Edit the Allocations for Overhead Rules

To edit the allocation for an overhead rule

  1. Select Overhead Rules from the Chargebacks menu.

    A list of rules appears.

  2. Select the GL Account link to edit the properties of the select account.

    The Overhead Rules - Detail page appears.

  3. In either the Start or Finish fields, use the date picker to select a period time.
  4. Specify the percentage to set the allocation for the full GL account.
  5. Save to continue adding time periods and percentages.
  6. Submit changes.