Cost Center - Items

3 min. readlast update: 11.11.2025

The Items section displays all cost components associated with the selected cost center in a clear and hierarchical structure.
Each item represents an expense category or subcategory, allowing for granular cost tracking and reporting.

Items can also act as information aggregators - meaning they group and summarize data from their child items.
This setup allows organizations to maintain both high-level visibility (through parent aggregators) and detailed reporting (through child items).

This hierarchy ensures a balance between detailed financial tracking and high-level visibility.

Before diving into the available actions, it’s important to understand the structure of the Items table.
Each column presents key information that defines how cost items are displayed, categorized and managed.

Column Description Notes
Name The expense or cost category name (e.g., Office Expenses, Travel, Insurance).

 
The globe icon allows users to manage multilingual translations for item names.
Clicking the icon opens a translation panel where the item label can be entered or edited in multiple languages.

Code A unique accounting or internal reference.  
Attributes Behavioral flags that define how the item behaves in operational processes Attributes can be added or removed, as needed.

 

Main Features

Add New

Creates a new top-level item in the structure. Enter the Name, optional Code and select Attributes as needed.


Add Child

The option Add Child creates a sub-item directly under a selected parent. The hierarchy supports multiple levels to match complex cost breakdowns.

 

Remove Items

The Remove option allows users to delete one or multiple items from the cost center.
Items can be selected individually or in bulk using the checkboxes available on the left side of each row.

Once selected, users can choose to remove:

  • Parent items - which will automatically delete all their child items; 
  • Child items only, keeping the parent structure intact.

This functionality ensures flexible maintenance of cost center hierarchies while maintaining control over the structure’s integrity.
Deleted items are immediately removed from the list and reflected in related summaries and reports.

 

Import Template

The Import Template option allows users to quickly load a predefined structure of cost center items, rather than creating them manually one by one.
This feature is particularly useful when your organization already has standardized item hierarchies defined - for example, for projects, departments or recurring expense categories.

When selected, the system opens a window where you can choose from available Cost Center Templates.
After selecting a template, a preview of the inherited structure is displayed, allowing you to review and make any necessary adjustments before confirming the import.
All changes apply only to the current cost center - the original template remains unchanged.

 

Expand all/ Collapse all

Expands or collapses all levels of the hierarchy, allowing users to view the full tree or focus only on specific sections.

 

 

 

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