[et_pb_section fb_built=\u00bb1″ _builder_version=\u00bb3.22″][et_pb_row column_structure=\u00bb3_4,1_4″ module_class=\u00bb et_pb_row_fullwidth\u00bb _builder_version=\u00bb3.25″ width=\u00bb89%\u00bb width_tablet=\u00bb80%\u00bb width_phone=\u00bb\u00bb width_last_edited=\u00bbon|desktop\u00bb max_width=\u00bb89%\u00bb max_width_tablet=\u00bb80%\u00bb max_width_phone=\u00bb\u00bb max_width_last_edited=\u00bbon|desktop\u00bb custom_padding=\u00bb27px|0px|27px|0|false|false\u00bb make_fullwidth=\u00bbon\u00bb][et_pb_column type=\u00bb3_4″ _builder_version=\u00bb3.25″ custom_padding=\u00bb|||\u00bb custom_padding__hover=\u00bb|||\u00bb][et_pb_text _builder_version=\u00bb3.27.4″ custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n
[\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb min_height=\u00bb115px\u00bb custom_margin=\u00bb||40px|||\u00bb custom_padding=\u00bb||4px|||\u00bb hover_enabled=\u00bb0″ sticky_enabled=\u00bb0″]<\/p>\n
You have two options how to create a new Client Overhead.<\/strong> First<\/strong> is available when you have sufficient rights for Financial section<\/strong>. The second<\/strong> is suitable once you do not have full rights to Financial section<\/strong>.<\/span><\/p>\n Create a new Client Overhead from the Financial view<\/strong><\/p>\n 1.<\/span>\u00a0In the left navigation menu unroll\u00a0Financial<\/b><\/span>.<\/p>\n 2.\u00a0\u00a0Click on Client Overheads.<\/b><\/p>\n 3.\u00a0Click on New Client Overhead<\/strong>.<\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/create-new-overhead.gif\u00bb title_text=\u00bbcreate-new-overhead\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb2px|40px|40px|||\u00bb custom_padding=\u00bb1px|||||\u00bb box_shadow_style=\u00bbpreset2″][\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n 4.\u00a0Complete all Details.\u00a0<\/span>Mandatory fields<\/strong> are red underlined (can be different by company\u2019s settings)<\/span><\/span><\/p>\n 5 Press SAVE<\/strong> button.\u00a0<\/span><\/span><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/client-overhead.png\u00bb title_text=\u00bbclient-overhead\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb|1px||||\u00bb box_shadow_style=\u00bbpreset2″]<\/p>\n 4. Choose\u00a0<\/span>Bill Reimbursement.\u00a0<\/strong><\/p>\n Pair<\/span> Purchase Invoice<\/strong> to the relevant Job<\/strong>. If you did right, you will see the value of Purchase<\/strong> Invoice<\/strong> in the Job<\/strong> overview.\u00a0<\/a><\/span><\/p>\n 5. Press SAVE<\/strong> button.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_image][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb custom_margin=\u00bb|40px|40px|||\u00bb]<\/p>\n 6. Perfect! New Client Overhead<\/strong>\u00a0has been created.<\/p>\n [\/et_pb_text][et_pb_text _builder_version=\u00bb4.9.4″ text_font=\u00bb|300|||||||\u00bb min_height=\u00bb115px\u00bb custom_margin=\u00bb||40px|||\u00bb custom_padding=\u00bb||4px|||\u00bb]<\/p>\n Create a new Client Overhead from the Quick button<\/strong><\/p>\n 1.<\/span> From the Dashboard or other view, click on the Quick button<\/strong>.<\/p>\n 2. Click on Client Overheads. <\/b>Check the GIF below.<\/strong><\/p>\n [\/et_pb_text][et_pb_image src=\u00bbhttps:\/\/www.teamogy.com\/wp-content\/uploads\/ezgif.com-gif-maker-30.gif\u00bb alt=\u00bbclient-overhead\u00bb title_text=\u00bbclient-overhead\u00bb show_in_lightbox=\u00bbon\u00bb align_tablet=\u00bbcenter\u00bb align_phone=\u00bb\u00bb align_last_edited=\u00bbon|desktop\u00bb _builder_version=\u00bb4.9.4″ custom_margin=\u00bb|40px|40px|||\u00bb custom_padding=\u00bb|1px||||\u00bb box_shadow_style=\u00bbpreset2″]<\/p>\n