Sales
How to assign a cost center to an account?
- Click on “Finance” from the main dashboard.
- Click on “Cost Centers”.
- Click on “Manage” from the top right of the page.
- Click on “Manage Cost Centers” from the list.
- Click on the bottom arrow next to the “Add Cost Center” at the top right of the page.
- Click on “Accounts Without Cost Centers”.
- The system shows the list of the accounts which are not assigned to any cost center.
- Click on “Assign Cost Center” at the right of the required account.
- Enter the required details as below:
- Cost Center: Choose the required cost center. <Note: it is required to add the needed cost centers in order to assign them to the journals, for more info please review the “Add Cost Centers ” tutorial>
- Enter the percent or the amount for the cost center.
- Auto: it is a tick box to transfer all transactions on the chosen account to the cost center automatically when it is ticked.
- Click on “Add New Line” to assign more cost centers to the journal.
- Click on “Save”.