Xero find and recode

TABLE OF CONTENTS

• Summary
• Xero use find and recode
• Step by Step Instructions

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.