Overview
The Intercompany Recharge module in GATHER.nexus allows users to retrieve existing transactions directly from Vendor or Customer accounts within connected accounting systems such as Xero and QuickBooks Online.
This functionality is commonly used when:
Shared supplier costs need to be redistributed across group entities
Customer-related intercompany recharges already exist in the ledger
Existing operational transactions should be reused instead of manually re-entered
By referencing Vendor or Customer transactions directly from the source ledger, GATHER.nexus helps ensure:
Reduced manual data entry
Accurate recharge values
Consistent intercompany balancing
Improved audit traceability between source transaction and recharge workflow
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.
A. FROM Company
This is the entity where the original Vendor or Customer transaction exists.
B. TO Companies
These are the receiving entities that will absorb their allocated share of the cost or recharge.
You can:
Select one FROM company
Select multiple TO companies
Use predefined Groups for faster selection
Note: A company cannot be both the FROM and TO entity within the same workflow.
Click Update and Next.
Step 3: Select Transaction Details
Configure the recharge transaction settings.
Transaction Type
Depending on workflow setup, this may include:
Journal Entry
Invoice
Important Clarification
When Invoice is selected:
Vendor-related transactions typically use supplier/vendor logic
Customer-related transactions typically use customer receivable logic
The selected structure determines how the recharge flows back into the accounting system.
Additional Settings
You may also configure:
Transaction Date
One-off or recurring setup
Draft or Posted status
Click Update and Next.
Step 4: Select Recharge Configuration
Choose how the recharge will be distributed.
Available methods may include:
Simple
Split by Percentage
Split by Percentage with Markup
The selected configuration determines how the Vendor or Customer transaction is allocated across receiving entities.
Click Update and Next.
Step 5: Pick Up Transaction from Vendor/Customer Account
This step allows users to retrieve an existing transaction directly from the connected accounting system.
On the left panel, click:
Set up Amount
You will see multiple amount setup options.
Select:
Pick from Contact
This option retrieves transactions linked to:
Vendors / Suppliers
Customers / Clients
from the connected accounting platform.
Supported systems include:
Xero
QuickBooks Online
How It Works
Select Pick from Contact
Choose the relevant Vendor or Customer
GATHER.nexus retrieves available transactions linked to that contact
Select the required transaction
The recharge amount is automatically populated into the workflow
This allows the recharge to directly reference the original operational transaction recorded in the ledger.
Typical Use Cases
Vendor-Based Recharge
Example:
A supplier invoice for shared software costs is recorded in the holding company and needs to be allocated across subsidiaries.
The Vendor transaction is retrieved and redistributed through Intercompany Recharge.
Customer-Based Recharge
Example:
A customer-related transaction needs to be partially recharged across entities involved in delivering the service.
The Customer transaction is selected directly from the source ledger and allocated accordingly.
Posting Behaviour
Once configuration is complete:
GATHER.nexus creates the corresponding intercompany entries
Transactions are posted back to the connected accounting system
Both sides of the intercompany relationship are recorded automatically
Recharge allocations remain traceable back to the original Vendor or Customer transaction
Completion Outcome
Once posted:
Recharge entries are created across participating entities
Source Vendor or Customer references remain linked
Audit traceability is preserved
Group balances remain aligned for reconciliation and consolidation purposes
Summary
Picking up transactions from Vendor or Customer accounts allows users to:
Reuse existing ledger transactions
Reduce manual recharge setup
Improve recharge accuracy
Maintain clear linkage between operational transactions and intercompany allocations
This functionality is particularly useful for operational cost sharing, management recharges, and customer-related intercompany allocations across group structures.
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