As an admin, you can enable the cost center module for your business. Cost centers can be added manually or in bulk. Users will be able to select the required cost center on their expense forms. You can choose to enable and disable cost centers as needed.
To begin select the gear icon in the top right corner.
Enable the cost centers module
To start adding cost centers, you need to enable the settings for your business.
From the left side-panel, select Expenses and select Cost centers.
Select Enable.
The cost center settings are now enabled.
Add cost centers individually
Select Add cost center to add a cost center by filling in individual details.
In the pop-up box that opens, fill in the required details. Name is a mandatory field but the rest are optional.
Select Add cost center to finish.
The cost center will be added to the list.
Add cost centers in bulk
Select Bulk add/update to add multiple cost centers together.
In the pop-up box that opens, select Download template. This will start an instant download to your computer of an Excel template.
Fill in the required details to the template and select Upload file to add it to the platform. The data from the template will be added to the cost centers list.
The file has preset column headers for the required cost center information.
Enable and disable cost centers
Once the cost centers are added, use the toggle buttons to enable or disable them.
Enabled cost centers are visible to your users to select on expense forms.
Disabled cost centers will not be visible to your users.
To disable the cost center settings, select the Disable button in the top-right corner.
Note: If the cost center module is disabled, users can not view the form field for cost centers. The details will not be captured on expense forms.
If you have any more questions about enabling and adding cost centers, reach out to our support team at support@capitalone-fylehq.com.