Create a new cost centre
Depending on how your system is set up - a cost centre in the system may or may not be integrated with your finance system - but you would still be able to use the field
Cost centres require Branches extension to be installed, and only currently work with MYOB Account Right
- Click on Tools → Site Configuration
- From the integration heading - click on the ‘Cost Centres’ Button
- There will be three fields to complete:
a. Name - The name of the cost centre
b. Branch - From the drop down select the related branch you want to associate with the cost centre
c. Account Code - The code relevant for the cost centre - The select ‘Create cost centre’ button - and this will now be setup to use accordingly
Set the cost centre on a task
- You need to ensure your cost centres have been set up before being able to add them to tasks
- This can be done when setting up a task or revisiting a task and adding it in later
- Find the task you want to add it into whether from the task list or through the property and using the ‘Task’ button
- Select ‘Edit’ next to the task you wish to add the cost centre for
- Under the Assignments heading you will be able to start typing the cost centre in the relevant field and it will act as a filter until you see the correct centre
