What You'll Learn
Cost centres help you track income and expenses across specific departments or projects with greater precision. This article shows you how to create cost centres, apply them to tasks and quotes, and use them with your accounting integration.
Before You Begin
Requirements:
The Cost Centres module must be enabled in your workspace. If you don't see Cost Centres in your main menu, contact [email protected]
Permission needed: Can change site configuration settings
What Are Cost Centres?
Cost centres in Uptick let you associate expenses and revenue to specific departments or projects. Once enabled, cost centres become mandatory fields on various tasks and modules throughout the platform.
Key benefits:
Track income and expenses by department or project
Link tracking categories from your accounting software
Set specific income and expense account codes that override default settings
Create a Cost Centre
Go to Control Panel > Cost Centres
Click + Add (or select an existing cost centre to edit)
Fill in the required and optional fields (see below)
Click Create Cost Centre or Update Cost Centre
Required Field
Name: The name of the cost centre
Optional Fields
Is Active: Turn on or off to control whether this cost centre can be used
Branch: Specify which branch can use this cost centre (only available when Branches are enabled)
Task Category: Choose the task category where this cost centre should be available
Income Account Code: The account code used for invoices when no code is set at the product level
Expense Account Code: The account code used for purchase order bills when no code is set at the product level
Tracking Category: Map to tracking categories synced from your accounting integration (available only for the default accounting integration)
Default: Turn on to automatically apply this cost centre based on branch, task category, or both. Only one default can exist per branch and task category combination
⚠️ QuickBooks
Unlike other accounting integrations, QuickBooks requires that income and expense account codes are defined at the product level, not at the cost centre level. This is because QuickBooks uses Products/Services to control account codes rather than applying them directly to line items.
For QuickBooks integrations:
Set income and expense account codes directly on your products in the Product Catalog
Use the Tracking Category (Class) field on cost centres to organize financial data
The account codes entered in the Income/Expense fields on cost centres will not affect how transactions are posted to QuickBooks
Apply Cost Centres to Tasks and Defect Quotes
Automatic Application
If a cost centre is marked as Default, it will automatically apply to:
Relevant tasks
Defect quotes (which follow the same rules as repair tasks)
Manual Selection
If no default cost centre is set, you'll need to select one when creating:
Update Cost Centres
You can change the cost centre on existing tasks and quotes by:
Clicking Update on the individual task or defect quote
Using the Bulk Edit tool on the relevant pages
How Cost Centre and Product Account Codes Work Together
When creating invoices, Uptick combines account codes from your products and cost centres:
The rule: Product account codes take priority, but cost centre codes can combine with them by replacing the tail end.
Example:
Product income account code: 10
Cost centre income account code: 200
Final invoice line item code: 210
Note: This does not apply to QuickBooks integrations. See the warning above.
Next Steps
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