Manage cost centers and accounts

Manage and reorganize your cost centers with All Cost Centers. Use All Accounts to move or delete one or more accounts accounts. These two features are found in the Accounts module. These two features help you reorganize your Accounts module.

Managing your accounting hierarchy keeps your data organized and makes reporting easier. A well organized hierarchy saves time and gives you a clearer insight into your energy use, costs, and emissions.

The All Cost Centers or All Accounts are similar to a bill list, set your filters to find specific objects, and then move or delete them.

Use All Accounts to filter and find all the accounts from one vendor.

Steps to delete an account

In the Accounts module:

  1. Click All Accounts.
  2. Select one or more accounts from the table.
  3. Click the Delete button.
  4. Confirm the deletion by typing DELETE.

Steps to delete a cost center

In the Accounts module:

  1. Click All Cost Centers.
  2. Select one or more cost centers from the table.
  3. Click the Delete button in the table.
  4. Confirm the deletion by typing DELETE.

Deleting accounts or cost center rules

  • Any bills associated with the account are also deleted.
  • A cost center with children cannot be deleted.
  • An account involved in a chargeback process cannot be deleted.