{"id":32600,"date":"2026-10-05T17:39:05","date_gmt":"2026-10-05T17:39:05","guid":{"rendered":"https:\/\/synder.com\/help\/?p=32600"},"modified":"2026-10-05T17:39:05","modified_gmt":"2026-10-05T17:39:05","slug":"navigating-synder-summary-sync","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/navigating-synder-summary-sync\/","title":{"rendered":"Navigating Synder: A Guide for Summary 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=\"#mapping\">Mapping<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#summaries\">Summaries<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#reconciliation\">Reconciliation<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#products-and-services\">Products and services<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#analytics\">Analytics<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#revenue-recognition\">Revenue recognition<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#settings\">Settings<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#ai-hub\">AI Hub<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#custom-development\">Custom development<\/a><\/li>\n<li class=\"toc-level-1\"><a href=\"#what-s-new\">What\u2019s New<\/a><\/li>\n<\/ul>\n\n\n\n<p>This guide walks you through the <a href=\"https:\/\/synder.com\/\" target=\"_blank\" rel=\"noopener\">Synder<\/a> interface in <strong>Summary 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 Per Transaction 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>Your starting point. The <strong>Dashboard<\/strong> gives you an at-a-glance view of where your data stands \u2014 a <strong>Data readiness<\/strong> column (transactions imported, summary completeness, mappings, and connected integrations) and a <strong>Posting to books<\/strong> column (summaries synced, synchronization status, and your accounting connection). Use it to confirm everything is ready before you 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-summary-dashboard.jpg\" alt=\"Synder Summary Sync Dashboard showing data readiness and posting to books\" class=\"wp-image-32591\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-dashboard.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-dashboard-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-dashboard-1024x618.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-dashboard-768x463.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-dashboard-1080x652.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-dashboard-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-dashboard-150x91.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p>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=\"mapping\"><strong>Mapping<\/strong><\/h2>\n\n\n\n<p>Controls how your transactions are translated into accounting entries. It has two pages: <strong>Mappings list<\/strong> and <strong>Groups<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"mappings-list\">Mappings list<\/h3>\n\n\n\n<p>Create mappings between your transactions and your Chart of Accounts \u2014 this is where each group of transaction lines is pointed at the right account, class, region, or tax code. Key controls include the <strong>Account<\/strong> dropdowns per row, the filters (Groups, Payment gateway, Account, Mapping status), the <strong>Currency<\/strong> selector, the <strong>Enable tracking categories<\/strong> toggle, and <strong>Export CSV<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1921\" height=\"912\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-mappings-list.png\" alt=\"Synder Summary Sync Mappings list page\" class=\"wp-image-32592\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-mappings-list.png 1921w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-mappings-list-300x142.png 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-mappings-list-1024x486.png 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-mappings-list-768x365.png 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-mappings-list-1536x729.png 1536w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-mappings-list-1080x513.png 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-mappings-list-60x28.png 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-mappings-list-150x71.png 150w\" sizes=\"(max-width: 1921px) 100vw, 1921px\" \/><\/figure>\n\n\n\n<p>Learn more: <a href=\"https:\/\/synder.com\/help\/multi-channel-selling-with-summary-sync-clearing-classification-taxes-multicurrency-and-reconciliation\/\">Multi-Channel Selling with Summary Sync<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"groups\">Groups<\/h3>\n\n\n\n<p>Bundle transactions into meaningful groups based on your own rules. The page lists both <strong>default<\/strong> groups and any <strong>custom<\/strong> groups you create, each with its account type and subtype. Use <strong>Add group<\/strong> to create a new one, and the filters to find an existing group.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"726\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-groups.jpg\" alt=\"Synder Summary Sync Groups page with Add group button and default and custom groups\" class=\"wp-image-32593\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-groups.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-groups-300x182.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-groups-1024x620.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-groups-768x465.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-groups-1080x653.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-groups-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-groups-150x91.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p>Learn more: <a href=\"https:\/\/synder.com\/help\/multi-channel-selling-with-summary-sync-clearing-classification-taxes-multicurrency-and-reconciliation\/\">Multi-Channel Selling with Summary Sync<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"summaries\"><strong>Summaries<\/strong><\/h2>\n\n\n\n<p>The heart of Summary Sync. This section contains <strong>Summaries list<\/strong>, <strong>Register<\/strong>, <strong>Transactions list<\/strong>, and <strong>Import activity log<\/strong>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"summaries-list\">Summaries list<\/h3>\n\n\n\n<p>View your summarized entries and their sync status to your books. Each row is one period with its completeness and sync status; status tabs let you filter (for example, <em>Ready to sync<\/em> or <em>Synced to your books<\/em>). Use <strong>Generate summary<\/strong> to create a summary manually, and <strong>Import historical data<\/strong> to bring in past data.