Overview:
How to assign groups to existing summaries
When customizing your mapping,you might have created new groups, disabled unneeded ones or adjusted the conditions in existing groups. So how do you apply those changes to already existing summaries?
Follow these steps to regroup:
- After making changes to your groups, go to “Summaries” -> “Summaries list page.”
- Select the summary or summaries you want to update.
- Click “Regroup” in the actions list.
Once this process starts, all the transactions within the selected summaries will be assigned to groups according to the current group setup:
- If you disabled a group, it will no longer appear in the summary after regrouping.
- If you created a new group, it will be applied to the regrouped summary (if applicable).
- If you edited the group conditions, the summary lines will update to reflect these changes accordingly.
Example:
A new group was created in the group list.
After regrouping, the new group will be assigned to the summary.
How to see what group is assigned to a certain transaction line
To see what group is assigned to a transaction and confirm if it was updated correctly, use the Register table:
- Go to “Summaries” -> “Register tab.”
- See the “Group” column.
Pro tip: Use Search field to find the transaction by ID or amount and verify the assigned group.
Reach out to the Synder Team via online support chat, phone, or email with any questions you have – we’re always happy to help you!