Cost Center Management

Overview

Cost Centers Management lets you manage and maintain cost centers directly from the Finout console. You can rename cost centers, filter and search the list, view additional metadata, and deactivate cost centers in a self-serve way, without involving Support for routine changes.

1. Cost Center Status: A cost center can be either active or inactive. A cost center becomes inactive by deactivating it; see Deactivate Cost Center below.

   1. Navigate to Settings > Cost Centers.

      
   2. Click Cost Center Status.

      
   3. Mark to show Active, Inactive, or both.

2. Cost Center:

   1. Navigate to Settings > Cost Centers.

      
   2. Under Cost Center, Mark the cost center type that you want to filter.

      
3. Connection Status:

   1. Navigate to Settings > Cost Centers.

      
   2. Under Connection status, choose Connected, Pending or N/A.

4. Search:

   1. Navigate to Settings > Cost Centers.

      
   2. Use the free text to search the cost centers name.

5. Edit name:

   1. Navigate to Settings > Cost Centers.

      
   2. Click and edit the name.

   
6. Deactivate Cost Center: A cost center can be either active or inactive. A cost center becomes inactive by deactivating it. This stops new data from syncing to the selected cost center, but your existing cost center data remains available. You can not manually delete a cost center from the Cost Center Management page; to delete a cost center, contact Finout support at [email protected].

   1. Navigate to Settings > Cost Centers.

      
   2. Click and then click Deactivate Cost Center.

      
   3. Click Deactivate. The cost center is deactivated. It stays in the cost center management page as Inactive.

7. Add Cost Center: See Cloud Services and Third Party for more information on adding cost centers.