{"id":32582,"date":"2026-10-05T17:37:39","date_gmt":"2026-10-05T17:37:39","guid":{"rendered":"https:\/\/synder.com\/help\/?p=32582"},"modified":"2026-10-08T12:42:10","modified_gmt":"2026-10-08T12:42:10","slug":"navigating-synder-per-transaction-sync","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/navigating-synder-per-transaction-sync\/","title":{"rendered":"Navigating Synder: A Guide for Per Transaction Sync Users"},"content":{"rendered":"\n<ul class=\"wp-block-advgb-summary advgb-toc alignnone\">\n<li class=\"toc-level-1\"><a href=\"#dashboard\">Dashboard<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#transactions\">Transactions<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#smart-rules\">Smart rules<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#invoicing\">Invoicing<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#analytics\">Analytics<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#settings\">Settings<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This guide walks you through the <a href=\"https:\/\/synder.com\/\" target=\"_blank\" rel=\"noopener\">Synder<\/a> interface in <strong>Per Transaction Sync<\/strong> mode \u2014 what each section of the left-hand menu is for, and the key buttons you will use on each page. Think of it as a map rather than a manual: for step-by-step instructions on each task, we link out to its dedicated guide. If you use Summary Sync instead, the layout differs slightly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"dashboard\"><strong>Dashboard<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your starting point. The <strong>Dashboard<\/strong> gives you an at-a-glance view of your sync health \u2014 an <strong>Overview<\/strong> tab with your integrations and a live transactions feed (latest synced, sync issues, and not-synced counts), plus a <strong>Synchronization Issues<\/strong> tab for anything that needs attention. Use it to spot problems before digging into individual transactions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"727\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-dashboard-overview.jpg\" alt=\"Synder Per Transaction Dashboard Overview tab with integrations and transactions feed\" class=\"wp-image-32589\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-dashboard-overview.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-dashboard-overview-300x182.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-dashboard-overview-1024x620.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-dashboard-overview-768x465.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-dashboard-overview-1080x654.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-dashboard-overview-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-dashboard-overview-150x91.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Full walkthrough: <a href=\"https:\/\/synder.com\/help\/synder-dashboard-guide\/\">Synder Dashboard Guide<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"transactions\"><strong>Transactions<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The core of Per Transaction mode. This section contains three pages: <strong>Transactions list<\/strong>, <strong>Import activity log<\/strong>, and <strong>Transaction reconciliation<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"transactions-list\">Transactions list<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This is the <strong>Transaction List<\/strong> \u2014 every transaction Synder imported from your connected sales and payment platforms, shown with its current sync status. It is the page you will work from most. Here is what you can do:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"722\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-transactions-list-numbered.png\" alt=\"Synder Transactions list page with numbered callouts for Actions, Select all transactions, Search, Import historical data, Advanced search, filters, Sync status, and the row menu\" class=\"wp-image-32660\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-transactions-list-numbered.png 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-transactions-list-numbered-300x181.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-transactions-list-numbered-1024x616.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-transactions-list-numbered-768x462.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-transactions-list-numbered-1080x650.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-transactions-list-numbered-60x36.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-transactions-list-numbered-150x90.png 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>1. Actions<\/strong> \u2014 run bulk operations on the transactions you select: <strong>Sync<\/strong>, <strong>Rollback<\/strong>, <strong>Cancel<\/strong>, or <strong>Archive<\/strong>.<\/li>\n\n\n\n<li><strong>2. Select all transactions<\/strong> \u2014 apply an action across the whole filtered list, not just the current page.<\/li>\n\n\n\n<li><strong>3. Search<\/strong> \u2014 find a specific transaction by ID or customer.<\/li>\n\n\n\n<li><strong>4. Import historical data<\/strong> \u2014 bring in past transactions from your connected integrations.<\/li>\n\n\n\n<li><strong>5. Advanced search<\/strong> \u2014 open extra search criteria beyond the basic filters.<\/li>\n\n\n\n<li><strong>6. Filters<\/strong> \u2014 narrow the table by transaction type, amount, integration, date, and status. <strong>Reset all filters<\/strong> clears them.<\/li>\n\n\n\n<li><strong>7. Sync status<\/strong> \u2014 shows where each transaction stands (for example, <em>Ready to Sync<\/em> or <em>Synced<\/em>). On synced rows, <strong>Explain<\/strong> shows how the transaction was recorded in your books.<\/li>\n\n\n\n<li><strong>8. Row menu (&hellip;)<\/strong> \u2014 act on a single transaction from the three-dot menu at the end of its row.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"import-activity-log\">Import activity log<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A record of every import request, so you can see which periods are already covered and whether an import ran automatically or was triggered manually. Synder imports on a schedule \u2014 frequently throughout the day, plus periodic catch-up imports. The <strong>Import historical data<\/strong> button here lets you pull in past data on demand.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"725\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-import-activity-log.jpg\" alt=\"Synder Import activity log page listing import requests, source, type and status\" class=\"wp-image-32586\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-import-activity-log.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-import-activity-log-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-import-activity-log-1024x619.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-import-activity-log-768x464.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-import-activity-log-1080x653.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-import-activity-log-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-import-activity-log-150x91.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Details: <a href=\"https:\/\/synder.com\/help\/import-activity-log-types-of-import-requests-for-connected-integrations\/\">Import Activity Log: Types of Import Requests<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"transaction-reconciliation\">Transaction reconciliation<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Compares your data against your accounting system to spot discrepancies and keep your books accurate. The <strong>Run reconciliation<\/strong> button starts a check, and the list shows each period with its reconciliation status.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"612\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-transaction-reconciliation.jpg\" alt=\"Synder Transaction reconciliation page with the Run reconciliation button and reconciled periods list\" class=\"wp-image-32585\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-transaction-reconciliation.