Create Overhead Rules

To create an overhead rule

  1. Select Overhead Rules from the Chargebacks menu.

    A list of existing rules appears.

  2. Click New.

    The Overhead Rule Detail- New page appears.

  3. Enter the following required information.
    Entity

    Defines the entity.

    GL Account

    Defines the GL account.

    Department

    Defines the department.

  4. Save changes. Once saved, the properties of this rule become display-only.
  5. Define the allocation rules

More information:

Modify Standard Rule Header Properties

Edit the Allocations for Overhead Rules