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 across multiple entities.
By directly referencing ledger transactions from connected accounting systems, GATHER.nexus helps:
Accurately reallocate costs
Reduce manual data entry
Maintain consistent intercompany balancing
Provide audit traceability
Supported accounting integrations include:
Xero
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.
FROM Company
The FROM Company is the entity where the original transaction was recorded.
TO Companies
The TO Companies 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 selected as both the FROM and TO company in the same workflow.
Click Update and Next.
Step 3 – Select Transaction Details
Configure the transaction details for the recharge.
Transaction Type
Choose how the recharge transactions will be created.
Journal Entry
Creates intercompany journal entries.
This option is commonly used for internal cost allocations and expense distributions.
Invoice
Creates intercompany Accounts Receivable and Accounts Payable transactions.
Invoice-based recharges use Customer and Vendor relationships from the connected accounting system.
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 participating entities.
Click Update and Next to continue.
Step 5 – Set Up Amount
This step allows you to define the recharge amount.
On the source entity, click Set up Amount.
The Set up Amount window contains the following fields:
Amount Configuration
Entry Method
Ledger Code
Tracking Category (where applicable)
The amount for each period is displayed below these settings.
Click a period to edit its amount.
Entry Methods
The following entry methods are available.
A. Enter Manually
Enter the recharge amount manually.
Use this option when the amount does not need to be retrieved from the connected accounting system.
B. Pick from Ledger Code
Select Pick from Ledger Code to retrieve transactions using a ledger account from the connected accounting system.
Supported accounting systems include:
Xero
QuickBooks Online
Select the required ledger code to populate the recharge amount.
C. Pick from Customer/Vendor
Select Pick from Customer/Vendor to retrieve transactions associated with a customer or vendor from the connected accounting system.
This option can be used for customer- or vendor-related recharge transactions.
Updating a Posted Transaction
If the selected amount has already been posted to the connected accounting software, GATHER.nexus allows the amount to be updated.
When a posted amount is edited, the following confirmation message is displayed:
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 applying the change.
Update Anyway – saves the updated amount.
Re-post Required
After selecting Update Anyway, GATHER.nexus indicates that the posted transaction has been updated.
A notification is displayed showing:
The affected period.
The previous amount.
The updated amount.
The transaction also displays a Repost action.
Use Repost to re-post the updated transaction to the connected accounting software.
Need help? Visit gather.nexus, click the chat icon in the bottom-right corner, or email us at [email protected] for assistance.