Mapping in Recharges and Practice Connect has the same core purpose: linking imported data to the right client. The difference is in the type of records they apply to. To keep billing accurate, firms need to complete mapping in both areas.
Recharges Mapping
Applies to vendor costs and charges (for example, Xero invoices, vendor organisations, subscription plans).
Used for charges that are oncharged to a client and billed on a recurring basis.
Example: A Xero subscription vendor invoice is mapped to the client who is recharged monthly.
Practice Connect Mapping
Applies to jobs and job-related costs from Xero Practice Manager (XPM).
Used for:
Tracking costs against a client’s WIP (work in progress)
Tracking costs and associated invoices to measure profitability
Example: A bookkeeping job in XPM is mapped to the correct client, so costs and revenue flow through to their WIP and profitability reporting.
Why Firms Complete Both
Completing mapping in both Recharges and Practice Connect defines a three-way relationship:
Vendor Costs and Charges (from Recharges)
Jobs and WIP (from Practice Connect)
Clients (in Rechargly)
This ensures:
Every vendor cost is linked to the right client
Costs can be tracked against WIP and profitability
Recurring billing is accurate and no charge is missed
By completing both mappings, firms create a seamless workflow from vendor invoices and job costs through to accurate client billing and profitability tracking.