New Feature Release

Find and Recode in Xero – recode multiple coding errors in minutes. Located under the Advisor tab. Great new feature Xero!

Conditional search criteria includes:

  • Status
  • Acccount
  • Date
  • Transaction Total
  • Tax Rate
  • Entered By
  • Contact
  • Region

Step: 1 – Enter search criteria to display your list of transactions

Step: 2Highlight the transactions you wish to recode

Step: 3 – Click Recode

Step: 4 – Choose either:

  • Source Transactions
  • Recode with Manual Journal

Step: 5 – Recode either:

  • Account
  • Tax Rate
  • Tracking Category

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Find and Recode in Xero
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