{"id":27159,"date":"2026-04-16T15:24:48","date_gmt":"2026-04-16T15:24:48","guid":{"rendered":"https:\/\/synder.com\/help\/?p=27159"},"modified":"2026-04-16T15:33:06","modified_gmt":"2026-04-16T15:33:06","slug":"summary-sync-how-synder-handles-your-fees","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/summary-sync-how-synder-handles-your-fees\/","title":{"rendered":"Summary Sync: How Synder Handles Your Fees"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\"><li class=\"toc-level-1\"><a href=\"#overview-4611f41d-268d-4b65-baef-6e8cf5e91dea\">Overview<\/a><\/li><li class=\"toc-level-1\"><a href=\"#how-fees-are-processed-in-summary-sync-mode-08f7ca95-8521-498a-a40c-ca76576d823d\">How Fees are processed in Summary Sync Mode<\/a><\/li><li class=\"toc-level-1\"><a href=\"#vat-and-taxes-on-fees-ed9a0564-0b44-4a8b-b540-38cec8616bf6\">VAT and Taxes on Fees<\/a><\/li><li class=\"toc-level-1\"><a href=\"#segment-fees-using-mapping-groups-a78d7f29-a3f2-4978-ba05-ddf861c35c84\">Segment Fees Using Mapping Groups<\/a><\/li><li class=\"toc-level-1\"><a href=\"#verify-configuration-28a2f16e-6a9b-417a-95d5-827a12198f24\">Verify Configuration<\/a><\/li><li class=\"toc-level-1\"><a href=\"#limitations-and-edge-cases-f447eeae-343d-4049-a572-359d08dbc046\">Limitations and Edge Cases<\/a><\/li><li class=\"toc-level-1\"><a href=\"#troubleshooting-1ff27d12-b233-416d-9d00-72bd2edcfac4\">Troubleshooting<\/a><\/li><li class=\"toc-level-1\"><a href=\"#faq-5cf3bd0c-e235-4bd6-8b78-00e6bf92b729\">FAQ<\/a><\/li><\/ul>\n\n\n\n<p>This guide explains how to split <strong>fees<\/strong> into <strong>separate accounts<\/strong> in <strong>Summary Sync mode<\/strong> using <strong>Mapping Groups<\/strong>. It also describes how fees are recorded by default.<\/p>\n\n\n\n<p>This guide does not cover <strong>general Mapping Groups functionality<\/strong>.<\/p>\n\n\n\n<p>Use this guide if:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You have <strong>Summary Sync mode<\/strong><\/li>\n\n\n\n<li>You want to understand <strong>how fees appear in summaries<\/strong><\/li>\n\n\n\n<li>You need to <strong>separate fees into different accounts<\/strong><\/li>\n<\/ul>\n\n\n\n<p>Do not use this guide if:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You want to <strong>change which transaction lines appear in your summaries<\/strong> \u2192 Refer to <a href=\"https:\/\/synder.com\/help\/summary-sync-understanding-the-mapping-groups\/\">Understanding Mapping Groups<\/a><\/li>\n\n\n\n<li>You do not incur <strong>fees from the e-commerce platforms or from payment gateways<\/strong><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"overview-4611f41d-268d-4b65-baef-6e8cf5e91dea\"><strong>Overview<\/strong><\/h2>\n\n\n\n<p>The goal of the guide is for you to understand how <strong>Fees<\/strong> function in <strong>Summary Sync Mode<\/strong> and use it to choose the approach that best fits your needs.<\/p>\n\n\n\n<p><strong>Keep the default setup<\/strong> &#8211; If you don&#8217;t need a detailed fee breakdown. Fees are recorded under the default Fees group.<\/p>\n\n\n\n<p><strong>Segment individual fee categories into separate accounts<\/strong> &#8211; If you need a detailed breakdown by fee type, follow the steps in this guide to configure Mapping Groups and map each fee type to a dedicated account.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"how-fees-are-processed-in-summary-sync-mode-08f7ca95-8521-498a-a40c-ca76576d823d\"><strong>How Fees are processed in Summary Sync Mode<\/strong><\/h2>\n\n\n\n<p>When a summary is synced, fees are grouped under the default <strong>Fees<\/strong> group within the <strong>Commissions and Fees<\/strong> account subtype. These fees are mapped to a selected account.<\/p>\n\n\n\n<p>Multiple fee groups may be automatically created to include <strong>application fees<\/strong>, <strong>processing fees<\/strong>, and <strong>other charges<\/strong> reported by the payment platform.<\/p>\n\n\n\n<p>To segment fees, create <strong>Mapping Groups<\/strong> with conditions that match <strong>specific fee types<\/strong> and map them to the appropriate accounts.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44-1024x467.png\" alt=\"\" class=\"wp-image-27160\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44-1024x467.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44-300x137.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44-768x350.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44-1536x700.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44-1080x492.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44-150x68.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44.png 1921w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"vat-and-taxes-on-fees-ed9a0564-0b44-4a8b-b540-38cec8616bf6\"><strong>VAT and Taxes on Fees<\/strong><\/h2>\n\n\n\n<p>Synder does not automatically calculate or apply <strong>taxes on fees<\/strong> in <strong>Summary Sync mode<\/strong>. However, you have two options to account for taxes on your fees:<\/p>\n\n\n\n<p>\u2022 <strong>Record taxes on fees manually:<\/strong> Calculate the applicable tax percentage on your total fees for the period and post the amount directly to your Taxes Payable account in your accounting software. <strong>For example, <\/strong>if your fees for the period total $500 and your VAT rate is 20%, you would record $100 as a manual journal entry to Taxes Payable.