Xero find and recode

Created by Lee Shaw, Modified on Fri, 8 Dec, 2023 at 12:03 PM by Eddie Lee

TABLE OF CONTENTS

Summary

In this video, I will show you how to use the find and recode feature in Xero to move transactions from one account code to another. I will guide you through the process step by step, starting from logging into the demo company and running the Trial Balance Report. I will then demonstrate how to select specific transactions within a date range and recode them to a different account code. By the end of this video, you will have a clear understanding of how to use Find and Recode on transactions in Xero.


Xero use find and recode

Step by Step Instructions

Here’s a step-by-step summary of the demonstration video:

 

  • Objective: Move transactions from one account code to another using find and recode in Xero.

  • Accessing the Demo Company in Xero:

    • Log into the demo company.
    • Navigate to "Accounting" and select "Reports."
    • Choose the "Trial Balance Report."
  • Identifying Transactions:

    • Identify the balance to be moved, e.g., printing and stationery ($94) to office expenses ($812.59).
    • Click on the transaction to view its details.
  • Setting Up Date Range for Find and Recode:

    • Go to "Accounting" and select "Recode."
    • Click on "Find and Recode."
    • Add conditions, including the account code and the desired date range (e.g., September to today).
  • Searching and Selecting Transactions:

    • Click "Search" to find transactions meeting the specified criteria.
    • Use the selector to ensure all relevant items are selected.
  • Initiating Recode Process:

    • Click "Recode" after selecting the transactions.
    • Set the new account code (e.g., office expenses) and click "Review and Confirm."
  • Confirming Recode Action:

    • Review the recode summary to confirm the action's completion.
  • Verifying Changes:

    • Go back to "Reports" and select the "Trial Balance."
    • Confirm that the office expenses now reflect the increased transaction amount, indicating the successful move from printing and stationery.
  • Conclusion:

    • This method provides a quick and efficient way to move transactions in bulk from one account code to another in Xero.


Version
Date Created
Next Edit
Version Number
1.0
December 8, 2023
December 8, 2025
#1

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