{"id":17762,"date":"2022-03-16T12:47:57","date_gmt":"2022-03-16T12:47:57","guid":{"rendered":"https:\/\/synder.com\/help\/?p=17762"},"modified":"2026-03-16T18:45:59","modified_gmt":"2026-03-16T18:45:59","slug":"why-has-the-smart-rule-failed","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/why-has-the-smart-rule-failed\/","title":{"rendered":"How to Fix a Failed Rule"},"content":{"rendered":"\n<p><strong>Reasons: <\/strong>Your accounting platform details, like product names, classes, or categories selected as conditions in the rule have been deleted\/made inactive\/changed or some payment platform details are not applied correctly which does not allow the rule to execute.<br><strong>Solution: <\/strong>Check the smart rule execution and find what prevented the smart rule execution.<\/p>\n\n\n\n<p>Navigate to the <em>Platform Transactions<\/em> tab and filter transactions by selecting <strong>Rule failed<\/strong> under the <em>Sync Status<\/em> column. Make sure to click on <strong>Apply filter<\/strong>. Then, click on <strong>Explain <\/strong>under one of the transactions marked with the <strong>Rule failed<\/strong> status and hit <strong>See execution details<\/strong>.<\/p>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block\"><div class=\"advgb-images-slider\" data-slick=\"{&quot;rtl&quot;: false}\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/Rule-failed-1-2.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/Rule-failed-2-1.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/Rule-failed-8.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><\/div><\/div>\n\n\n\n<p>Alternatively, go to your Synder company \u2192 navigate to <em>Smart rules <\/em>on the left-side menu \u2192 select <em>Executions <\/em>\u2192 select <strong>FAILED <\/strong>under the Status column \u2192 click on <em>Show execution<\/em> to check what rule failed and what exactly failed in it and <em>Show object<\/em> to be redirected to the transaction.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"266\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-5-1024x266.png\" alt=\"\" class=\"wp-image-21678\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-5-1024x266.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-5-300x78.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-5-768x199.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-5-1536x399.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-5-60x16.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-5-150x39.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-5.png 1856w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>As you see from the screenshot, the rule failed because Synder was not able to apply an action, i.e. find the category.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"526\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-4-1024x526.png\" alt=\"\" class=\"wp-image-21679\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-4-1024x526.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-4-300x154.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-4-768x395.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-4-60x31.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-4-150x77.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-4.png 1245w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>2. Modify the <em>smart rule, transaction, <\/em>or <em>other necessary details <\/em>to make it work.<br>E.g., as for this case, check whether the category the fee [Expense] should be applied to is active in your accounting company. And if it is not, make it active.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block\"><div class=\"advgb-images-slider\" data-slick=\"{&quot;rtl&quot;: false}\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/1-6.jpg\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/2-6.jpg\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/3-7.jpg\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><\/div><\/div>\n\n\n\n<p>Then go back to the smart rule that failed \u2192 find the transaction(s) that was (were) synced incorrectly \u2192 roll them back and once they have deleted statuses, sync them again to apply to the needed category and check the result.<br>You&#8217;ll see whether the smart rule has executed below.<\/p>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block\"><div class=\"advgb-images-slider\" data-slick=\"{&quot;rtl&quot;: false}\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/Rule-failed-6.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/Rule-failed-7.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/Rule-failed-9.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><\/div><\/div>\n\n\n\n<p>Check the smart rule execution and the synchronization results in your books by clicking Show in QB.<\/p>\n\n\n\n<div class=\"wp-block-advgb-images-slider advgb-images-slider-block\"><div class=\"advgb-images-slider\" data-slick=\"{&quot;rtl&quot;: false}\"><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/Rule-failed-10.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><div class=\"advgb-image-slider-item\"><img decoding=\"async\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2022\/03\/Rule-failed-11.png\" class=\"advgb-image-slider-img\" alt=\"Slider image\" style=\"width:100%;height:auto\"\/><div class=\"advgb-image-slider-item-info\" style=\"justify-content:center;align-items:center\"><\/div><\/div><\/div><\/div>\n\n\n\n<p><strong>Note:<\/strong> You can also check smart rule executions in the <em>Smart Rules<\/em> \u2192 <em>Executions <\/em>tab.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"229\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-12-1024x229.png\" alt=\"\" class=\"wp-image-21691\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-12-1024x229.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-12-300x67.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-12-768x171.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-12-1536x343.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-12-60x13.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-12-150x33.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/05\/Rule-failed-12.png 1890w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Congrats! Now the rule will work smoothly.<\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder team<\/em><\/a>\u00a0via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n\n\n\n<script>\nif (window.convertflow == undefined) {\nvar script = document.createElement('script'); \nscript.async = true;\nscript.src = \"https:\/\/js.convertflow.co\/production\/websites\/11040.js\"; \ndocument.body.appendChild(script); \n};\n<\/script>\n<div class=\"cf-cta-snippet cta74541\" website-id=\"11040\" cta-id=\"74541\"><\/div>\n\n\n\n<p><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Reasons: Your accounting platform details, like product names, classes, or categories selected as conditions in the rule have been deleted\/made inactive\/changed or some payment platform details are not applied correctly which does not allow the rule to execute.Solution: Check the smart rule execution and find what prevented the smart rule execution. Navigate to the Platform [&hellip;]<\/p>\n","protected":false},"author":25,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"categories":[369,264,375],"tags":[],"ppma_author":[339],"class_list":["post-17762","post","type-post","status-publish","format-standard","hentry","category-transaction-recording-per-transaction","category-smart-rules","category-smart-rules-automation-pt"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Fix a Failed Rule - Synder<\/title>\n<meta name=\"description\" content=\"Address and resolve issues with failing smart rules in Synder. 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