Difference between revisions of "Cost Centres/Cardline Cost Centres"

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(→‎Setting Cardline Cost Centres)
 
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{{DISPLAYTITLE: Cardline-based Cost Centres}}
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=This Content Has Moved House=
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=Overview=
 
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Emersion's support for cost centres include a list of cost centre types with values that can be set at different levels, including:
 
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* an account
 
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* a package
 
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* a service
 
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* a cardline.
 
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This article covers ledger cardline-level cost centres.
 
  
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= Setting Cardline Cost Centres =
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
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Users can assign a cost centre to a cardline within the '''Pending Cardlines''' pages. These are located at the following locations:
 
  
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* Nav: '''Customer > Pending Cardlines'''
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We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
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* Nav: '''Finance > Accounts Receivable > Pending Cardlines'''
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[https://resources.emersion.com/display/EKB/Cost+Centres Take me to the Emersion Knowledge Base article]
  
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To apply a cost centre to a cardline:
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[[file:new_home_sm.jpg|900px]]
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1. Search and locate the cardline that will have a cost centre applied.<br />
 
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2. Click on the magnifying icon to inspect the cardline.
 
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[[file:Cs-pending-cardline.png|1200px|]]
 
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3. For each cost centre type, assign the cost centre.<br />
 
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4. Press the '''Update Cost Centres''' button to save the change.
 
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Users cannot allocate the cardline a cost centre once the cardline is allocated to an invoice, regardless of whether the invoice is still pending or approved. To apply a cost centre to a cardline that is on a pending invoice, the user must deallocate the cardline from the invoice, apply the cost centre, then reallocate the cardline to the invoice.
 

Latest revision as of 11:48, 22 April 2020

This Content Has Moved House

This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.

We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.

Take me to the Emersion Knowledge Base article

New home sm.jpg

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