Cost centers are useful to help link expenses to a certain department or location. You can add cost centers as required and enable or disable them based on your usage.
Add Cost Centers
In order to add new cost centers, click on the gear icon next to your profile, on the top right corner of your screen to go to Admin settings.
From the left-hand sidebar, click on Organization and select Cost Centers. You can add cost centers individually or in bulk. Select your preference by clicking on the required button.
Add Cost Center
This will take you to an Add Cost Center form where you can fill in details for the cost center.
Fields marked with an asterisk are mandatory to be filled without which the cost center will not be saved. Once you have filled in the details click on the Add Cost Center button.
The cost center will be added to the list and you can use the Search bar to search for a particular cost center.
Bulk Add/Update Cost Centers
Click on the Download Template button to instantly download an Excel template in which you can fill in the cost center details.
Once filled in, click on Upload File to upload the template. Once the file is uploaded, the data will populate under the cost centers list.
Disable Cost Centers
If a cost center is no longer in use and you do not want it to show as an option on the expense forms, you can disable it by toggling it to No.
To re-enable it, use the same step to toggle it to Yes.
If you wish to disable cost centers entirely, click on the Disable cost center module button on the top right side above the cost centers list.
Following the steps mentioned, you should be able to add, enable and disable cost centers for your organization.
To learn more about how to add projects, click here.