Managing Cost Centers

Manage cost centers and sub-cost centers with the Cost Centers form. Your organization can use cost centers and sub-cost centers to track different things. For example, some organizations use these to track sales offices, and assign each of their clients to their associated office. Sub-cost centers are not linked to a specific cost center, allowing your organization more flexibility in using this feature.

To access this form:

Click

(Back Office).

From System|Change, select Cost Centers.

Complete these fields as required:

Field	Description
Cost Center ID	Enter an ID or click this field to search for existing cost centers. For new cost centers, enter text that is brief but descriptive, such as NE for Northeast. When searching for an existing cost center, in the Search Cost Centers dialog, select a cost center from the list or enter the Cost Center ID or Cost Center Name in the Refine Search section, then click Refine.
Cost Center Name	Name for the cost center.
Sub-Cost Center	Select if this is a sub-cost center. Note: You can add an Invoice Logo override to a sub-cost center using the Report Print Options form. (See Configuring an Invoice Logo Override for Sub-Cost Centers.)

Field

Description

Cost Center ID

Enter an ID or click this field to search for existing cost centers.

For new cost centers, enter text that is brief but descriptive, such as NE for Northeast.
When searching for an existing cost center, in the Search Cost Centers dialog, select a cost center from the list or enter the Cost Center ID or Cost Center Name in the Refine Search section, then click Refine.

Cost Center Name

Name for the cost center.

Sub-Cost Center

Select if this is a sub-cost center.

Note: You can add an Invoice Logo override to a sub-cost center using the Report Print Options form. (See Configuring an Invoice Logo Override for Sub-Cost Centers.)

Click Save.