This guide shows how to use the Waterfall reports in Synder Revenue Recognition (RevRec) and — most importantly — how the date filter works, since this is the main part that tends to confuse users.
Use these reports if you:…
Category: Advanced Features
Explore Synders advanced capabilities beyond core syncing, including invoicing, revenue recognition, Smart Reconciliation, reporting, and Excel imports.
Multi-Currency(6)
Invoicing(7)
Revenue Recognition(26)
Other(8)
Smart Rules(23)
How to Automatically Apply Classes or Locations to Revenue Recognition Journal Entries (Per-Transaction Mode, QBO)
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Smart Reconciliation Availability and Supported Platforms
Smart Reconciliation connects your payments with the matching orders from your online store. It enriches the synced transaction with full order details. Instead of syncing only a payment amount and date, the transaction includes products, taxes, shipping, discounts, and customer …
Debits & Credits Report (RevRec): What it is, why it matters, and how to use it
Consider this scenario: you just ran a big promo and annual prepay option. Cash looks strong in your storefront and processor, but you don’t know how it will land in the books.
Run Debits & credits by accounting category to …
Migrating to Advanced Amazon functionality
What is Advanced Amazon functionality?
Advanced Amazon import functionality is the approach Synder has taken to guarantee 100% coverage of your financial data from Amazon, including all transactions, fees, and adjustments. This advanced functionality ensures that every detail of your …
Synder Deferred Revenue Reconciliation Report (Per Transaction Mode)
- How to validate your results
- Prerequisites
- Reconciling deferred revenue
- Detailed comparison view
- Validation and maintenance
- Outdated status
- Reconciliation statuses
- Limitations & known constraints
This guide shows how to use the Deferred Revenue Reconciliation Report in Per Transaction mode. With this …
How to verify data from your platforms in Synder
Synder’s Transaction Verification feature helps you ensure that the data imported from your sales platforms perfectly matches the records in Synder. This guide will walk you through the steps to compare your platform data with Synder’s records, identify discrepancies, and …
Synder RevRec: How to Enable Revenue Recognition for the Newly Connected Stripe Account?
Usually, when the Revenue Recognition module is enabled, it works for all Stripe accounts currently connected to the organization.
However, what if you enabled revenue recognition, and later you want to connect another Stripe account? The guide below will help …
Synder RevRec: Import Excel Into Revenue Recognition
Synder Revenue Recognition module integrates directly with Stripe, however, what if your business or your client’s subscription management does not use Stripe?
Businesses may use PayPal or other subscription management tools, or simply enter invoices in QuickBooks manually, but still …
Synder RevRec: Excluding Line Items From Recognition
One common use case where a line item should not be part of the revenue recognition schedule is when the item represents taxes. To ensure your books are GAAP compliant, you should exclude taxes from the deferred revenue flow.
However, …