Create a New Client Overhead

You have two options how to create a new Client Overhead. First is available when you have sufficient rights for Financial section. The second is suitable once you do not have full rights to Financial section.

Create a new Client Overhead from the Financial view

1. In the left navigation menu unroll Financial.

2.  Click on Client Overheads.

3. Click on New Client Overhead.

4. Complete all Details. Mandatory fields are red underlined (can be different by company’s settings)

5 Press SAVE button. 

6. Perfect! New Client Overhead has been created.

Create a new Client Overhead from the Quick button

1. From the Dashboard or other view, click on the Quick button.

2. Click on Client Overheads. Check the GIF below.

client-overhead

3. Complete all Details. Mandatory fields are red underlined (can be different by company’s settings)

4. Press SAVE button.

5. Perfect! New Client Overhead has been created.

Get in Touch

If you have problem or need further assistance, do not hesitate contact Teamogy Support. Use online chat (inside Teamogy or everywhere on www.Teamogy.com in the lower right corner) and you will get prompt reply.

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