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Find & Recode

Self-paced learning
Launch course

2 Advisor credits

Free

10 MINUTES

Learning objectives

"

  • Find out how you can quickly check the accounts for potential errors
  • Understand how to recode the source transaction
  • Also learn how to correct balances via a Manual Journal
"

Course outline

    Find & Recode allows you to recode accounts, tax rates, tracking and contacts across multiple transactions. You can use a flexible query builder to search and then recode all, or any of them. Changes can be made in bulk, saving hours.

Topics covered

  • Reporting
  • Journals

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