Editing Chargeback Categories

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
For the latest version of this help file can be found here.

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You create or modify chargeback categories using the chargeback category editor. The usual way to open the editor is to click New Chargeback Category or Edit in the View section of Coding Definitions | Work Orders | Chargeback Categories.

The chargeback category editor window contains the following:

Code: A brief code to identify this record. No two records may have the same code.

Description: A longer description of the chargeback category.

Cost Center (only visible if your database has an Accounting license key): The cost center to be used for any chargebacks made to this category. For more on cost centers, see Cost Centers.

Comments: Any comments you want to associate with the chargeback category.

Save: Saves the current record. The editor window stays open in case you want to make more changes to the same record.

Save & New: Saves the current record and sets up the window for you to enter a new record. Fields in the new record will be blank or set to default values.

Save & Close: Saves the current record and closes the editor window.

Cancel: Closes the window without saving any changes you've made to the record since the last time you saved. When you Save the record, the Cancel button changes to Close, indicating that you can safely close the window without losing any changes.

Close: Closes the window. This button only appears after you've saved changes with Save or before you've entered any data at all. Otherwise, the button is labeled Cancel.

For more on chargeback categories, see Chargeback Categories. For more on viewing chargeback categories, see Viewing Chargeback Categories. For more on editors in general, see Using Editors.

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