Documentation for All Versions

Download a PDF Version

Current Documentation for EnergyCAP Online

This Documentation relates to 3.1.
If you are using a different version, please view the Documentation for All Versions and select the relevant version.

Skip to end of metadata
Go to start of metadata

Description

A Cost Center is a group or collection of related accounts. Cost Centers are used to organize vendor accounts in a hierarchy representing your organization's financial structure. Cost Centers also provide a way of reporting and viewing energy use and cost data related to groups of accounts. Cost Centers can contain other Cost Centers, as well as individual accounts.

This section will...

  • describe the process for adding a cost center.

Prerequisites

  • The ability to add cost centers requires permission associated with the following User Roles:

    •  Administration Full Access

    •  Bill Entry & Account Setup

Step-by-Step

  1. Select Accounts from the Main Menu. The Accounts Tree View will be displayed on the left.

  2. Click the Add button below the Tree View. Click the Add Cost Center menu option.

       

  3. On the General tab, input the general information:

    • In the Name field, enter the display name for the Cost Center. 

    • In the Code field, a code based on the name will be automatically created. This field can be changed to any desired value. Spaces and special characters cannot be included in the Code.

       

  4. Click Finish. The Cost Center/Account Wizard will close and the new Cost Center will be added to the tree hierarchy.

Rules & Restrictions

  • A Cost Center can only be placed under another Cost Center. This includes the topmost Cost Center listed on the tree. 

     

 

 

  • No labels