Cost center overview

Cost centers are folders that group accounts. Each cost center can hold one or more accounts.

You can nest cost centers to match your organization's financial structure.

To restrict user access, assign them one or more topmost cost centers. Users will only see data within those cost centers and nothing above them in the hierarchy.

This screenshot is an example of setting the topmosts for a user in the Accounting tree.

You cannot edit your topmost place, cost center, or site.

For the example shown below, if your topmost place is City Leased, you can't change any of the properties for the City Leased cost center.

account tree

Creating a hierarchy lets you quickly view subtotaled use, cost, and trends.

Reports

You can download popular configured reports (quick reports) without leaving the Accounts module.

The filters used to create the report are listed on the last report page and set for you when you use Configure Advanced Options.

Manage cost centers

  • Create cost centers within the Accounts module with the Actions menu.
  • Create cost centers with a spreadsheet.
  • Edit cost centers with the Actions menu or an update cost centers spreadsheet.