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Find & Recode

Self-paced learning
Launch course

2 Advisor credits

Free

Learning objectives

In this course, you'll learn how a key tool for advisers will help you to quickly recode multiple client coding errors.

Course outline

    This video looks at how Find and Recode will allow you to recode accounts, tax rates, tracking and contacts across multiple transaction lines. Changes can be made in bulk so you no longer have to make these updates one-by-one, saving hours.

Topics covered

  • Bills
  • Contacts
  • Invoicing

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