<\/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-summary-summaries-list.jpg\" alt=\"Synder Summaries list page with Generate summary and Import historical data buttons\" class=\"wp-image-32594\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-summaries-list.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-summaries-list-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-summaries-list-1024x619.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-summaries-list-768x464.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-summaries-list-1080x653.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-summaries-list-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-summaries-list-150x91.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p>Learn more: <a href=\"https:\/\/synder.com\/help\/how-to-manually-generate-a-summary-in-summary-sync\/\">How to Manually Generate a Summary in Summary Sync<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"register\">Register<\/h3>\n\n\n\n<p>View and find your transactions broken down into individual <strong>journal lines<\/strong> \u2014 the account-level detail behind your summaries. Rich filters (date, account, payment method, integration, reconciled status, currency) help you locate a specific line, and <strong>Download report<\/strong> exports what you see.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"723\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-register.jpg\" alt=\"Synder Register page showing transactions broken down into journal lines\" class=\"wp-image-32595\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-register.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-register-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-register-1024x617.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-register-768x463.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-register-1080x651.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-register-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-register-150x90.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"transactions-list\">Transactions list<\/h3>\n\n\n\n<p>The list of transactions imported from your connected integrations, shown with their sync status \u2014 the same raw-transaction view available in Per Transaction mode. From here you can <strong>Search<\/strong>, filter, use <strong>Actions<\/strong> for bulk operations, <strong>Import historical data<\/strong>, and <strong>Run reconciliation<\/strong>.<\/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-summary-transactions-list.jpg\" alt=\"Synder Summary Sync Transactions list showing imported transactions and sync status\" class=\"wp-image-32596\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-transactions-list.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-transactions-list-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-transactions-list-1024x619.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-transactions-list-768x464.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-transactions-list-1080x653.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-transactions-list-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-transactions-list-150x91.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"import-activity-log\">Import activity log<\/h3>\n\n\n\n<p>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.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"726\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-import-activity-log.jpg\" alt=\"Synder Summary Sync Import activity log page listing imports and their status\" class=\"wp-image-32601\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-import-activity-log.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-import-activity-log-300x182.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-import-activity-log-1024x620.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-import-activity-log-768x465.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-import-activity-log-1080x653.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-import-activity-log-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-import-activity-log-150x91.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p>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<h2 class=\"wp-block-heading\" id=\"reconciliation\"><strong>Reconciliation<\/strong><\/h2>\n\n\n\n<p>Compares your Synder data against your accounting system to spot discrepancies and keep your books accurate before and after syncing.<\/p>\n\n\n\n<p>Learn more: <a href=\"https:\/\/synder.com\/help\/transaction-reconciliation-for-summary-sync-validate-your-data-before-you-sync\/\">Summary Sync Transaction Reconciliation<\/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=\"products-and-services\"><strong>Products and services<\/strong><\/h2>\n\n\n\n<p>Your product catalog, used to calculate <strong>COGS<\/strong> for summaries based on the cost of each product. The list shows each product\u2019s sales price, cost, and verification status. Use <strong>Add product<\/strong>, <strong>Import<\/strong>, or <strong>Export CSV<\/strong> to manage it.<\/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-summary-products-services.jpg\" alt=\"Synder Products and services page used for COGS in summaries\" class=\"wp-image-32597\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-products-services.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-products-services-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-products-services-1024x618.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-products-services-768x463.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-products-services-1080x652.