Occasionally you may have recharge scenarios which are one-off, occur infrequently, or are difficult to codify into a rule set. To cater to these situations, you can now create "Ad-hoc" Recharges from within the Calculation flow. These follow the same logic as regular rules, meaning all the configuration and apportionments are available to you, but they apply only to a specific transaction (or set of transactions), and only apply to that specific calculation.

Begin by creating your recharge calculation, from the Calculations screen:

If you click into the relevant period (i.e. "October" in screenshot above), you will find the Transactions review screen:

Underneath each relevant entity there is a "Don't recharge" section. These are all of the transactions from Xero for that selected period which do not meet any of your recharge rule criteria.

As a result, they won't be recharged unless you create an ad-hoc recharge. To do this, simply click the drop-down menu underneath "Rule applied" and you will see an option to "Create Ad-hoc recharge" from the drop-down menu:

This will open a modal window for you to configure the rule:

This will be pre-configured with the rule type (i.e. an expense rule for an expense transaction, revenue rule for an income transaction and so on) - for expense transactions, you can choose "Cost Plus" from this menu to add a markup.

Then you simply need to define how the transaction should be apportioned between the entities in your group, using either a custom apportionment or one of your pre-defined apportionments.

The name has also been pre-filled for convenience - you can update this if you wish. When you save the rule, it will be applied to the calculation and the page will update.

You can do the same process for a batch of transactions. Simply select the transactions you wish to recharge using the tick boxes on the left-hand side, and then you can choose "Create Ad-hoc recharge" from the menu at the top of the page. Process from there is the same as is outlined above.

Once you have finished creating your ad-hoc recharges, and reviewed your other recharge transactions you can continue through the recharge process to eventually post to Xero.

Refer to: Posting recharges to Xero for more information.