Help CenterThe Cost Centers module enables you to define and manage the financial divisions of your organization, allowing precise tracking.
Each cost center can represents a specific project, department or business area for which costs can be recorded and analyzed.
From this screen, authorized users can create, edit and maintain cost centers to ensure accurate financial control and reporting.
The Cost Centers screen displays a table listing all existing cost centers, organized by key financial and structural attributes such as Domain, Cluster and Company. This layout provides a clear overview of how costs are grouped and managed within the organization.
Each column provides key information that helps categorize and identify cost centers within the organization:
- Name - Displays the name or title of the cost center.
- Domain - Represents the high-level financial category or area to which the cost center belongs (e.g. Projects, Compensation, Marketing, Benefits & Income).
Domains help group related cost centers under common financial umbrellas. - Cluster - Defines a sub-category or functional group within the domain (e.g., Private Funds, Communication & Advertising, Payroll Benefits).
Clusters allow for finer segmentation of costs for more detailed analysis. - Companies - Indicates which company or companies the cost center applies to.
Main Features
Add Cost Center
Selecting Add Cost Center opens a creation window where you can define the attributes of the new cost center.
| Field | Description | Notes |
| Import Proposal | Allows importing proposals for creating a cost center. | Optional field. |
| Name* | Defines the official name of the cost center . | Required field. |
| Domain | Indicates the mainoperational category under which the cost center falls (e.g., Projects, Compensation, Marketing). | Helps group related cost centers for reporting and analysis. Must be predefined in the cost center settings. |
| Cluster | Specifies a subcategory or group within the selected domain | Provides greater detail for cost center. Must be predefined in the cost center settings. |
| Companies | Identifies the company or companies to which the cost center applies. | Default option: Tenant-Wide (applies across entities). |
| Currency* | Determines the reporting and transaction currency for the cost center (e.g., EUR, USD). | Required field. Must be predefined in the general settings. |
Mandatory fields are marked with a red asterisk (*).
At the bottom of the window, the following actions are available:
- Cancel – closes the form without saving any changes;
- Save and New – saves the current record and immediately opens a new blank form to register another cost center;
- Save – saves the record and closes the modal.
Once saved, the cost center becomes immediately available in the list and can be used for cost allocation and financial reporting.
Refresh
The Refresh button reloads the cost center list ensuring that all recent changes are displayed.
This feature is useful after creating, editing or deleting records.
Include Deleted
The Include Deleted toggle (set to No by default) allows users to view or hide accounts that have been deleted.
Changing it to Yes displays both active and deleted records for audit or recovery purposes.
Export
The Export option enables the export of visible data into different formats (such as Excel, PDF or CSV) facilitating external analysis and reporting.
Only the currently displayed columns are exported respecting the active filters.
Columns
Through the Columns button users can add or remove columns in the table. This customization allows the interface to be adapted to the specific needs of each user.
Columns can also be reordered using drag and drop by moving the column header to the desired position.
Column Sorting
By clicking any column header users can sort the results in ascending or descending order.
A small arrow icon next to the column name indicates the current sorting direction.
Column Filters
Each column header includes a filter icon that opens a contextual filtering menu.
This allows users to search within that specific column using different matching criteria like:
- Starts With – displays only records beginning with the entered value;
- Contains – finds all records that include the value anywhere in the field;
- Equals – shows exact matches only;
- Ends With – filters results that end with the entered value.
After selecting the desired condition enter the value and click Filter to apply the filter.
Click Clear to remove it and restore the full list.
Pagination
At the bottom of the screen users can control the number of items per page and navigate through pages using the forward and backward arrows. This makes it easier to browse extensive cost center lists efficiently.
Access to Cost Center Details
To access the Cost Center Details Screen simply click on the cost center's name or the corresponding view icon.
This opens the Cost Center Detail Screen where users can review, edit and manage all information related to that cost center.