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| − | {{DISPLAYTITLE: Cardline-based Cost Centres}}
| + | =This Content Has Moved House= |
| − | =Overview= | |
| − | 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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| − | '''''Important Note:''''' Some cardlines cannot be edited, such as usage cardlines. If this is the case, there will be no magnifying glass icon available next to the cardline. Cardlines that cannot be edited cannot have a cost centre applied to it directly.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | [[file:Cardline-no-edit.png]] | + | 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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| − | = Setting Cardline Cost Centres =
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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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| − | * Nav: '''Finance > Accounts Receivable > Pending Cardlines'''
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| − | To apply a cost centre to an existing cardline:
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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|1600px|]]
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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 remove the cardline from the invoice, apply the cost centre, then add the cardline back to the invoice.
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| − | To apply a cost centre against a new cardline, create a new cardline via the usual method. For each cost centre type, select the value from the drop down list.
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| − | [[file:New-unallocated-cardline-with-cost-centre.png]] | |
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| − | = See Also =
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| − | * [[Cost Centres/Standard Invoice Presentation|Cost Centre Invoice Samples]]
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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.
