Recharger
Support for Recharger, including a 4-step Quick Start Guide
By Griff and 4 others5 authors39 articles
- How to approach creating a recharge rule
- 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
- How to run and review recharges
- How to post your recharges
- How to apply tax rates to recharges
- How to lock recharges
- How to use custom recharge periods (i.e. not monthly)
- How to create ad-hoc rules
- How to account for late transactions
- How to re-calculate recharges after they have been posted and / or locked
- How to check why transactions aren't in my Recharge
- How to export Recharges
- How to attach documents to recharge postings?
- How to override Mayday's default FX rates