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.
- Searching for errors
- Recode transactions in bulk
There is no pre-course preparation required.
- My Xero
More courses you might be interested in
Embrace Your Superpower
Learn how to harness and apply your super powers toward intentional risk-taking. View course
New - 2 Advisor CREDITS - 1 CPE CREDIT
Scaling During Tax Season
Note: You only need to complete one of two to receive credit for this course. Grow and scale your practice during tax time, with help from our panel View course
40 Advisor CREDITS
Xero Advisor Certification (Self Paced) without CPE credit
Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course