Overhead Categories

When you first start calculating your overhead costs, the best way to do so is to develop an organization system that flows into your general accounting procedures or software. This way, it is harder to miss payments and receipts that could make a huge difference in factoring in your costs. SQUAVA has set up Overhead Categories to help you with this.

You will use Overhead Categories to help you organize your Overhead Costs. This is important not only for your budget but also for determining how much you should be charging for your services. Overhead may apply to a variety of operational categories.  Check out the outlined steps below to get started! 

Quick Summary of Step-by-Step Guide: 

1. Access Mega Menu > Overhead Categories
2. Predefined Categories
3. Create New Category
4. Add Subcategories (if applicable)
5. Editing and Deactivating Overhead Category/Subcategory
6. Save and view the newest Overhead Category

In-Depth Step-by-Step Guide:

1. Access Mega Menu > Overhead Categories

   Define your Overhead Categories by clicking on the 'Company' tab, and then the 'Overhead Categories' sub-tab.

   
   
   
   
   

2. Predefined Categories

   You will see the following categories already created for you: General & Administrative, Holidays, and Paid Time Off. 
   
   

3. Create New Category

   If you need to enter any additional categories, you can do so by clicking on the 'New Category' button and a new window will appear for you to enter the required information. Click 'Save' when finished.  

   
          
   
   NOTE: You can assign Overhead Categories to specific offices if you'd like.  
   
   

4. Adding Subcategories (if applicable)

   In the same window where you enter the new Overhead Category, you have the option to add Subcategories.  You can also choose if you want to allow the Subcategories to be used as an expense, in addition to a task.  Remember to Save when you are finished.
   
   
   
   

5. Editing and Deactivating Overheard Category/Subcategory

   If you ever need to edit details on any of the categories, simply click the pen and paper icon next to each category.  This is also where you can deactivate Subcategories. 
   
   
   
   
   
   If you ever need to deactivate a specific Overhead Category, simply check the box next to the name of the Overhead Category, and then click the Deactivate Selected button.   
   
   

   
   
   

6. Save and View the Newest Overhead Categories

   After saving you will be able to see the newest Overhead Category you created. 

   
   
   

SUCCESS!!! 

• Now that you've defined your Overhead Categories, you should define your User Permissions.  
• Check out the Help Article: Define User Permissions.