Manage cost centers and accounts

Use All Cost Centers in the lower-left corner to move or delete cost centers.

Use All Accounts to move or delete one or more accounts.

These options are located at the bottom of the Accounts module, not in the module menu.

Managing your accounting hierarchy keeps data organized and improves reporting. A well-organized hierarchy saves time and provides clearer insight into energy use, costs, and emissions.

Why this matters

A clean structure reduces errors and helps teams stay aligned. When your hierarchy matches how your organization actually operates, it's easier to track spending, analyze trends, and support informed decisions.

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.