Adding Cost Centres

The following describes how to add one or more cost centres to an existing Customer.

Implementation

1. Access the Cost Centres list for the intended Customer.
   How do I view the list of cost centres for a specific Customer?

   1. Access the resources page for the intended Customer.

      How do I access resources for a specific Customer?

      1. Access the details page for the intended Customer.

         How do I access the details of a specific Customer?

         1. Type the Customer’s name into the search field at the top of any page.
         2. Click the intended Customer in the search results. This opens the Customer Details page.

      2. Select the Customer Resources tab.

   2. Click the Cost Centres hyperlink.

2. Scroll down to the Add New Cost Centres section.
3. Type a Name and, optionally, a shorthand Code for up to five new cost centres into the fields provided.
4. Click Add New Cost Centres to finalise the addition(s). These will now appear in the Existing Cost Centres section at the top of the page.
5. If needed, repeat this process to add up to five more at a time, until you have all the cost centres needed for the Customer.