Shop costs and company overhead

Steps

1. Assign a shared expense to Company / shop overhead.
2. Company overhead uses expense dates and the selected reporting year. Paid-expense cash activity uses settlement dates instead.
3. Overhead is already included in total expenses; it is not automatically deducted from each job forecast. An overhead allowance in an estimate affects pricing, not expense records.

Check that it worked

Verify the saved entries and related cost totals.

Still stuck?

Save a backup and export a diagnostic report if records do not match.