How to get this update

TIPP 1.2 is available through the TIPP Deployment KIT. Users with admin rights to the server that hosts the Synergy installation can install this update themselves.

After the update, open the TIPP License page in Synergy and confirm that the installed version, license type, expiration, and status are shown correctly.

What is new

TIPP 1.2 moves TIPP from a set of smart pages toward a more complete working layer inside Exact Synergy. Users get clearer answers, better dashboards, and safer access. Administrators get more control over what people can see and which knowledge the AI can rely on.

TIPP Knowledge

TIPP Knowledge gives the AI a better understanding of your Synergy and back-office environment. Instead of treating every database like a blank puzzle, TIPP can work from structured knowledge about tables, fields, customer-specific rules, and local notes.

Setup note: To make TIPP Knowledge useful, an administrator should open TIPP > Setup > Knowledgebase Setup and upload the knowledge packs from the Synergy installation folder. Use the pack for Synergy and the pack for the ERP application used by your company.

Why this matters

• AI answers can be grounded in the way your environment actually works.
• Local documentation can survive upgrades, so customer-specific knowledge is not lost when TIPP is updated.
• Consultants and administrators can add context once, then reuse it across help, AI, and reporting flows.

This makes TIPP more useful over time. The more the system knows about your setup, the less users have to explain before getting a useful answer.

TIPP Lenses and Boards

TIPP Lenses are live, reusable views of your Synergy or back-office data. A lens can be a list, KPI, chart, or focused data view. Boards combine multiple lenses into one working dashboard, so teams can see the numbers that matter together.

Watch: TIPP Lenses video

What users can do

• Open a live view of the data they need, directly inside Synergy.
• Use lenses for receivables, pipeline, revenue, orders, customers, or other operational questions.
• Combine multiple lenses on a board to create a focused dashboard for a team, process, or role.
• Use shared filters so clicking or selecting one data point can narrow the rest of the board.

The practical result is self-service insight inside the ERP workflow. No export. No separate BI project. No waiting for a static report to be rebuilt every time the question changes.

TIPP Page Security

TIPP 1.2 adds page-level security so administrators can decide which roles are allowed to use specific TIPP pages. This is important as TIPP grows beyond a few utilities into AI, knowledge, dashboards, transactions, and operational workspaces.

Why customers will care

• Teams can roll out TIPP gradually, starting with the pages that fit each role.
• Administrators can separate general users from setup, knowledge, and transaction functions.
• New functionality can be enabled with more confidence because access is controlled from inside Synergy.

This keeps TIPP flexible without turning every new feature into an all-or-nothing rollout.

Better help on every page

The help widget has been expanded across the TIPP pages. When a user opens help, TIPP now knows which page they are on and can connect that question to the right knowledge base article.

What changed for users

• Help is available from the TIPP pages where people actually work.
• The help panel opens with page-specific context instead of generic instructions.
• Every supported TIPP page now has a matching knowledge base article behind it.

That means users can stay in the flow: look at the page, ask the question, get the answer, and continue working.

AI and dataset safety

TIPP 1.2 also improves the AI setup around custom datasets. Dataset SQL is now restricted to safe read-only SELECT statements. That keeps AI-powered data access useful while reducing the risk of someone saving destructive or unintended SQL.

AI Chat also received usability improvements around table display and saving conversations back into Synergy documents, especially when permissions or document setup prevent a save action.

TIPP PRO Transactions

TIPP PRO now includes a new transaction layer for sales orders, purchase orders, lookups, fulfillment, receipts, printing, and stock transfers. These pages are separate from TIPP CORE and are intended for customers using the TIPP PRO operational flow.

What this opens up

• Sales order and purchase order work can happen through guided TIPP pages.
• Users can search customers, items, journals, and purchasers as part of transaction entry.
• Teams can move from insight to action without leaving the TIPP experience.

For TIPP CORE customers, the main story is Knowledge, Lenses, Boards, Page Security, AI, and page help. For TIPP PRO customers, 1.2 also introduces the transaction workflow layer.

Back to all TIPP release notes