Welcome to Rechargly! This document is designed to provide you with all the necessary information to connect Xero to our platform, enhancing your software disbursement process. Through this guide, you will find detailed instructions, diagrams, and resources to help you understand how data flows between Rechargly and Xero.

The diagram below details the data exchange between Rechargly and Xero, highlighting the flow direction and source of truth.

Watch our quick tutorial on how Rechargly enhances your software disbursement process:

Configuring your vendors:

Set up each vendor with ease using Rechargly. Whether the process is automatic or manual, follow these steps for a smooth setup:

How does the charges table work?

Create an account and choose to upload new charges manually or automate the process through a forwarding rule from your inbox. Below is a snapshot of the Charges table with a successfully imported CSV:

Can I Recharge more than one vendor?

Yes, Rechargly supports disbursing costs for any software you purchase on behalf of your clients, streamlining your disbursement process.

Can I hide a charge related to a customer?

Yes, you can hide individual or a group of charges related to a specific organisation or play type. You can also create rules to hide future transactions.