Cost Centres
The Cost Centres section enables users to define and manage the departments or business units that incur costs across the platform. This setup is fundamental for accurate financial tracking, budgeting, and reporting across various modules, including styles, orders, and claims.
Cost centres represent distinct departments or business units—such as marketing, production, or logistics—that incur expenses. By managing these centrally, teams can standardise cost allocation, budgeting, and financial reporting across all procurement-related activities.
The Cost Centres section allows you to create a consistent set of cost areas that can be used across styles, orders, and claims. This configuration helps ensure that financial activity is correctly assigned and that critical cost data remains traceable throughout the platform for better budgeting and forecasting.
Quick Check - Before You Start
- Map cost centres to your finance chart of accounts or internal departments before typing ad-hoc names.
- Confirm you can access Site Settings › Company › Cost Centre and use Filter for enabled vs disabled rows.
- If a centre was ever charged on a style, order, or claim, Disable instead of delete to protect historical allocation.
Managing Cost Centres
Add Cost Centre
- Click the Add New button at the top left.
- Enter the name or description for the new cost centre in the pop-up form.
- Click Save to add it to the list.
Edit Cost Centre
- Click the pen icon next to the cost centre you'd like to modify.
- Make the required updates in the pop-up window.
- Click Save to apply the changes.
Delete Cost Centre
- Single delete: Click the trashcan icon next to a cost centre and confirm the deletion.
- Bulk delete: Use checkboxes to select multiple cost centres, then click the main delete icon that appears and confirm deletion.
Disable Cost Centre
- If a cost centre is no longer active but needs to be retained for historical data, change its status from Enabled to Disabled.
- This can be done directly by clicking the Status column, and selecting Disable.
Best Practice
It is best practice to Disable cost centres that have been used previously. Deleting a cost centre with historical associations can lead to data inconsistencies in other modules.
Other Actions
- Filter – View cost centres by status (Enabled or Disabled).
- History – Export a detailed log of cost centre changes and version history for auditing purposes.
- Export – Download the complete list of cost centres in
.xlsxformat.
Table Flexibility
Users can tailor the table layout using the following controls:
| Feature | Description |
|---|---|
| Sort by Ascending or Descending | Reorder cost centres by clicking on any column header. |
| Pin Column | Lock important columns in place while scrolling. |
| Autosize This Column | Automatically resize the specific column to fit its content. |
| Autosize All Columns | Applies autosizing on all columns. |
| Choose Columns | Show or hide individual table columns. |
| Reset Columns | Return the table to the default configuration. |
Tip
- Align cost centres with your organisation's official financial structure or chart of accounts for seamless integration with accounting systems.
- Disable unused cost centres instead of deleting them to retain historical context and maintain audit trails.
- Use exports for financial reviews and audits to track cost centre usage and budgeting alignment.
- Regularly review the cost centre list to ensure it aligns with current operations and departmental structure.
- Document cost centre purposes and associated departments to help team members understand their use in costing and reporting.
Troubleshooting
Why can I not delete a cost centre?
Records that were referenced in transactions may block deletion to keep budgets and reports intact.
Steps to resolve:
- Use Disable via the Status column as described in Disable Cost Centre.
- Run Export to confirm no active workflows still require that code before asking for a data cleanup.
Why did my disable action not stick?
Status changes save per row; bulk views may need a refresh.
Steps to resolve:
- Click the Status cell again and choose Disable or Enable explicitly.
- Clear Filter to All to verify the row’s current state.
How do I prove who changed cost centre names?
History stores administrative edits for audit.
Steps to resolve:
- Download History for the period under review.
- Align timestamps with your change-management tickets if required.