The guide on this topic is coming soon. In the meantime, please contact our support team at [email protected] for assistance.
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All posts by egorbylin
Getting Started with Revenue Recognition: Understand Setup and Reconciliation
Reach out to the Synder team via online support chat, phone, or email with any questions you have – we’re always happy to help you!…
How to Manually Sync Transactions from Synder to my Books
Our general recommendation is to have auto-sync on, but there may be cases where you might need to sync the transactions imported to Synder manually. For example, if you import historical data and want to sync only a portion of …
Transaction Management. Per Transaction Sync Statuses and What They Mean
This guide lists the different transaction statuses for per transaction mode of sync with a description for each. The transactions synced by Synder are listed in the Platform transactions tab. For most of these statuses, there’s a clickable Explain link …
How to Disable the Revenue Recognition Module in Synder
In order to disable the revenue recognition module in Synder, you need to create a new organization.
How to create an organization?
Click the dropdown on the top left of your screen -select Connect client/Add organization (depending on your …
Synder RevRec: Revenue Recognition use cases explained
In this guide, you will find basic use cases for SAAS revenue recognition. If you have more specific use cases you want to learn about, reach out to our support team.
All the examples given below will demonstrate using the …
Synder Settings explained: Cancel synchronization if item not found
What does this setting mean and when you should enable it?
Synder is able to create new items with specified types and accounts in your books if they are not there yet – or find and use those items that …
Synder RevRec: Stripe chargebacks processing
A refund is a return of money initiated by the merchant (business). However, the customer can also initiate a money return. This is called a dispute. Here is the current flow for a dispute in Stripe (it can vary …
How to work with Firms Workspace in Synder
Reach out to the Synder team via online support chat, phone, or email with any questions you have – we’re always happy to help you!
…How to connect Sage Intacct to Synder: a complete guide
Sage Intacct is an enterprise-grade accounting platform, so don’t expect a ‘one-click’ setup like in some consumer-grade accounting platforms. Nevertheless, configuring it to use Synder is also quite straightforward. Just follow the steps outlined in the guide below, and you …