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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