Accounts module overview

The Accounts module organizes accounts and cost centers into a hierarchy that mirrors your organization's financial structure. It is most often used by Finance and Accounting teams to review and report on utility costs.

Create your accounts and cost center hierarchy

Cost centers let you group accounts together and can mirror the facilities tree or your organization's financial structure. You can create multiple levels by adding cost centers under cost centers.

Options for organizing your accounts hierarchy:

• In the application, in the Accounts module using All Cost Centers or All Accounts.
• Update accounts spreadsheet
  Easily move accounts to a different cost center.
• Update cost center spreadsheet
  Change the name of a cost center or move the cost center to another parent.
  
  

Types of accounts

Accounts can be vendor accounts or internal chargeback accounts.

Restrict access

If you want to restrict access to the Accounts module for specific roles, you can hide the Accounts module by updating the role permissions. This ensures only authorized users can access or interact with accounts and cost centers.

Accounts module menu

The Accounts module menu (three stacked lines at the top of the hierarchy panel) contains settings for the Accounts module. These settings include configuring custom fields, showing inactive accounts, and controlling how the tree is displayed. The table below explains each option.

Module menu information