What is the Find & Recode page for?

Search the posted bills, sales invoices, credit notes and manual journals of every organisation in the group at once, tick the lines that are coded wrongly, and move them to a new account or tracking option. Xero's own Find and recode does this for one organisation at a time; this page does it across the group, document by document, and only after a person has chosen what to change and how. Searching needs the invoice-view permission; recoding needs invoice-approve. You enter: The search: a date window, an organisation, an account, a type (bill, sales invoice, credit note, manual journal), a tracking option, an amount range, and words from the description or contact; The lines to move, ticked in the table, and in the dialog the new account and/or the new tracking option — leave one as it is to keep each line's own; How to move them: change the documents in Xero, or post a reclassification journal — and the journal date, each line's own or one date for all. Saral fills: The matching lines from Saral's copy of the ledger — date, organisation, type, reference, contact, description, account, tracking and net — the newest 2,000 when the search is wider than that, and it says so; Which lines can be edited in place (bills and sales invoices) and which go by journal whatever you choose (credit notes and manual journals), and the net of what you picked; Each line's result as the run settles — recoded, journalled, kept by Xero, locked, refused — with the reason on hover, and a link to the reclassification journal where one was posted. It produces: Bills and sales invoices changed in Xero — every field echoed, only the account or one tracking category replaced, verified by re-reading — and Saral's copy patched to match; Reclassification manual journals in Xero, one per organisation per date, moving the net amount off the old account or tracking and onto the new; VAT is not moved; An audit-log entry for every change. Where the settings live: There is no setting on this page. The accounts and tracking options offered are the ones the group's organisations hold — the chart is harmonised on Accounts → Accounts Harmonisation and tracking on Accounts → Tracking Harmonisation. Searching needs the invoice-view permission and recoding the invoice-approve permission, granted on Settings → Users. The organisations searched are the ones connected on Settings → Xero.