How To: Add or Update a Cost Center

How To: Add or Update a Cost Center

When cost center changes are needed, admins can modify existing cost centers or create new ones. 

On the Home dashboard, hover over the Admin Tools icon and select Update Cost Centers / Default Managers.
If you do not see this option on your dashboard, navigate to Main Menu > Settings > Global Setup > Cost Centers

    

Click on Edit Tree (pencil icon) for the cost center tree you need to update. 

Update an Existing Cost Center
Drill down to the cost center you need to update and click on the name of the cost center to open the Cost Center settings. 


Make changes to the applicable settings. Some common changes include Cost Center Name, GL Code, Manager Settings, and/or Cost Center Managers. 


Click Save to save your changes. 


Add a New Cost Center
In the cost center tree, drill down to a cost center within the same level that you are adding a new one. 


Click on the Add New (Same Level) button.


Your new cost center will appear in the cost center tree and you can now enter the settings. 


Enter the Name and GL Code. If time should be allocated to the cost center, ensure that Allow Time Allocation box is checked. If you do not want geo-fencing enabled for the cost center you can check the Override Geo-Fencing box. 


Enter the cost center Address and click Enable Geo-Fencing if you want to restrict mobile punches to that address. The distance field can be left at 0 unless you want it to differ from the company default, which is set up on the timesheet profile. 



Scroll down to Settings and assign any default managers if applicable. 



If your company is using managed cost center functionality, assign the Cost Center Manager as well.


Click Save to finish. 


 


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