Difference between revisions of "Admin/Cost Centres"

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{{DISPLAYTITLE:Cost Centre Types for Service Providers}}
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= Overview =
 
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This screen appears for service providers subscribing to the Cost Centre module. This page is where service providers create and maintain cost centre types used across in the system.
 
  
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To access this screen:
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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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Nav: '''Admin > Cost Centre'''
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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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[https://resources.emersion.com/display/EKB/Cost+Centres Take me to the Emersion Knowledge Base article]
  
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[[file:Cost-centre-types-list.png|1600px|]]
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The Cost Centre Types list screen shows all cost centre types created for the service provider. They can be enabled or disabled via this screen.
 
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== Create a New Cost Centre Type ==
 
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To create a new Cost Centre Type:
 
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Press the '''Add New Cost Centre Type''' button.
 
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The fields are
 
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;Name
 
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This will be displayed on the customer's invoice.
 
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;Description
 
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Enter a description. This is for internal purposes and will not show on a customer's invoice.
 
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;Display Order
 
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This field can be used to order the display of the cost centre types on the cost centre tab under package or service subscriptions. Enter 1 for 1st place, 2 for 2nd place, and so on.
 
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;Status
 
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Check the box to enable the cost centre type to be available. Un tick to hide the cost centre type so it cannot be used.
 
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Press '''Submit''' to save the new type.
 
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Once the cost centre type is saved, the user will be taken to the main page of the new type and be prompted to create a cost centre. The cost centre will be assigned a ''key'' that will be uneditable.
 
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[[file:Cost-centre-type-cs-list.png|1400px|]]
 
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== Editing Cost Centre Types ==
 
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To edit a cost centre type:
 
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# Start from the Cost Centre Types List screen
 
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# Click the ID of the cost centre type to be changed.
 
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# Click the '''Edit''' button to put the page into EDIT mode.
 
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# Modify the fields
 
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# Press '''Submit'''.
 
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=See Also=
 
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* [[Cost_Centres|The Cost Centre Module]]
 

Latest revision as of 11:49, 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

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