Cost Centres

Cost centres are the groups you use to organise spend and reporting. They usually reflect a department, site, business unit, or another part of the organisation you want to report on separately.

Where cost centres fit

Add a cost centre

1. Go to Settings → Cost Centres.
2. Click Add Cost Center.
3. Enter the name.
4. Add a code if your organisation uses one.
5. Add a description if it will help people choose the right one.
6. Set the display order if needed.
7. Leave Active turned on if the cost centre is in use.
8. Click Save Cost Center.

Create a cost centre from a premise

1. Go to Settings → Cost Centres.
2. Click Add Cost Center.
3. Choose a premise from the list at the top of the form.
4. Check the pre-filled name, description, and order.
5. Save the cost centre.

This is a quick way to start the record. The cost centre still remains its own record.

Edit a cost centre

1. Go to Settings → Cost Centres.
2. Find the cost centre in the list.
3. Click Edit.
4. Update the details.
5. Click Update.

Delete a cost centre

1. Go to Settings → Cost Centres.
2. Find the cost centre you want to remove.
3. Click Delete.
4. Confirm the change.

Things to know

• Cost centres and Premises are separate records, even when they start from the same details.
• If you use cost centres in Purchasing, set them up before your team starts raising purchase orders.