Overhead management

The management ofoverheadallows you to centralize and analyze all expenses related todaily operationsof the company. This feature providescomplete and detailed viewloads, thus allowing betterfinancial monitoringand onecost optimization.

Main Actions Available

In the overhead interface, users have the option to:
1⃣Adda new expense.
2⃣To modifyan existing expense.
3⃣DELETEan expense.
4⃣To consultthe details of an expense.

Adding a General Charge

This action allows you to record a new expense in the system.

Steps to add overhead

Click on the green button ""located at the top right.

Fill in the required information:

• Code→ Unique fee reference.

• Wording→ Description of general costs.

• Date→ Date of the expense.

• OverheadType→ Ex: PENALTY, PARKING, TAXES...

• Amount excluding tax→ Amount excluding taxes.

• VAT→ Applicable VAT rate.

• Amount including tax→ Amount all taxes included.

• Payment type→ Payment method used.

• Attachment→ Attach an invoice or proof (optional).

• User→ Person who entered the expense.

Click on the green button ""at the top right to open the add form.

2⃣Complete the required fields:

• Code→ Unique fee reference.

• Wording→ Description of general costs.

• Date→ Date on which the expense is recorded.

• OverheadType→ Example: PENALTY, PARKING, TAXES, etc.

• Amount excluding tax→ Amount excluding taxes.

• VAT→ Applicable VAT rate.

• Amount including tax→ Amount all taxes included.

• Payment type→ Means used (Ex: Transfer, Cash, Check, etc.).

• Attachment(optional) → Add an invoice or proof.

​​​​​​​Activation of Recurring Charges

When adding a general charge, it is possible to activate the option“Recurring charges”.

How does it work?

By default, the option is disabled→ The expense is unique.

If enabled, an additional field"End date"* appears to indicate the validity period of the recurring charge.

Use cases for recurring charges:

Monthly rents→ Ex: Payment of office rent.
Maintenance contracts→ Ex: Subscription to a maintenance service.
Insurance→ Ex: Payment of an annual insurance premium.

Validate the recordingto save the information.

Changing a General Charge

If an expense needs to be corrected or updated, it is possible to modify its details.

How to modify an expense?

Locate the line of the expense to modify.

Click on the menu"..."(three points to the left of the line).

Select“To modify”.

Update the necessary fields.

Validate the changes.

Removal of an overhead

An expense can be removed if it is incorrect or no longer necessary.

Steps to delete an expense

Click on the menu"..."at the start of the line.

Select“DELETE”.

Confirm deletion. This action is irreversible!

Viewing the details of a general charge

Managers can view all information related to a specific expense.

How to consult a general charge?

Open menu"..."opposite the line concerned.

Select“To consult”.

A window will display all the fee information, including attachments if available.

Advantages of this Management

Financial transparency→ Clear vision of fixed and variable charges.
Optimisation des coûts→ Identification des dépenses superflues.
Centralisation des données→ Facilité d’accès et d’analyse.
Suivi détaillé→ Gestion améliorée des factures et paiements.

Cette gestion des frais généraux est essentiellepour le contrôle budgétaireet permet une prise de décision éclairéesur les finances de l’entreprise.