The basics of Find & Recode

Find & Recode allows users with the Advisor role to search for transactions with specific criteria and change particular aspects of the transactions. A standard user cannot access the Find & Recode feature. The common changes you can make are as follows:

• Change the account
• Change the tax rate
• Change the contact
• Change or add a tracking category

Find & Recode works on most of the Xero transaction types; here is a list of the supported transactions:

Figure 12.1: Xero-supported transactions for Find & Recode courtesy of Xero Central

Transaction types not searchable with Find & Recode are as follows:

• Voided transactions of any type
• Fixed assets
• Purchase orders
• Quotes
• Bank transfers
• Overpayments
• Tracked inventory

Any transactions of the preceding types will need to be manually edited individually.

System accounts, such as Accounts Receivable...