With this guide, you’ll discover how to validate numbers in preview, explain variances in seconds, and align posting with your closing schedule. You’ll also learn what the Aggregated view is, how Clickable drill-downs work, and how to enable Monthly summaries correctly.
What is the Aggregated view tab?
The Aggregated view is a roll-up of your Summary preview that groups line items and shows summed Debits, Credits, and a Grand Total so you can sanity-check totals without scanning every row.
How to access it
Open a Summary preview → go to the Aggregated view tab → choose Account or Description → (optional) Export.
Types (and when to use each)
The aggregated view tab lets you group your journal lines by account and by description.
Aggregate by Account → GL tie-out across all mapped accounts (balance sheet + P&L). See how much the balance of each mapped account from your books will change after the synchronization. Use for controller sign-off and payout/cash checks.
Aggregate by Description → Operational explanation of movement (e.g., invoices, refunds, fees, recognition events). Ideal for variance/flux reviews.
Why you need it
It’s necessary because:
- It collapses hundreds of rows into a handful of totals.
- It surfaces mis-mappings and odd spikes instantly.
- You can preview how much the balance of each mapped account from your books will change
- One-click Export gives you a clean artifact for reviews/audit notes.
- It works great with Clearing totals (Debits−Credits) to validate against processor reports before posting.
When to use the account vs the description selector
3-step review checklist:
- Account view → Confirm totals across all mapped accounts (and the Grand Total) align with provider/payout reports. Note any variances.
- Description view → Identify the drivers of those variances; watch for odd signs or spikes.
- Drill & resolve → Open Summary lines, adjust mappings/settings, refresh preview, then sync. Export the Aggregated view for workpapers/sign-off.
What are clickable drilldowns?
In the Summary preview → Summary lines tab, any row is clickable and shows a drilldown of each composed amount.
Click any blue amount to open Summary line details — a drill-down list of the exact transactions behind that line (date, contact/processor transaction ID, type like Payment/Refund/Fee/Adjustment, and amount in source currency). You can also download this detail as a report.
How to access it
- Open a Summary preview and go to Summary lines.
- Click the blue debit or credit amount to open Summary line details.
- Review the listed transactions (and download the report if you need to share or archive).
Why you need it
- Proving the number: tie any total to the individual payments/refunds that compose it.
- Mapping QA: confirm payments/fees/refunds/adjustments, etc., are flowing to the right accounts by inspecting the contributing transactions.
- Disputes & support: grab processor IDs in one click for Stripe/Shopify/PayPal checks.
- Timezone/payout boundary checks: see which “edge” transactions fell into this summary window.
For more information about the Summary sync mode or other Synder features, visit our Help Center or reach out to Synder Team via online support chat or email.
