Guide 1: Creating Expense Rules to Recharge Expenses
In this video we're going to cover the basics of creating expense rules, whether they be at cost or with a mark-up.
Guide 2: Creating Revenue Rules to Recharge Revenue
In this video we're going to cover how to create a revenue rule, and touch on the nuanced differences between revenue rules and expense rules.
Note - Balance Sheet Rules: Once you have understood both Expense Rules and Revenue Rules, the process for Balance Sheet rules will be easy to pickup. They are effectively the same process, the only difference being the account codes you can select from.
Guide 3: Creating Mayday Rules to Charge Management Fees
In this video we're going to cover 'what are Mayday rules?' and how they can be applied to management or service charges in your group.
Guide 4: Creating Rules for Intra-Entity Reallocations
In this video we're going to explain the concept of an intra-entity reallocation, where we leverage the power of recharger to reallocate costs within an entity.
Guide 5: Creating & Using Apportionments
In this video we're going to explain the apportionments section, along with how/where you're likely to apply apportionments.
Guide 6: Running Calculations & Posting Recharges
In this video we're going to cover the end game of actually running your recharge calculations, reviewing the transactions, then how to post them to Xero!
Next: If you haven't already you may wish to checkout our 'Levelling Up' video guides for Balancer or BRAG.