To make bulk changes directly to original transactions in Xero, what must you do?

The correct approach for making bulk changes directly to original transactions in Xero is to recode the source transactions. Re-coding allows you to modify specific attributes of a transaction without altering the original entries or creating duplication. This feature is particularly useful in scenarios where you need to adjust the account allocations or categorization of multiple transactions simultaneously while retaining the integrity of your financial records.

By recoding, you ensure that the historical data remains intact and correctly reflects previous entries, which is crucial for accurate reporting and audit trails. This method is both efficient and minimizes the risk of errors commonly associated with editing or deleting transactions.

On the other hand, simply editing existing transactions can lead to discrepancies if not done carefully, adding new transactions would complicate your records instead of streamlining them, and deleting original transactions can compromise data integrity and financial accuracy. Hence, recoding is the best practice for making bulk adjustments while ensuring compliance and clarity in your bookkeeping.