📕Setup - Cost Centers

Last updated: September 23, 2026

Overview

Cost Centers are divisions within a business that costs can be allocated toward. Examples include Assembly, Warehouse, Research, etc.

Prerequisites & Preparation

  • Required Permissions: System Manager or Administrator

Step-by-Step Configuration

  1. Navigate to the Menu: Go to Setup > Cost Centers.

  2. Initiate Creation: Click Add New in the upper right corner of the Cost Center bar.

  3. Enter Details:

    • Code: Enter a code. Codes are locked once saved — they can be inactivated, but not deleted.

    • Cost Center Description: Enter a description. Choose one that is common within the workplace and understood throughout.

  4. Define Attributes:

    • Status: Make sure Inactive is unchecked.

  5. Save & Finalize: Click Save.