percentages:

CleanShot 2021-03-10 at 15.15.11.png

Or as fixed amounts:

CleanShot 2021-03-10 at 15.13.46.png

The dropdown in the Invoice tab switches between each invoice:

CleanShot 2021-03-10 at 15.12.34.png

And updates the Amount Due for each invoice split:

CleanShot 2021-03-10 at 15.13.05.png

Read more about using invoice splits in your bookings here.

Create Booking from Package

A much-requested feature has finally arrived, with the ability to now create a new Booking directly from a Package.

From the package dropdown menu, select Create Booking:

Untitled.png

Enter your booking details as you would when creating it from the Calendar – making sure you add Schedule Dates:

Untitled2.png

When you create the new booking, each talent from the package will be added, with this schedule added for each.

We hope that this will speed up your workflow from package-to-booking considerably!

Tasks

The Syngency product team is thrilled to announce the latest addition to the platform's suite of productivity tools – Tasks.

Tasks are a quick, easy way to manage day-to-day tasks and reminders, for yourself and between your team members.

You can find Tasks in Syngency's top nav, between Messages and the search bar:

CleanShot 2021-02-26 at 18.17.28@2x.png

Click to open the new Tasks sidebar:

image.png

Read the full introduction to Tasks, and learn how you can start using Tasks today!

Default billing codes for talent

If you use Syngency's accounting integration with QuickBooks or Xero, you likely also use Billing Codes to override the account codes used in your invoices.

Often you will have specific billing codes for certain talent (based on their division, or the type of talent), and you can now set a default billing code to be used for line items in their Invoices or Bills.

First, set the default billing codes to be used for this talent's invoices and bills in the Accounts tab of the talent's profile.

CleanShot 2021-02-17 at 21.43.51@2x.png

Then each time you add this talent to a booking, the default billing codes will be pre-selected in both the Fees modal for the invoice:

CleanShot 2021-02-17 at 21.46.16@2x.png

And the talent's Settings modal for the bill:

CleanShot 2021-02-17 at 21.45.42@2x.png

This offers you full customisation of which accounts talent line items are coded to in your accounting system.

Autosave Message field details in Booking > Email Talent.

How many times have you finished entering the perfect message to send to your talent from a booking, only to realize that you need to change one thing last-minute?

You click out of the window, make the changes, and realize that your carefully-crafted email message has now disappeared!

It can be frustrating when this happens too often – so we have added instant-autosave to the Message field.

Now, any time you enter new details, they are automatically saved and remain there until you send your talent email.

CleanShot 2020-11-25 at 20.36.41@2x.png

Auto-complete for Talent and Contact addresses

Syngency is now using the Google Places API to provide full auto-completion for contact names and addresses. This makes entering the correct details for your contacts quick and easy:

contact.gif

If the additional details are available, the API will also populate the Phone and Website fields for the contact.

Auto-completion is available for all talent address contacts:

model.gif

Secure your Syngency account with 2FA

We now provide an additional layer of security for your – and your agency's – Syngency account. Two-Factor Authentication with Authy is now available for all Syngency users.

For more information on 2FA, and how it can ensure maximum security for your agency and its data, read our help article here.

CleanShot 2020-10-20 at 19.11.42@2x.png

Sortable divisions in talent profile

You can now change the preferred order of the divisions your talent are assigned to, by simply drag/dropping them in the Divisions tab of their profile.

sort-divisions.gif

If a new division is moved to the beginning, it will become the default division for the talent – used in searches or packages if a division hasn't been selected.

SEO fields for Division types

Division types now features two additional fields, SEO Title and SEO Description, which can be used to improve your website's SEO performance on division pages.

CleanShot 2020-09-26 at 10.40.52@2x.png

These are available in Liquid templates as division.meta_title and division.meta_description, but also populate the Master template as meta_title and meta_description when on a division page.

New message template and payment links for invoice emails

The Email PDF modal in bookings has received a quick update, with a rich-text editor for the Message field, accompanied by a new Invoice Message template.

CleanShot 2020-09-22 at 14.07.41@2x.png

Now the message included with your invoices and booking confirmations can now include any formatting you wish – even a payment link or button for your clients to make payment using a payment gateway of your choice.

The Invoice Message template is editable from Settings > Templates, with all of the same Liquid objects and parameters available to the Booking Invoice and Booking Confirmation templates.

CleanShot 2020-09-22 at 14.13.54@2x.png