Admin: Cost Centers Page

Cost Centers are used to group spending for accounting purposes. Cost centers can be restricted to a department and/or a client site to ensure accuracy when used or assigned to a job title or worker.

Watch the video tutorial here:

 

Step-by-step instructions:

  1. To create a cost center, choose Admin - Cost Center from the left sidebar.
  2. The Cost Centers grid will display Active Cost Centers by default.  To view inactive Cost Centers, enable the toggle to populate all Cost Centers.   
  3. By selecting the column chooser, you can add/remove columns to this page, click the header of any column to sort against that column, and click and drag a column to a different position.  
  4.  Once you set your filters and columns, click Export to extract your data for reporting purposes. 
  5. To add a new Cost Center, click +Add Cost Center at the top right-hand corner of the page.   
  6. Enter the required fields (*) and any additional information associated with this cost center.  Be sure to restrict it to the applicable site(s). Click Add Cost Center button to save your changes.
  7. If you need to update an existing cost center,select the name of the cost center and make any applicable changes. 

If you need additional assistance creating a Cost Center, please contact SimpleVMS support at 888-255-8918 ext.2 or support@simplevms.com.