In this section you’ll learn how to manage cost centres and cost types, including creating, uploading, assigning, renaming and deleting them.
Sign in to your account and go to the tab ‘Cost centres’.
Click on ‘Create new cost centre’. Enter a name for your cost centre and click ‘Save’.
To upload cost centre details, select ‘Upload cost centres’ and upload an Excel file (.xls or .xlsx) or Text file (.txt) and click ‘Save’.
Sign in to your account and go to the tab ‘Cost types’.
Click on ‘Create new cost type’. Enter a name for your cost type and click ‘Save’.
To upload cost type details, select ‘Upload cost types’ and upload an Excel file (.xls or .xlsx) or Text file (.txt) and click ‘Save’.
Go to cost centres/types, click on the three blue dots next to the name of the cost centre/type you wish to assign.
Select ‘Assign’ and then add or delete the relevant user.
To rename the cost centre/type, click on the three blue dots next to the name of the cost centre/type you want to rename.
Select ‘Rename’, enter a new name and click ‘Save’.
To delete a cost centre/type, click on the three blue dots next to the name of the cost centre/type you want to remove. Click on ‘Delete’.
Go to ‘Settings’ in your account profile.
Here you can select if you want cost centres and cost types to be mandatory with each order. Click ‘Save’ when you’ve made your selection.
When completing the purchasing process, select the relevant cost centre and cost type to the items on the checkout page.
You can also add a new cost centre and cost type directly from this page and follow the steps as explained in ‘How to create or upload a new cost centre’.
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