Levelling Up - Rules and Apportionments
Frequently Asked Questions and Helpful Guides around Recharger Rules and Apportionments
By Andrea and 3 others4 authors16 articles
- How to calculate the number of recharge rules
- How to create and use Recharge Rules
- How to use Default Rules
- How to Recharge Expenses
- How to Recharge Revenue
- How to Recharge Balance Sheet items
- How to create Mayday Rules for fixed amount Recharges
- How to create tracking category based rules
- How to recharge transactions within the same Xero file
- How are rule conflicts managed?
- How to update recharge rules
- How to manage changes to nominal codes
- How to create and use apportionments
- How to delete apportionments
- How to use Google Sheets as a basis for Recharge Rules (i.e. Payroll)
- How to copy a rule
