This page is an overview of how to run your Recharges. For a more in depth look at this process, see this helpful article on running and reviewing recharges, and see this helpful article on how to post your recharges.

When you’re ready to run your recharges, first start by syncing your data using the sync button in the top left-hand menu, to make sure your data is completely up to date:

Then, simply head to the Recharges dashboard page, select "+ New Recharge" and choose the relevant month or custom period and click ‘Create’.

The next page you see will display all of your transactions and the recharge rules that have been applied to each one. There are two views available:

2. Details view shows a row for each transaction and the rule which has been applied:

You can review the transactions from either page and make any tweaks as necessary. You can click the deep link to Xero or QBO from the details view for a closer look at any of the transactions if needed.

Once you are happy with how all of your transactions have been treated by the recharge rules, continue to ‘Postings’ to view each of the entity-to-entity recharges.

Here you can view all of your recharges, decide on VAT treatments, and select how you wish to post the recharges to your accounting file:

Then, in just one click, post your recharges back to your accounting file. It’s that easy!

Don’t forget to lock the recharge to make sure that any subsequent change in your transaction data or recharge rules doesn’t affect the recharge.