Chargebacks › Chargeback Rules › Overhead Rules › Create Overhead Rules

Create Overhead Rules

Follow these steps:

1. Open Administration, and from Chargebacks, click Overhead Rules.

   A list of existing rules appears.

2. Click New.

   The create page appears.

3. Complete the following fields:

   Entity

   Defines the entity associated with the rule.

   GL Account

   Defines the GL account associated with the rule.

   Department

   Defines the department associated with the rule.

4. Save changes. Once saved, the properties of this rule become display-only.
5. Define the overhead rule details as follows:
   1. Specify the percentage to allocate to overhead for the specific period.
   2. Click New Row to continue adding time periods and percentages.
   3. Save the changes.

More information:

Modify Standard Rule Header Properties

Edit the Allocations for Overhead Rules