Recode a group of transaction lines using Find & Recode

Use Find & Recode to recode multiple line items on one or more transactions. Edit accounts, tax rates, contacts, and tracking.

Recoding can result in significant changes to accounts and reports. We recommend you only use Find & Recode if you are an accountant or bookkeeper, or you are aware of the accounting implications.

About recoding transactions

Only one Adviser at a time in your organisation should use Find & Recode. Once a recode is submitted, it can take up to several minutes to process. To prevent recoding errors, wait until the recode is completed before recoding additional transaction lines.

Recoding and tax

  • We recommend coding up to 200 transaction lines at a time. To recode more transaction lines using the same query, in the Recode Summary (which displays after you confirm the recode), click this search. The transaction lines you've already recoded won't be displayed in the search results.
  • When recoding the tax rate, the line total will remain the same. The unit amount will change in proportion to the new tax amount.
  • When you recode an invoice or bill that is generated by a repeating invoice or bill, the template won't be affected by the recode.

Restrictions on recoding

  • Some system accounts can't be recoded.
  • Contacts can't be edited.
  • Transaction lines using tracked inventory items can't be recoded.
  • Transactions that use a foreign currency can't be recoded, even if you have the multi-currency option enabled.

Recode source transactions

  1. Find a group of transaction lines to recode.
  2. (Optional) Click a transaction line in the search results table to preview transaction details.
  3. Select the transactions you want to recode.
  4. Click Recode.
  5. Enter information for contact, account, tax rate, and/or tracking. To edit tracking, click Add.

    Image showing the recoding tool.

  6. Click Review to view a summary of changes you are about to make.
  7. Click Confirm.

Once you’ve recoded a transaction line, it can’t be undone. To revert the changes, recode the transaction line again or edit the individual transaction.

Recode using a manual journal

When you recode using a manual journal, the original transactions aren’t modified. Xero creates a draft journal that incorporates the changes, ready for you to save or post. A note referencing the new manual journal will be added to each recoded transaction.

  1. Find a group of transaction lines to recode.
  2. (Optional) Click a transaction line in the search results table to preview transaction details.
  3. Select the transactions you want to recode.
  4. Select Recode with a manual journal from the Recode dropdown.

    Image of Recode dropdown menu.

  5. Enter information for the new account, tax rate, and/or tracking. To edit tracking, click Add.

    Image showing recoding tool for manual journals.

  6. Click Review to view a summary of the changes you are about to make.
  7. Click View Manual Journal to create a journal.
  8. Enter details and save or post a manual journal.