Get started with recoding

Learn how to get started with Find & Recode. Only users who have the Advisor role can recode.

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 have experience with recoding.

What can you recode?

  • Recode contacts, accounts, tax rates, and tracking on transaction lines.
  • You can recode transaction lines across multiple transactions at once.
  • You can recode transaction lines on the source transaction or by using a manual journal.
When you use the recoding tool, you make changes to individual transaction lines, not the entire transaction.

Common recoding scenarios include, but aren't limited to:

  • Changing the tax rate
  • Cleaning up contacts when there are variations of a contact name
  • Combining accounts
  • Adding or changing tracking

Supported and excluded transactions

You can search for and recode the following transactions:

  • Spend money (reconciled, unreconciled, and marked as reconciled)
  • Receive money (reconciled, unreconciled, and marked as reconciled)
  • Prepayments (unpaid, paid, reconciled, and unreconciled)
  • Expense claims (awaiting payment, paid, and archived)
  • Sales invoices, repeating invoices, and credit notes (all statuses)
  • Bills, repeating bills, bill credit notes (all statuses)

You can’t search for or recode the following transactions:

  • Fixed assets
  • Manual journals
  • Purchase orders
  • Bank transfers
  • Quotes
  • Overpayments
  • Payroll transactions (including wages, payable bills, payslips, and PDs)
  • Voided transactions
  • Any line from a bill, payable credit note or spend money that uses a tracked inventory account