Update GoCardless coding in Xero

Steps:

1. Login into Xero

2. Go to the Accounting tab and select Find & Recode from the dropdown

3. Click on the Find & Recode button

4. Find transactions that match ALL of the following conditions:

   • Bank Account: 613 - GoCardless-NZD

   • Account: 485 - Subscriptions

   • Contact: GoCardless

5. Click the Search button

6. Review the transactions and tick all the ones that need to be changed

7. Click on Recode. A pop-up titled Recode Transactions will appear

8. In the pop-up change to match the following:

   • Contact: Do not change

   • Account: 404 - Bank Fees

   • Tax Rate: No GST

9. Check the above is correct and then click on the blue Review button

10. Click the blue Confirm button

Please see video instructions below: