Greetings! Here's our latest news and insights. Enjoy! ~ Donna and Irene

Delegating. A Time Saving Thing.

By Irene Bushnell, Intacct Practice Manager, Synergy Business Solutions

Delegating is often one of the most underutilized skills in today’s work place. Our failure to delegate, and to delegate effectively, can be a significant barrier in our ability to “get everything done.” A good leader knows how to effectively build a team of go-to people, which they can delegate tasks to, ultimately allowing more to be accomplished.

There are many reasons we don’t delegate. Our mind can easily conjure up dozens of unjustifiable thoughts that will inevitably stop us from passing on a task.


How to Add On-Screen Messages to Keep Users Informed

By Irene Bushnell, Intacct Practice Manager, Synergy Business Solutions

One of the really cool features in both Dynamics SL and Intacct is that it is fairly easy to add messages to data entry screens. Visuals are very effective and if you think about it, there are many useful purposes for on-screen messages, such as:

  • Help ensure data entry is more accurate.
  • Give tips about fields or options in the open screen.
  • Inform users of a new feature, field, or function that was installed during an update.
  • Add a hyperlink to a relative resource.
Click below to read more and watch a How To video:

On-Screen Messages in SL On-Screen Messages in Intacct


Teresa Johnson is on our Client Services team! She has been with Synergy almost three years as one of our Client Services Managers. She especially enjoys meeting clients onsite or at user group meetings or annual conferences, getting to know them on a professional and personal level, and solving issues that make their work easier.

Once, while working at Sage software as a QA Analyst, she learned the importance of backing up a system when she inadvertantly deleted a live version of a brand new development feature. Lucky for her, they could restore it because they had a backup. Yes, in case you're wondering, Synergy does backups!

Teresa loves the outdoors and enjoys gardening, golf, hiking, and traveling.

SL Lifecycle Information
SL 2011 (no service pack) and SL 2011 SP1 are both now unsupported. SL 2011 SP2 and SP3 are supported until July of 2016. If you haven't planned for an upgrade to SL 2015, contact us to discuss the process.

Your Changing Business
As your business grows and changes, your ERP system may need modifcation. If you feel confined in SL, it's likely there are new functionality and setup changes we are happy to help with to improve your efficiency and capability. It's less painful to upgrade than to replace your system!

User training is an important means of getting the most from your SL system. With turnover you likely have no one who has been fully trained on the modules you use. Synergy offers training on every facet of SL plus Management Reporter. We can either work with individuals or teach the standard curriculum in a classroom format. Contact us to discuss your needs. We schedule on demand and will be happy to help!

Register for DSLUG Conference!
September 28-30, San Diego, CA.
Early bird pricing before June 1. For an additional $30 discount, use code: a49by9sx


Intacct Learning Center
Do check out the Intacct Learning Center to access a variety of self-paced online courses, other web-based training, and opportuntiies for live training.

In addition to the link above, you can access the Learning Center from within the Intacct Community website.

Save the Date for the Intacct Annual Advantage Conference
Advantage 2016
October 24-28, 2016
Orlando, Florida
Registration starts in June!

Contact your Client Services Manager to discuss
any of these opportunities or updates:

Cindy Smith: 503-601-4076 |
Teresa Johnson: 503-601-4085 |

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Why Delegate

Adding On-Screen Messages

Employee Spotlight

SL and Intacct Updates &

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