When setting your ‘Intercompany Loans’ account code mappings, fill out the corresponding accounts that you want Balancer to monitor.

From the ‘Conversion Balances’ page, click on Edit Group and select the start date that should apply. Be sure to set the conversion balances as of the group start date.

If you’re going to post FX adjustments or charge interest on your intercompany loans, you can set up the account codes that these FX and/or interest adjustments should be posted to using the ‘Account Mapping’ tab in Settings.

You'll use Balancer’s transaction matching to identify where there have been any one-sided postings, and then head into Xero to investigate and rectify.

If you'd like to override the currency exchange rate in Balancer, you can click on the small pencil and specify what rate should be used. You can set your currency conversion for the day, monthly, or all time.

Yes. If you go to Settings on the Balancer dashboard, you can set particular entities to always be the lender (i.e. the other entity will have any FX adjustment posted to it).