Cost Centres

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Cost Centre Settings

When setting up the Cost Centre Settings you are defining the default cost centres for all new Jobs created.
Users still have the ability to override the default cost centres on a job by job basis.

Preliminary Setup for Cost Centres

Before setting up your default cost centres, you may want to check the Cost Centre drop down to see if the cost centre you want exists. You will need to add any further cost centres to the Code Library.

  1. Select the Maintenance TAB.
  2. Select the Code Library folder.
  3. Search for Cost Centre.
  4. Select Cost Centre from the search results.
  5. Select the Codes folder.
  6. Select the create button.
  7. Enter the Code name, this is the Cost Centre name (There is no need to fill in the Code field as this is autogenerated)
  8. Select the Save button.

Important Notes

  • If you are looking to setup 1x cost centre, you should select a cost centre for the Cost Centre 1 drop down and ensure you have 100% in the Cost Centre 1 % Split field. This tells the system that there is no split and that 100% of the cost is associated with the one cost centre.
  • If you are looking to setup multiple cost centres, you should select a cost centre for the Cost Centre 1 drop down and Cost Centre 2 drop down and ensure that you have a value in Cost Centre 1 % Split field and Cost Centre 2 % Split field.
    The values in Cost Centre 1 % Split field and Cost Centre 2 % Split field must not add up to over 100%
    Correct Example: Cost Centre 1 % Split 80% and Cost Centre 2 % Split 20%

Setting up Cost Centres

  1. Select the Maintenance TAB.
  2. Select the Cost Centre Settings folder.
  3. Select a Cost Centre from the drop down for Cost Centre 1.
  4. Enter a percentage of cost for Cost Centre 1 % Split.
  5. Select the Save button.

Fields marked in bold are mandatory and must be filled in before the benefit can be saved


Cost Centre Fields Explained

Field Name Description
Cost Centre 1 Description of the main cost centre
Cost Centre 2 Description of a secondary cost centre
Cost Centre 1 % Split The percentage value of cost that Cost Centre 1 is responsible for
Cost Centre 2 % Split The percentage value of cost that Cost Centre 2 is responsible for

 

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