You have the option the tag a transaction within a particular cost centre in addition to an expenditure category. By default, they are not compulsory, however, they can be made compulsory if required.
If a cost centre is selected on a transaction, reports can be run against that cost centre if required.
Adding a Cost Centre
Enter the name of the cost centre into the box labelled ‘New Cost Centre’ and then click the ‘Add’ button.
Make Cost Centre compulsory
You are able to make selecting a cost centre mandatory for all transactions. To do this, click on the blue ‘Make compulsory’ button.
De-activating a Cost Centre
To deactivate a cost centre, untick the relevant box in the ‘Active’ column. This will remove the cost centre so that it cannot be selected for any new transactions added to the platform. However, you can still run reports on cost centres even if they are inactive. Existing transactions assigned with de-activated cost centres will be unaffected.
Edit a Cost Centre
Double-click the name of the cost centre to edit
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