Overhead
Overhead is time or cost that isn’t tied to a client project — marketing, business development, internal meetings, licensure training, benefits. Tracking it gives you an honest picture of where the firm’s hours and money actually go.
Set up overhead categories
Section titled “Set up overhead categories”Overhead categories let your team log non-billable time accurately. As an admin:
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Go to Settings → App Defaults and scroll to Overhead List.
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Click + New Overhead and give it a name.
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Mark it Available or Non-available, then click Create.
Log overhead time
Section titled “Log overhead time”Team members add overhead hours on their timesheet just like project time, by selecting an overhead category instead of a project.
Log overhead expenses
Section titled “Log overhead expenses”For non-project costs, add an Overhead expense: on the Expenses page, choose Overhead, pick the overhead category and an expense category, enter the amount, and mark it Reimbursable if the firm is paying the employee back. See Expenses for the full workflow.