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-transaction-reconciliation-300x153.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-transaction-reconciliation-1024x522.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-transaction-reconciliation-768x392.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-transaction-reconciliation-1080x551.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-transaction-reconciliation-60x31.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-transaction-reconciliation-150x77.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Learn more: <a href=\"https:\/\/synder.com\/help\/transaction-reconciliation-how-to-compare-your-payment-platform-data-with-your-accounting-records\/\">Transaction Reconciliation for Per Transaction Sync<\/a>, <a href=\"https:\/\/synder.com\/help\/how-to-use-manual-matching-in-transaction-reconciliation\/\">How to Use Manual Matching<\/a>, and <a href=\"https:\/\/synder.com\/help\/balance-reconciliation-in-transaction-reconciliation\/\">Balance Reconciliation<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"smart-rules\"><strong>Smart rules<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Automate how transactions are categorized and processed. <strong>Rules<\/strong> is where you build and manage your rules (use <strong>Create rule<\/strong> to add one); <strong>Executions<\/strong> shows which rules fired on which transactions; <strong>Recipes<\/strong> offers ready-made rule templates you can apply.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"553\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-smart-rules-my-rules.jpg\" alt=\"Synder Smart rules My Rules page with the Create rule button and the rules list\" class=\"wp-image-32584\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-smart-rules-my-rules.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-smart-rules-my-rules-300x138.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-smart-rules-my-rules-1024x472.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-smart-rules-my-rules-768x354.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-smart-rules-my-rules-1080x498.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-smart-rules-my-rules-60x28.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-smart-rules-my-rules-150x69.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Learn more: <a href=\"https:\/\/synder.com\/help\/smart-rules-for-xero-entities-actions-and-limitations\/\">Smart Rules for Xero: Entities, Actions and Limitations<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"invoicing\"><strong>Invoicing<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Create and send invoices directly from Synder, powered by Stripe and Square. <strong>Invoices<\/strong> lists your invoices and holds the <strong>New Invoice<\/strong> button; <strong>Payment links<\/strong> lets you generate shareable payment links for your customers.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1861\" height=\"682\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/06\/Create-invoices-1.png\" alt=\"Synder Invoicing Invoices page with the New Invoice button and a list of invoices\" class=\"wp-image-22114\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/06\/Create-invoices-1.png 1861w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/06\/Create-invoices-1-300x110.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/06\/Create-invoices-1-1024x375.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/06\/Create-invoices-1-768x281.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/06\/Create-invoices-1-1536x563.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/06\/Create-invoices-1-60x22.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2024\/06\/Create-invoices-1-150x55.png 150w\" sizes=\"auto, (max-width: 1861px) 100vw, 1861px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Learn more: <a href=\"https:\/\/synder.com\/help\/create-invoices-with-the-synder\/\">How to Create Invoices with Synder<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"analytics\"><strong>Analytics<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Your reporting hub \u2014 financial reports built from your synced data. <strong>Overview<\/strong> summarizes key metrics with charts, <strong>Templates<\/strong> is the report catalog, <strong>My reports<\/strong> holds the ones you have saved, and statements such as <strong>Profit and loss<\/strong> let you review the numbers without leaving Synder.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"724\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-analytics-overview.jpg\" alt=\"Synder Per Transaction Analytics Overview page with sales by channel, gateway fees, and top products and customers\" class=\"wp-image-32606\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-analytics-overview.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-analytics-overview-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-analytics-overview-1024x618.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-analytics-overview-768x463.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-analytics-overview-1080x652.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-analytics-overview-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-analytics-overview-150x91.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Full walkthrough: <a href=\"https:\/\/synder.com\/help\/financials-tab-in-synder-overview-of-your-reports-templates-profit-and-loss-and-balance-sheet\/\">Analytics Tab in Synder: Overview, Reports, Profit and Loss, and Balance Sheet<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"settings\"><strong>Settings<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Opens the general <strong>Settings<\/strong> page, where you configure how Synder behaves before and during sync \u2014 integrations, accounts, taxes, and sync preferences. It is worth reviewing these before your first sync.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"724\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-general-settings.jpg\" alt=\"Synder general Settings page in Per Transaction mode with integration selection and sync settings\" class=\"wp-image-32588\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-general-settings.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-general-settings-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-general-settings-1024x618.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-general-settings-768x463.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-general-settings-1080x652.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-general-settings-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-pt-general-settings-150x91.jpg 150w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Learn more: <a href=\"https:\/\/synder.com\/help\/category\/get-started\/configure-core-settings\/\">Configure Core Settings<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder team<\/em><\/a> via online support chat, phone, or email with any questions you have &#8211; we&#8217;re always happy to help you!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dashboard Transactions Smart rules Invoicing Analytics Settings This guide walks you through the Synder interface in Per Transaction Sync mode \u2014 what each section of the left-hand menu is for, and the key buttons you will use on each page. Think of it as a map rather than a manual: for step-by-step instructions on each [&hellip;]<\/p>\n","protected":false},"author":2320,"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":"","_ppma_block_editor_authors":""},"categories":[2,370],"tags":[],"ppma_author":[471],"class_list":["post-32582","post","type-post","status-publish","format-standard","hentry","category-get-started","category-overview-pt"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Navigating Synder: A Guide for Per Transaction Sync Users - Synder<\/title>\n<meta name=\"description\" content=\"Learn how to navigate Synder in Per Transaction Sync mode: what each page does, 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