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 move an account

Accounts are organized under cost centers, not directly under buildings or sites. Moving an account means reassigning it to a different cost center in the Accounts hierarchy.

You cannot move an account directly to a building or site. Buildings and sites are part of the Sites and Meters hierarchy. Accounts belong to the Accounts hierarchy and are always assigned to a cost center.

In the Accounts module:

  1. Click All Accounts.
  2. Use the filters to find the account or accounts you want to move.
  3. Select one or more accounts from the table.
  4. Click Move.
  5. Select the destination cost center from the list.
  6. Click Move to confirm.

You can also move a single account by editing it: open the account, go to Actions › Edit Account, and update the Parent cost center field.

Steps to move a cost center

In the Accounts module:

  1. Click All Cost Centers.
  2. Select one or more cost centers from the table.
  3. Click Move.
  4. Select the new parent cost center, then click Move to confirm.

Moving a cost center moves all of its child cost centers and accounts with it.

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.