Lena’s Top Tip
Recoding miscoding – Xero makes it easy!
So, you’re beavering away, chuffed to bits at how organised you are by getting your figures in order ahead of time… and suddenly your heart stops. What’s that entry doing there? That shouldn’t be coded as ‘travel expenses’! And nor should that one… or that one… Your mouth goes dry as you realise you’ve miscoded quite a few transactions.
Well, worry not! Find and Recode is here for you.
From the Navigation Bar at the top, simply go to Accounting > Find and Recode.
You can filter the transactions you are looking for based on various conditions, e.g. bank account, account number, type of transaction etc., and you can then select as many transactions as required before you hit the recode button to your left.
You’ll then be given the option to recode the three main elements of a transaction; Contact Name, Account and VAT Rate.
Simply change as appropriate, press review, and that’s it; your transactions will now be exactly where you want them to be.
That’s not just saving a huge amount of time… that’s using Xero to its full potential!
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