Sync mode note: Smart Rules run in Per-Transaction sync only. They are not available in Summary Sync (Daily Summary) on any platform. If your organization syncs in Summary mode, use Mapping / Grouping instead — it is the Summary-mode
… Category: Smart Rules
How to Automatically Assign Xero Tracking Categories Using Smart Rules
Overview:
- What tracking categories are in Xero
- Before you start
- Step 1: create the tracking category in Xero
- Step 2: build the rule in Synder
- Tag every line or just one line
- Good to know
Sync mode note: Smart Rules
… Smart Rules for Xero: Entities, Actions and Limitations
Overview:
- Before you start: load your Xero data
- What you can build rules around
- The three action types
- What you can update, entity by entity
- Tracking categories instead of classes and locations
- Examples
Smart Rules work in Xero the same
… Accessing Xero Entities in Smart Rules Dropdowns
When using Smart Rules with Xero, the dropdown menus in your rule conditions and actions are populated directly from your Xero account. These lists need to be refreshed before they will appear — they do not load automatically.
This guide …
How to Categorize Disputes/Chargebacks With Smart Rules
A refund is a return of money initiated by the merchant (business). However, customers can also initiate a money return. In this case, it is called a dispute, or a chargeback. Chargebacks always have a negative part (…
How to Fix the Smart Rules Error: Enter a Service Date for the Revenue Recognition Line Item
Sometimes your Smart Rules might fail with the Enter a service date for the revenue recognition line item error.
Reasons for the error
QuickBooks has a feature called Revenue Recognition. It is available only on QuickBooks Advanced plan, and only …
How to Use Rules to Change Description
Cases it may cover: sometimes there is no specific description field on your payment platform’s side leaving the Description field empty in QuickBooks Online, which can lead to the lack of details when sending sales receipts, invoices, etc. to your …
Smart Rules: Update Products in Sales Receipts Based on Metadata
Sync mode note: Smart Rules run in Per-Transaction sync only. They are not available in Summary Sync (Daily Summary) on any platform. If your organization syncs in Summary mode, use Mapping / Grouping instead — it is the Summary-mode
… Smart Rules: Update Products in Sales Receipts Based on Description
Sync mode note: Smart Rules run in Per-Transaction sync only. They are not available in Summary Sync (Daily Summary) on any platform. If your organization syncs in Summary mode, use Mapping / Grouping instead — it is the Summary-mode
… How to Use Rules to Update Service Date
Overview:
Cases it may cover: you might want to use a Service date on specific transactions to track the date a service was performed separately from the invoice …