When you’re ready to calculate your recharges, select the relevant month and click ‘Create’.

The next page that you’ll see will display all of your transactions and which recharge rules have been applied to each one. Run down this list, making any tweaks if necessary. You can click the deep link to Xero 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. You have now reached the final stage of your quick and easy monthly recharges. Here you can view all of your recharges, decide VAT treatment, and select how you wish to post the recharges to Xero: as invoice and bill, in draft form or fully authorised, and where relevant, which currency you’d like to post in.

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

Don’t forget to mark these recharges as Final to make sure that any subsequent change in your transaction data or recharge rules doesn’t affect the calculations.