Cost centres and jobs

Step by step

1. 01Open “Settings” › “Cost centres” and turn “Cost centres” on. Turn on “Required before issue” if no document may be issued without one.
2. 02Choose “Add a cost centre” and fill in its code, its prefix (two to four capital letters, used by #centre# in a number) and its name. Choose “Save”.
3. 03Under “Jobs”, choose “Add a job” for an engagement you want to follow on its own.
4. 04On a document, pick the cost centre and the job. A document serving several cost centres gets one on each line.
5. 05In the actions of a row, edit a cost centre, archive it when it is no longer used, or delete it while no document uses it.

Related articles

• Number seriesA number is given when a document is issued, from the series of its type, with no gaps. Drafts have no number.
• Billing details, VAT mode and defaultsWhat every document says about you, whether it carries VAT, and the values a new document starts with.