Help CenterPurpose
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). |
|
| 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 populate a cost center with a predefined structure of items instead of creating them manually one by one.
This feature is particularly useful when your organization already has standardized cost center structures, for example for projects, departments, or recurring expense categories.
Option 1: Import from Cost Center Template
Select Import Cost Center Template.
When a template is selected, the system opens a second window displaying the details of the available Cost Center Templates.
After choosing a template, a preview of the inherited structure is displayed, allowing you to review the items before importing them.
Once confirmed, the selected structure is copied into the current cost center. Any changes made afterward apply only to the current cost center. The original template remains unchanged.
Option 2: import from Existing Cost Center
Alternatively, select Add and then choose Add from Existing Cost Center.
The system opens a window where you can select an existing cost center to use as the source.
After selecting the cost center, a preview of its structure is displayed, allowing you to review the items before importing them.
Once confirmed, the selected structure is copied into the current cost center. Any subsequent changes affect only the current cost center. The original source cost center remains unchanged.
When selected, the system opens a window where you can choose Add and New or Add from available Import Cost Center.
After selecting a template, a preview of the inherited structure is displayed, allowing you to review 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.
Related Articles:
Cost Center - Templates Management View
Cost Center - Templates Details
Cost Center - Management View
Cost Center - Details
Cost Center - Summary
Cost Center - Exchange Rates
Cost Center - Setup