Find and Recode - Include option to Remove and Redo
Add an option to remove and redo transactions within the find and recode function.
Purpose: To simplify users’ workflow from having to recode to another code, or individually search each transaction in account transactions, then remove and redo it again.
AdminXero Team
(Admin, Xero)
shared this idea
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Elisha Lavallin
commented
I'v now found a work around for now - is remove and redo and change the ones in the account i need to the same contact eg to remove, and then search in the bank account and then i can bulk remove and redo
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Jake McElwaine
commented
This would save our firm hours of time due to clients not coding transfers between bank accounts properly. If there was a Find and Recode with remove and redo would be amazing. This could also work if there was this function within the bank statements tab as well.
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Gene Austin
commented
I have a number of transactions that were reconciled that would now like to link to uploaded bills. Within the banking screen there's no way to filter transactions by category so having the ability to Remove and Redo in the Find and Recode screen is the best solution.