Chargebacks › Chargeback Rules › Standard Rules

Standard Rules

A standard rule can be globally applied to many investments or services when the same chargeback rules can be used to debit departments for costs.

When setting up chargebacks, investment or service managers can choose to apply standard-based rules (set up by a finance manager) or investment-based rule (set up by the investment or service manager).

More information:

Chargeback Rules

Create Standard Allocation Rule Headers

Modify Standard Rule Header Properties