Creating or editing a cost centre

Adding a cost centre



  1. First, navigate to Customers in the left-hand navigation menu and then proceed to select the customer you wish to create a charge for from the customer listings.
  2. On the Customer Details screen, click Cost Centres in the sub-navigation menu.
  3. Click the New Cost Centre button at the top-right of the Customer Charges listings page.
  4. Enter the name of the cost centre into the Name field.
  5. Once you are happy with the values you have entered, click the Create Site button at the bottom of the form to complete the process and create the cost centre.


Editing a cost centre



  1. First, navigate to Customers in the left-hand navigation menu and then proceed to select the customer you wish to edit an active charge for from the customer listings.
  2. On the Customer Details screen, click Cost Centres in the sub-navigation menu.
  3. From the cost centre listings, find the cost centre you wish to edit and click its respective Edit button in the Actions column.
  4. Edit the Name field as required.
  5. Once you are happy with the values you have entered, click the Save changes button at the bottom of the form to complete the process and submit your changes.
Updated on 2017-05-10 15:40:41 +0100

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