In previous blogs we introduced series of new video’s: Exact Globe tips.

This product blog is explaining the existing functionality in order to make better use of our solutions. The quick Tip videos are aimed at existing Exact Globe users and each provide a quick tip which can help you to work more efficiently with the product.

There are many ways in the financial part of Exact Globe, how you can search, select and view the data of financial transactions. The Interactive Balance is one of the most famous reports that fully aimed on representing financial data. In interactive balance, you can view all General Ledger account balances in the balance sheet and profit & loss report. The interactive aspect of this overview means that you can retrieve more information about a particular general ledger account through the Balance list or General ledger Card.  You may inquire information based on vast variety of filters set for different analytical values. You may set the view based upon different layouts. You may define scaling criteria on how you want to group the data presented in the interactive balance: by Year, Quarter, Month or Period. You may require comparison criteria based on budgets or the results of previous years.  Most importantly, you may change the reporting criteria, filters, scales as well as layouts interactively while viewing the data. Printing options as well as the exporting of the reporting results to MS Excel are also available.

Watch this introduction movie to get some interesting tips of how you can use the Interactive Balance in your administration.

We hope you enjoy this Globe tip.  Stay tuned because there are more in the works which will be available shortly.

Ever been in the situation where you wanted to create a task or something else in Synergy Enterprise which requires, for example, a mandatory account. You just viewed this account, document, project or person and want to setup a meeting with them but when you enter the meeting request can’t seem to find it? Who created it? Who is the manager? What was it exactly called again? The Synergy Enterprise search dialogs don’t have the same possibilities as, for example, the document, project or account search function. And there you go, opening a new window in your browser to start a new session in Synergy to get to the account search function and find that required account, copy the account id number, paste it again in the first browser window in the mandatory account field. Boy, that can be pretty time consuming, especially when in a hurry it looks like it takes ages, lets submit it, What? Why did they made the project mandatory to…..  

Exact Synergy Enterprise 244 find in demo

To address this limitation we upgraded the search dialogs with a ‘find in’ option in Exact Synergy Enterprise release 244. This option allows us to quickly filter on “Recently viewed”, “My” and “All” Documents, Accounts, Projects and Persons (resources). Making everybody’s life easier, hopefully you enjoy it to!  

This topic and demo covers the search for existing document, Accounts, Projects and Persons, wondering how you can easily work with new documents in these cases? See ‘Nothing Gonna Break My Stride’  

Feedback is highly appreciated.

In this short post I just want to share on one of the less well-known features of Exact Synergy; the possibilty to upload a set of files into seperate documents or a single document. Or so called bulk upload. Not so well known but really easy for instance to upload a set of pictures from a project meeting.

Now with all these camera phones this is usually a lot easier than to have the notes typed out, and as an image paints a …. you do not loose the creative thoughts.

Last night I was looking for inspiration to come to a simple and easy to use, one search box for Synergy, via the bulk upload I uploaded the screenshots into a single project document. Perhaps the bulk upload is also of help to you!? Leave me a reply on scenarios you use it for (or if you have some inspiration on the one search box )

Are you interested in using this? You will find it in the Document menu via ‘Entry – Bulk upload’, the wizard will assist you comfortably. Your Synergy version should be at least 240 to find the bulk upload in your Synergy menu.

Image credits for the bulk carrier: dioramadays.com.

Crafting out our new solutions is always an exciting process. It starts with the first idea – whether it is based on market input, a concrete customer case or new technology – goes into customer validation, involves design, building and finally it is there. Although we always try to keep the customer focus – we can only build good software if it really meets your needs – a certain part of it is happening ‘behind closed doors’. About two months before we release a new product update to the market we get people in from different parts of the Exact Software organization and its ecosystem and we ask them what they think of the new product update. We brief them on the highlights, supply them with all release notes and focus areas and then they have a go at the software. Product managers desperately looking at their eyes to see what makes them tick.

Colleagues and customers involved come from all parts of the organization and from all over the globe. Customer Support in China, pre-sales from the US and consultant from The Netherlands. Viewing it from these different angles is important and sometimes leads to surprises. For example: we have adjusted our search functionality for Exact Synergy Enterprise so that it now can find <Jiří> just by typing <Jiri>. So, the search now also excludes the diacritics. We used the word ‘transliteration’ for this in our release documentation. We realized that it had a broader meaning, but we thought we scoped it clearly in the other parts of the documentation. The question from China however was: can I now find  <收件人> just by typing <shoujianren>? Indeed Google does have this functionality, but this is a step we have not yet made. ‘Searching=Finding’ will however keep on having our focus.

Photo credit: Desirée Delgado