<\/p>\n\n\n\n<p>\u2022 <strong>Switch to Per Transaction Sync mode:<\/strong> If you need Synder to handle taxes on fees automatically, consider using Per Transaction mode, which supports tax calculations on fees at the individual transaction level. To learn more, see <a href=\"https:\/\/synder.com\/help\/deposit-transactions-automatically-with-synder\/\">How Per Transaction Sync Works&nbsp;<\/a><\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"segment-fees-using-mapping-groups-a78d7f29-a3f2-4978-ba05-ddf861c35c84\"><strong>Segment Fees Using Mapping Groups<\/strong><\/h2>\n\n\n\n<p>By default, all fees are recorded using the default <strong>Fee groups<\/strong> that Synder creates during synchronization. To create a <strong>detailed breakdown<\/strong>, configure <strong>Mapping Groups<\/strong> and use conditions in order to split the fees into multiple groups.<\/p>\n\n\n\n<p><strong>Important: Changes apply only to new summaries. Existing summaries must be rebuilt.<\/strong><strong><br><\/strong> Refer to:<strong><br><\/strong><a href=\"https:\/\/synder.com\/help\/how-to-rebuild-summaries\/\"> <em>How to Rebuild Summaries<\/em><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-1-open-groups-76e1d8f6-bd86-4338-99b3-8ac496817017\"><strong>Step 1: Open Groups<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Mapping \u2192 Groups<\/strong>.<\/li>\n\n\n\n<li>Click <strong>Add group<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-45-1024x467.png\" alt=\"\" class=\"wp-image-27162\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-45-1024x467.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-45-300x137.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-45-768x350.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-45-1536x700.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-45-1080x492.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-45-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-45-150x68.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-45.png 1921w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-2-define-group-conditions-25411993-1a9d-4cf4-8603-ebf12dd74e5a\"><strong>Step 2: Define Group Conditions<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Enter a descriptive group name (for example, &#8220;Stripe Volume Fees&#8221;).<\/li>\n\n\n\n<li>Select the appropriate <strong>Account type<\/strong> and <strong>Account subtype<\/strong>.<\/li>\n\n\n\n<li>Configure conditions (example):\n<ul class=\"wp-block-list\">\n<li><strong>Description<\/strong> \u2192 <strong>contains<\/strong> \u2192 &#8220;volume fee.&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p><strong>Add additional conditions<\/strong> if required.<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Click <strong>Preview<\/strong> to verify matched transactions.<\/li>\n\n\n\n<li>Click <strong>Create group<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-46-1024x467.png\" alt=\"\" class=\"wp-image-27163\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-46-1024x467.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-46-300x137.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-46-768x350.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-46-1536x700.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-46-1080x492.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-46-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-46-150x68.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-46.png 1921w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"step-3-map-the-group-39928304-f84d-415f-b9a9-878163e590b9\"><strong>Step 3: Map the Group<\/strong><\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Go to <strong>Mapping \u2192 Mappings list<\/strong>.<\/li>\n\n\n\n<li>Locate the new group.<\/li>\n\n\n\n<li>Assign the target account.<\/li>\n\n\n\n<li>Click <strong>Save<\/strong>.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-47-1024x467.png\" alt=\"\" class=\"wp-image-27164\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-47-1024x467.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-47-300x137.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-47-768x350.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-47-1536x700.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-47-1080x492.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-47-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-47-150x68.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-47.png 1921w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"verify-configuration-28a2f16e-6a9b-417a-95d5-827a12198f24\"><strong>Verify Configuration<\/strong><\/h2>\n\n\n\n<p>After <strong>rebuilding and syncing a summary<\/strong>:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the summary.<\/li>\n\n\n\n<li>Go to <strong>Summary Page \u2192 Aggregated View<\/strong>.<\/li>\n\n\n\n<li>Verify the amount for the mapped fee account.<\/li>\n<\/ol>\n\n\n\n<p>Optional:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the journal entry by clicking <strong>See in books<\/strong>.<\/li>\n\n\n\n<li>Confirm the total fee amount is mapped to the selected account.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"467\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-43-1024x467.png\" alt=\"\" class=\"wp-image-27161\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-43-1024x467.