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
Synder can tag your synced
… Category: Categorization PT
How PayPal Working Capital Loan Repayments Are Processed in Synder
If your business participates in the PayPal Working Capital financing program, Synder handles the loan repayment flow automatically — but only on the PayPal API connection (not the legacy Classic PayPal connection). When PayPal deducts a loan repayment from your …
How eBay Seller Capital Loan Repayments Are Processed in Synder
If your business participates in the eBay Seller Capital financing program, Synder handles the loan repayment flow automatically. When eBay deducts a loan repayment from your payout, Synder syncs it as an expense.
Synder creates the following transaction type …
Managing Products, Inventory, and COGS in Synder — Per Transaction Sync
- How Synder Handles Products
- Product Name Settings
- What Synder Creates When No Match Is Found
- Preventing Synder from Creating New Products
- Product Mapping
- Inventory Items and COGS
This guide covers how Synder handles products and services in Per Transaction Sync
How Shopify Capital Payments Are Processed in Synder (Lending Liability)
If your business uses Shopify Capital, Synder handles the repayment flow automatically. When Shopify deducts a capital repayment from your payout, Synder syncs it as an expense. If Shopify reverses or refunds a repayment, Synder syncs it as …
How Square Capital Payments Are Processed in Synder
If your business takes a Square Capital loan, Synder handles the repayment flow automatically. When Square deducts a capital repayment, Synder syncs it as an expense. If Square reverses a repayment and returns funds to you, Synder syncs it …
Categorize Stripe Capital Financing Paydowns (Lending Liability)
If your business takes a Stripe Capital loan, Synder has you covered. When Stripe deducts a repayment from your payout, Synder syncs it as a multiline expense called Financing Paydown. Each synced transaction includes two line items:
- Advance
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 Classify Expenses Based on Products in Invoices/Sales Receipts Using Synder
Implementing class-based expense tracking in your accounting system can be an effective way to track fees associated with various products at a granular level. This strategy involves not only tagging the sales part of a transaction but also the associated …
How to Enable Xero Tracking Categories in Synder Summary Sync
- Set Up Tracking Categories
- Step 1: Create Tracking Categories in Xero
- Step 2: Enable and Map Categories in Synder
- Example: Invoice in Xero With Tracking Categories
- Example: Profit & Loss Report by Tracking Category
- Important Notes
- FAQ
This guide explains …