View recoding history
View information about transactions that have been recoded using Find & Recode, including the date, recoding status, who approved the recode, and details about all changes made.
History of Recoded Transactions
You can view a list of all prior recoding activity and information about each recode in the History of Recoded Transactions. To view the history, go to the Adviser menu and select Find & Recode.
You can view the following information about each recode:
Date - the date the recoding activity took place
Audit report - provides a link to details about the recoding activity
Transactions affected - the number of lines recoded and the total number of transactions
Transaction dates - the date range of the transactions recoded
Approved by - the name of the adviser who completed the recode
Status - the status of the recode
Recode method Status
Recoded on source transaction
Completed with errors
Recoded using a manual journal
Journal posted (link to manual journal)
Draft journal created awaiting posting (link to draft journal)
To view details about a particular recode, go to the History of Transactions table, then click Summary.
View the following information about the recode:
- Date of recode
- Adviser who completed the recode
- Link to the original search query used to find the group of transaction lines recoded
- List of items recoded (contact, account, tax rate, and tracking categories) and their new values
- Number of transactions and transaction lines affected by the recode
- Date range of the transactions
- Table of transactions recoded
Transactions recoded table
The following information will be displayed for each transaction:
Transaction status - to view the transaction status, mouse over the icon displayed in the first column of each line.
Date of transaction
History & Notes
Transaction history and notes
The History & Notes section of a transaction will display information about the recode and pre-recoding details.
Link to Recode Summary: In the Details column, click recoded. The recode summary will open in a new browser tab.
View pre-recoded items: In the Details column, click Show pre-recoded items. The item recoded will be specified, and you will see the following pre-recode information about each line item:
- Item code
- Unit price
- Tax rate
- Tracking categories (if applicable)
- Line total
View manual journal: In the Details column, click manual journal. The manual journal will open in a new browser tab.
Manual journal history and notes
To view information about the transactions recoded, go to the Details column and click here. The recode summary will open in a new browser tab.