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-43-300x137.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-43-768x350.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-43-1536x701.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-43-1080x493.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-43-60x27.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-43-150x68.png 150w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-43.png 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If multiple Mapping Groups are configured, each fee group appears as a separate line in the Journal Entry.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"limitations-and-edge-cases-f447eeae-343d-4049-a572-359d08dbc046\"><strong>Limitations and Edge Cases<\/strong><\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Taxes are not applied to fees in Summary Sync mode.<\/li>\n\n\n\n<li>Manual fee groups apply only to new summaries. Existing summaries must be rebuilt.<\/li>\n\n\n\n<li>Each Mapping Group is assigned to one account based on priority order.<\/li>\n\n\n\n<li>If a fee matches multiple groups, it is assigned to the highest-priority group.<\/li>\n\n\n\n<li>Default groups cannot be edited or deleted.<\/li>\n\n\n\n<li>Manual groups override default groups when conditions are met.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"troubleshooting-1ff27d12-b233-416d-9d00-72bd2edcfac4\"><strong>Troubleshooting<\/strong><\/h2>\n\n\n\n<p><strong>What to do if fees are not assigned to the new group<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Validate group conditions using <strong>Preview<\/strong><\/li>\n\n\n\n<li>Ensure the group is positioned above other groups<\/li>\n\n\n\n<li>Rebuild the summary<\/li>\n<\/ul>\n\n\n\n<p><strong>What to do if fees do not appear on already synced Journal Entries<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Rebuild the summary<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"faq-5cf3bd0c-e235-4bd6-8b78-00e6bf92b729\"><strong>FAQ<\/strong><\/h2>\n\n\n\n<p><strong>Will all fees stop going to the default Fees group after creating a custom group?<\/strong><strong><br><\/strong> No. Only fees that match the custom group conditions are reassigned. All other fees remain in the default <strong>Fees<\/strong> group.<\/p>\n\n\n\n<p><strong>Do I need to create manual groups to start syncing fees?<\/strong><strong><br><\/strong> No. Fees are recorded automatically under the default <strong>Fees<\/strong> group. Manual groups are optional.<\/p>\n\n\n\n<p><strong>How to account for VAT or GST\/HST on fees?<\/strong><strong><br><\/strong> Synder does not calculate these taxes in Summary Sync mode. Apply taxes manually using the Tax Codes feature or within the accounting platform.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder Team<\/em><\/a><strong> <\/strong>via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Overview How Fees are processed in Summary Sync Mode VAT and Taxes on Fees Segment Fees Using Mapping Groups Verify Configuration Limitations and Edge Cases Troubleshooting FAQ This guide explains how to split fees into separate accounts in Summary Sync mode using Mapping Groups. It also describes how fees are recorded by default. This guide [&hellip;]<\/p>\n","protected":false},"author":2316,"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":[466,376],"tags":[],"ppma_author":[349],"class_list":["post-27159","post","type-post","status-publish","format-standard","hentry","category-summary-fees","category-transaction-recording-summary"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Summary Sync: How Synder Handles Your Fees - Synder<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/summary-sync-how-synder-handles-your-fees\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Summary Sync: How Synder Handles Your Fees - Synder\" \/>\n<meta property=\"og:description\" content=\"Overview How Fees are processed in Summary Sync Mode VAT and Taxes on Fees Segment Fees Using Mapping Groups Verify Configuration Limitations and Edge Cases Troubleshooting FAQ This guide explains how to split fees into separate accounts in Summary Sync mode using Mapping Groups. It also describes how fees are recorded by default. This guide [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/summary-sync-how-synder-handles-your-fees\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2026-04-16T15:24:48+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-16T15:33:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/04\/image-44-1024x467.png\" \/>\n<meta name=\"author\" content=\"vili.varazi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"vili.varazi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Summary Sync: How Synder Handles Your Fees - Synder","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synder.com\/help\/summary-sync-how-synder-handles-your-fees\/","og_locale":"en_US","og_type":"article","og_title":"Summary Sync: How Synder Handles Your Fees - Synder","og_description":"Overview How Fees are processed in Summary Sync Mode VAT and Taxes on Fees Segment Fees Using Mapping Groups Verify Configuration Limitations and Edge Cases Troubleshooting FAQ This guide explains how to split fees into separate accounts in Summary Sync mode using Mapping Groups. It also describes how fees are recorded by default. 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