Winter Release Now LIVE in Syncore
Find everything you need to get started including feature details and training resources
Discover sales, order processing, and finance updates now ready for your to use in Syncore. To help you get the most out of these new tools, explore feature overviews, quick training videos, user guides, and the full release training demo. Dive in and start using the new tools today to move faster, customize client touch points, and deliver a professional client experience.
Winter Release Now LIVE in Syncore
Find everything you need to get started including feature details and training resources
Discover sales, order processing, and finance updates now ready for your to use in Syncore. To help you get the most out of these new tools, explore quick training videos, user guides, and the full release training demo. Dive in and start using the new tools today to move faster, customize client touch points, and deliver a professional client experience.
Winter Release tracker and key dates
Winter Release tracker and key dates
Watch the Winter Release Training Demo On-Demand
Watch the Training Demo for a hands-on walkthrough of the tools included in the Syncore Winter Release. Our Training team shows you exactly how each new feature fits into your existing workflow. See the new tools across sales, service, and finance, learn expert tips for using them effectively, and hear answers to your questions during the Q&A session!
Get orders & artwork approved faster with Online Approvals
High Impact | Sales, CSR, Management, Admin
With Online Approvals for Sales Orders and Acknowledgements, clients can review order details, artwork attachments, and totals, then approve or request changes through a simple link—anytime, anywhere. All feedback is tracked automatically in the Job Log, giving your team full visibility and keeping orders moving forward without delays.
Personalize Sales Order & Invoice emails
Low Impact | Sales, CSR, Management, Admin
Create Sales Order and Invoice emails that look, sound, and feel like you. In Syncore settings, easily customize subject lines, body content, signoffs, and more. Plus, you can apply tags that will automatically prefill order and contact details, eliminating copy-and-paste work.
Send ePOs with confidence using third-party shipping
Medium Impact | CSR, Management, Admin
Admin and Management can match saved shipping accounts to supplier-approved carrier and service options with a one-time setup. From there, Syncore automatically applies the correct shipping codes whenever the account is used on a Purchase Order. This will allow CSRs to use the saved accounts as usual, and orders will qualify for ePO without manual fixes or workflow changes.
Process Orders faster with improved Job Search and PSST management
Low Impact | CSR, Management
Quickly locate previous and active orders by filtering jobs using specific product SKUs. Plus, gain better visibility of other columns (like priority or secondary reps) by using the new status filter in the Job Search.
Keep your PSST decorator lists clean and accurate by easily removing inactive decorators.
Send automatic AR Statements to clients every month
Medium Impact | Finance, Admin
Manually preparing and sending AR Statements for every single client isn’t scalable. With automatic AR Statements, finance teams can schedule statements to send on the first business day of each month, delivering a consistent, professional experience without the extra work.
Send AR Logs from Syncore & resolve issues faster
Medium Impact | Sales, CSR, Finance, Management, Admin
Keep your teams informed by sending AR Logs directly from the AR Follow-Ups module. Select recipients, set priority levels, and clearly communicate urgency, bringing the right people into the loop at the right time.
Apply payments to multiple Invoices all at once
Medium Impact | Finance, Admin
In an update to the Receive Payments feature, quickly search for client payments and apply them across multiple invoices in one step. Save time, reduce manual effort, and minimize possible errors.
Assign clear ownership to AR Follow-Ups from the start
Low Impact | Finance, Admin
Designate a finance user for AR Follow-Ups directly from the contact page to establish accountability early. The responsible user will be pre-assigned in the AR Follow-Ups list, preventing confusion and ensuring collections are handled consistently and on time.
Want to revisit the sneak peek webinar from January 7?
Watch the Winter Release Preview and check out the Q&A.
Questions?
Reach out to your Strategic Account Advisor, .