Overview
The Intercompany Recharge feature in GATHER.nexus allows users to retrieve existing transactions from Vendor or Customer accounts in connected accounting systems.
This functionality enables users to reference existing transactions when configuring an intercompany recharge instead of manually entering the recharge amount.
Supported accounting systems include:
Xero
QuickBooks Online
Accessing Intercompany Recharge
To begin:
Navigate to Intercompany Control from the main menu.
Select Intercompany Recharge.
Click Perform to create a new workflow.
Step 1 – Create Workflow
Enter a workflow name to identify the recharge process.
Example
2026 Shared Marketing Recharge
Click Update and Next to continue.
Step 2 – Select Companies
Define the entities participating in the recharge.
FROM Company
The FROM Company is the entity where the original Vendor or Customer transaction exists.
TO Companies
The TO Companies are the entities receiving the recharge allocation.
You can:
Select one FROM company.
Select multiple TO companies.
Use predefined Groups.
Note: A company cannot be selected as both the FROM and TO company within the same workflow.
Click Update and Next.
Step 3 – Select Transaction Details
Configure the recharge transaction.
Transaction Type
Select the transaction type.
Available options include:
Journal Entry
Invoice
Transaction Date
Select the transaction date for the recharge workflow.
Click Update and Next.
Step 4 – Select Recharge Configuration
Select the recharge configuration appropriate for the workflow.
Click Update and Next.
Step 5 – Pick Up Transaction from Vendor/Customer Account
On the left-hand panel, click Set up Amount.
From the available entry methods, select Pick from Customer/Vendor.
Using this option, GATHER.nexus retrieves transactions from the connected accounting system associated with the selected customer or vendor.
Supported accounting systems include:
Xero
QuickBooks Online
To retrieve a transaction:
Select Pick from Customer/Vendor.
Choose the required customer or vendor.
Select the required transaction.
The selected amount is populated into the recharge workflow.
Updating a Posted Amount
Users can modify an amount even after the transaction has been posted to the connected accounting software.
When updating a posted amount, GATHER.nexus displays the following confirmation message:
Transaction already posted.
This amount is already posted in the accounting software. Updating it here will re-post the transaction in the accounting software. Continue?
The available options are:
Cancel – Closes the confirmation window without saving the change.
Update Anyway – Saves the updated amount.
Re-post Required
After selecting Update Anyway, GATHER.nexus displays a notification indicating that the transaction has been updated and requires reposting.
The notification displays:
The affected reporting period.
The previous amount.
The updated amount.
The transaction also displays a Repost action.
Use Repost to re-post the updated transaction.
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.