How to connect your AI assistant to Synder (MCP)
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Category: Advanced Features
Explore Synders advanced capabilities beyond core syncing, including invoicing, revenue recognition, Smart Reconciliation, reporting, and Excel imports.
Multi-Currency(4)
Invoicing(7)
Revenue Recognition(29)
Other(7)
Smart Rules(27)
How Synder Syncs Stripe Credit Notes
Stripe credit notes are how you reduce what a customer owes on an invoice — a post-sale discount, a partial cancellation, or writing off part of a bill. Synder now imports each Stripe credit note as its own transaction the …
Revenue Recognition Schedule Start Date: Invoice Date vs Payment Date
Every recognition schedule in Synder RevRec has to start on some date. That first day decides which month your revenue begins releasing from Deferred Revenue into income. The Schedule start date setting is where you choose that date, and Synder …
How to use Waterfall reports in Synder RevRec
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:…
How to Automatically Apply Classes or Locations to Revenue Recognition Journal Entries (Per-Transaction Mode, QuickBooks Online)
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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
Note: Synder automatically sends a monthly email notification on the 5th of each month to let you …
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 …