03 Create Cost centres

It is obligatory to create at least ONE cost centre

  1. In the Actions menu, open Corporation configuration

  2. Open Cost centres tab

  3. Hit the + button in the upper right-hand corner to create a new cost centre

  4. Enter the name which is the only mandatory field

  5. You may define the rest of the information (optional)

  6. Save

Description serves for additional information, the information provided here is for your reference only and does not appear anywhere else.

You can assign Travel policy to the cost centre if that is a requirement.

In Managers drop-down menu, you can assign one or more managers to the cost centre. Fill this in if you set approval configuration to ‘Manager to Cost Center’, otherwise leave blank.

This step must be done after you finish creating user profiles at the end of the process.