Help CenterBefore creating a new cost center it’s important to ensure that the configurations are properly set up in the system.
These settings define how financial and analytical data will behave, ensuring that every cost center operates consistently and aligns with your organization’s structure and reporting standards.
Configuration Access
All cost center-related configurations are managed centrally within the Control Center.
From this area, system administrators (or any other authorized profile) can define and adjust all parameters.
⚠️ Access to the Control Center may be restricted based on user profile and permissions.
Required Configurations
Cost Center Domain - The main business category that organizes cost centers according to their strategic purpose.
Cost Center Cluster - Provides a secondary level of classification under each domain, enabling a more detailed breakdown of cost centers and easier data segmentation.
Currency - List of currencies available.
Exchange Rates Types - Specify the methodology used for currency conversions, clarifying whether rates are fixed, floating, or managed according to internal or market criteria.
Common functionalities across Control Center
All tables within the Control Center configurations share a standardized set of features designed to ensure consistency, usability, and efficiency across the platform.
These common functionalities provide users with a familiar and intuitive experience, simplifying daily operations, improving data accuracy, and supporting seamless system navigation.
Across all configuration screens, users can:
Refresh
The Refresh button reloads the 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.
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 lists efficiently.
Access to Details
To access the Details Screen simply click on the name or the corresponding view icon.