Overview
The Intercompany Recharge feature in GATHER.nexus allows users to allocate existing expenses recorded in an entity’s accounting ledger to other entities within the group structure.
This functionality is designed for scenarios where costs have already been posted in the originating company and need to be redistributed accurately across multiple entities.
By directly referencing ledger transactions from connected accounting systems, GATHER ensures:
Accurate cost reallocation
Reduced manual data entry
Consistent intercompany balancing
Strong audit traceability
Supported integrations include systems such as Xero and QuickBooks Online.
Accessing Intercompany Recharge
To begin:
Navigate to Intercompany Control from the main menu
Select Intercompany Recharge
Click Perform to start a new workflow
Step 1: Create Workflow
Enter a workflow name to identify the recharge process.
Example:
2026 Marketing Expense Recharge
Click Update and Next to continue.
Step 2: Select Companies
Define the entities involved in the recharge.
A. FROM Company
This is the entity where the original transaction was recorded
B. TO Companies
These are the entities receiving their allocated share of the expense
You can:
Select one FROM company
Include multiple TO companies in the same workflow
Use predefined Groups for bulk selection
Note: A company cannot be both a FROM and TO entity in the same workflow.
Click Update and Next.
Step 3: Select Transaction Details
Set the transaction configuration:
Transaction Type
Choose how the recharge should be created across participating entities.
Available transaction types include:
Journal Entry
Used for direct intercompany journal postings.
Commonly used for operational reallocations and internal cost distributions.
Invoice
Used when intercompany recharges should create Accounts Receivable and Accounts Payable entries between entities.
Invoice-based recharges use Customer/Vendor relationships from the connected accounting systems.
Transaction Date
Select the effective posting date for the recharge workflow.
Click Update and Next.
Step 4: Configure Recharge Method
Select the appropriate configuration depending on how the cost will be distributed across entities.
(Example methods may include Simple or Split-based configurations depending on setup.)
Step 5: Retrieve Transaction from Ledger
This step allows you to pull existing posted transactions directly from the connected accounting system.
On the left-hand panel, click Set up Amount.
You will see the following options:
Option A: Enter Manually
Input the recharge amount directly.
Use this when no source ledger transaction needs to be referenced.
Option B: Pick from Ledger Code
Select this option to retrieve transactions based on ledger accounts from the connected accounting system.
Supported systems include:
Xero
QuickBooks Online
Option C: Pick from Customer/Vendor
Select this option when recharging transactions associated with a specific customer or vendor.
This is commonly used for:
supplier recharges,
shared vendor costs,
management recharges,
and intercompany invoice workflows.
How it works:
Select Pick from Customer/Vendor
Choose the relevant customer or vendor from the connected accounting system
GATHER.nexus retrieves matching transactions associated with that customer/vendor
Select the transaction(s) to recharge
The recharge amount is automatically populated
This functionality supports invoice-based intercompany recharge workflows within GATHER.
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.