How to Add, Edit and Associate Cost Centers with Locations
Add Cost Centers
A Cost Center is a number within an organization to which costs may be charged for accounting/tracking purposes. These can be associated with locations so they auto-populate during job creation.
- Click on Account -> Admin Portal
- Click on Cost Centers
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Click New
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Enter a Name
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Enter a Description (Optional)
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Click Save
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Edit a Cost Center:
- Click on the Cost Center you wish to edit
- Make necessary changes
- Save
Associate a Cost Center to a location
- Navigate to the locations tab.
- Search for the location you wish to associate with the cost center (or add a new location).
- Click on the location row to edit it
- In the cost center field, select the correct cost center
- Click on Save