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Find & Recode

Self-paced learning
Launch course

1 Advisor credit

Free

3 MINUTES

Learning objectives

Find and Recode allows you to recode accounts, tax rates, tracking and contacts across multiple transaction lines. You can use a flexible query builder to search for lines, and then look to recode any or all of them - it's up to you. Learn how to make changes in bulk so you no longer have to make these updates one-by-one, saving hours.

Course outline

    • Searching for errors
    • Recode transactions in bulk

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • My Xero

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