Quick Summary of Step-by-Step Guide:
- Access Company > Overhead Categories
- Predefined Categories
- Create New Category
- Add Subcategories (if applicable)
- Editing and Deactivating Overhead Category/Subcategory
- Save and view the newest Overhead Category
In-Depth Step-by-Step Guide:
Access Company > Overhead Categories
Define your Overhead Categories by clicking on the 'Company' tab, and then the 'Overhead Categories' sub-tab.
You will see the following categories already created for you: General & Administrative, Holidays, and Paid Time Off.
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.
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.
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.
Save and View Newest Overhead Categories
After saving you will be able to see the newest Overhead Category you created.
- Now that you've defined your Overhead Categories, you should define your User Permissions.
- Check out the Help Article: Define User Permissions.