Setup
You will need the Cost centres module turned on in your workspace. If you do not see this in your main menu, reach out to [email protected].
You will also need the following permissions in your security group: Can change site configuration settings.
Click here to learn about permissions and security groups.
Cost centres allow you to track income and expenses in your accounting partner with more precision by:
Associating each cost centre with a tracking category according to your accounting partner.
Setting specific income and expense accounts that are different to the default accounting settings.
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How to create a cost centre
1. Navigate to Control Panel > Cost Centres, then click + Add or edit the existing one.
1. Navigate to Control Panel > Cost Centres, then click + Add or edit the existing one.
2. Complete the Name, Task category and Account codes fields, then click Create Cost Centre or Update Cost Centre.
2. Complete the Name, Task category and Account codes fields, then click Create Cost Centre or Update Cost Centre.
Available fields on a cost centre
Required (Name)
Required (Name)
Name: The name of the cost centre.
Optional (Is Active, Branch, Task category, Income Account Code, Expense Account Code, Tracking Category, Default)
Optional (Is Active, Branch, Task category, Income Account Code, Expense Account Code, Tracking Category, Default)
Is Active: Toggles whether or not the cost centre can be used.
Branch: Specify which branch the cost centre should be available for. Applicable only when Branches are enabled.
Task category: Select the task category for which the cost centre should be available.
Income Account Code: Provide the account code for invoices when no code is set at the product level.
Expense Account Code: Provide the account code for purchase order bills when no code is set at the product level.
Tracking Category: Select the value for each Tracking category synced from the accounting partner. The tracking categories are available only for the Default Accounting Integration.
Default: Toggle on to apply this cost centre automatically based on the branch, task category, or their combination. Only one default can exist per branch and task category combination (including cases with no branch or category)
How to set the cost centre on a task and defect quote
If a cost centre is marked as default, it will be automatically applied to relevant tasks and defect quotes (which follow the same rules as repair tasks).
If no applicable default is set, a cost centre is required when creating a callout task, repair task, or defect quote. In addition, cost centres can be manually changed by clicking Update on the task or defect quote, or updated in bulk using the Bulk Edit tool on the relevant pages.
How to combine cost centre and product account codes for invoicing
The account code on the product takes priority over the code on the cost centre. However, the product income code can be combined with the cost centre income code, replacing the tail end. For example, if the product income account code is 10 and the cost centre income account code is 200, the final account code on the invoice line item will be 210.
Recommended steps
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