Once you've connected your entities and created your recharge rules, you're ready to start running calculations.

Head over to the Calculations page using the left-hand side menu:

Click +New:

and then select the month you’d like to calculate your recharges for, and then press create.

It could take a short time for our system to generate the calculations, so please be patient!

Once it's ready, you'll be taken to a page like this where you can review and adjust how your transactions have been picked up by the rules you set:

Within each page, you can choose at the top whether to group transactions by the Recharge Rule applied to them, or by their Account Code.

If you expand one of the transaction groups, you can see which transactions are within it, and how those transactions are being recharged to other entities in your group.

Using the drop-down menu, you can manually override the rule Recharger has applied automatically. This can be useful if the rules are too broad, or if you have some one-off transactions for instance. Choosing a new rule will move the transaction and automatically re-calculate.

If you want any more information on a transaction, you can click the deep link which will take you back to Xero for a closer look.

Tip: if you need to revise the way rules have operated then you can adjust them from the Rules page. This way you don’t have to manually adjust the associated transactions.

Once you're happy with the transactions, you can get the recharges to post by following the 'Next Step: Postings' button in the bottom right-hand corner.

This will take you to a page where you can post all of your bi-lateral recharges to the relevant Xero orgs. See 'How to post your recharges to Xero' for more info.

If you prefer, you can watch this helpful video which covers all of the above information with a worked example: