View and select transaction lines to recode using Find & Recode
You can sort search results, preview transactions, and recode transaction lines across multiple pages in Find & 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.
View search results
Search results table
The search results will be displayed with the following information for each transaction line:
- Transaction type and status
- Invoice or reference number
- Transaction total
- Account type
- Tax rate
- Tracking categories (if you’ve created them)
- Line total
The icon displayed in the second column of each line represents the transaction type. Hover the mouse over each icon to see the transaction type details and the transaction status.
Information about the transaction type icons:
Bill, bill credit note, bill prepayment
Sales invoice, sales credit note, sales prepayment
The line total displays the tax inclusive amount. Even if transactions have credits or are partially paid, the original transaction total is shown in the search results.
Manage page view
- Change the maximum number of search results per page
- View the next page of search results
- Skip to another page
At the bottom of the search results page, you'll see the current number of items per page listed. Click [number] items per page, then select a different number from the list.
Click Next to view the next page of search results.
View another page of search results by clicking Page [number] of [number] and select a different page from the list.
Preview transaction details before recoding
You can preview the transaction details before recoding a transaction line.
Click anywhere along the row of a transaction line in the search results table to preview the transaction. The original transaction will open in a new browser tab.
Select transaction lines to recode
- Select individual transaction lines
- Select all transaction lines on a page
- Select all transaction lines across all pages
Click the checkbox next to each transaction line. You can select transaction lines across multiple pages.
Click the checkbox in the column heading.
To select all transaction lines across all pages, click the Select all [number] items checkbox at the top of the search results table.
We recommend coding up to 200 transaction lines at a time. If you have more than 200 search results and would like to recode all transaction lines in the search results at once, try refining your search query.