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-products-services-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-products-services-150x91.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"analytics\"><strong>Analytics<\/strong><\/h2>\n\n\n\n<p>Your reporting hub \u2014 financial reports built from your synced data, including an <strong>Overview<\/strong> with key metrics and statements such as <strong>Profit and loss<\/strong> and <strong>Balance sheet<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"728\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-analytics-overview.jpg\" alt=\"Synder Summary Sync Analytics Overview page with gross sales, gateway fees, and sales by channel\" class=\"wp-image-32602\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-analytics-overview.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-analytics-overview-300x182.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-analytics-overview-1024x621.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-analytics-overview-768x466.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-analytics-overview-1080x655.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-analytics-overview-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-analytics-overview-150x91.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p>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=\"revenue-recognition\"><strong>Revenue recognition<\/strong><\/h2>\n\n\n\n<p>Where Synder RevRec recognizes revenue over time from your subscriptions and invoices \u2014 building recognition schedules and the related reports. It is available as an add-on.<\/p>\n\n\n\n<p>Learn more: <a href=\"https:\/\/synder.com\/help\/getting-started-with-revenue-recognition-understand-setup-and-reconciliation\/\">Synder RevRec: Getting Started<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"settings\"><strong>Settings<\/strong><\/h2>\n\n\n\n<p>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=\"716\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-settings-general.jpg\" alt=\"Synder Summary Sync general Settings page with synchronization frequency, summary period, and sync mode\" class=\"wp-image-32603\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-settings-general.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-settings-general-300x179.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-settings-general-1024x611.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-settings-general-768x458.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-settings-general-1080x644.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-settings-general-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-settings-general-150x90.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<p>Learn more: <a href=\"https:\/\/synder.com\/help\/category\/get-started\/configure-core-settings\/\">Configure Core Settings<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"ai-hub\"><strong>AI Hub<\/strong><\/h2>\n\n\n\n<p>Automate your accounting workflows with AI-powered agents. From here you can <strong>Request an Agent<\/strong> for tasks such as reconciliation or report generation.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"620\" src=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-ai-hub.jpg\" alt=\"Synder AI Hub page to automate accounting workflows with AI agents\" class=\"wp-image-32598\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-ai-hub.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-ai-hub-300x155.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-ai-hub-1024x529.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-ai-hub-768x397.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-ai-hub-1080x558.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-ai-hub-60x31.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-ai-hub-150x78.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"custom-development\"><strong>Custom development<\/strong><\/h2>\n\n\n\n<p>Request a tailored solution when your workflow needs something beyond the standard settings \u2014 for example conditional exclusions, custom naming, or summary customizations. Describe what you need and press <strong>Send request<\/strong>.<\/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-summary-custom-development.jpg\" alt=\"Synder Custom development page to request a tailored data integration solution\" class=\"wp-image-32599\" srcset=\"https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-custom-development.jpg 1200w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-custom-development-300x181.jpg 300w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-custom-development-1024x619.jpg 1024w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-custom-development-768x464.jpg 768w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-custom-development-1080x653.jpg 1080w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-custom-development-60x36.jpg 60w, https:\/\/synder.com\/help\/wp-content\/uploads\/sites\/2\/2026\/10\/synder-summary-custom-development-150x91.jpg 150w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"what-s-new\"><strong>What\u2019s New<\/strong><\/h2>\n\n\n\n<p>Opens the in-app changelog, where Synder posts the latest features and improvements.<\/p>\n\n\n\n<p><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 Mapping Summaries Reconciliation Products and services Analytics Revenue recognition Settings AI Hub Custom development What\u2019s New This guide walks you through the Synder interface in Summary 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 [&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":""},"categories":[2,377],"tags":[],"ppma_author":[471],"class_list":["post-32600","post","type-post","status-publish","format-standard","hentry","category-get-started","category-overview"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Navigating Synder: A Guide for Summary Sync Users - Synder<\/title>\n<meta name=\"description\" content=\"Learn how to navigate Synder in Summary Sync mode: what each page does, from Mapping and Summaries to Products and services, Analytics, and Settings.\" \/>\n<meta name=\"robots\" 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