Once the cost centers for your organization have been added, as an admin, you can control the visibility of the cost centers. You can allow all cost centers to be visible to all your users or only keep the cost centers visible based on the departments assigned to the user.
In order to manage the visibility of cost centers based on the user's departments, you can follow the steps mentioned below:
Navigate to admin settings by clicking on the gear icon in the top right corner of your screen, next to your profile.
From the left-hand sidebar select Organization and click on Departments.
Click on the department required.
In the Edit Department box that opened, scroll to the bottom and click on the link beside Set cost centers for all employees under this department at once.
In a new tab, you will be taken to the Manage Employees section and the list of users under the selected department will be populated in the list.
Click on a user's name to begin.
In the Edit Employee box, scroll down to Expense Details. Under Allowed Cost Centers select the required cost centers for the user from the drop-down menu using the checkboxes.
Click on Save to record the changes.
The user will only be able to view the selected cost centers while filling out the expense form.
Following the steps mentioned, you can manage the visibility of cost centers based on the departments a user is assigned to.
To learn more about how to restrict expense categories based on projects, click here.