User Guide › Tracking › Cost Center

1. Overview

The Cost Center module is a configuration module used to define the building blocks for customer billing and cost tracking. It contains three tabs — Commodity, Location, and User To Bill — each managing a different dimension of cost allocation.

Items created here are used in the Customer module's Billing tab, where commodities, locations, and users to bill are selected and configured with cost and scheduling details. The billing data then feeds into the Cost Tracker module for cost reporting.

Prerequisites

• Regions must be configured in Organisation → Catalogs (Type = Region). All three tabs require a Region value.

2. Commodity Tab

Commodities represent the items, services, or assets being tracked for billing. Each commodity is assigned to a region and can have a description.

2.1 Commodity Listing

The Commodity tab shows a listing of all commodities with columns for Name, Region, and Description. Use the filter dropdowns and Search button to locate a commodity.

Cost Center Commodity

2.2 Adding a Commodity

1. On the Commodity tab, the add form appears below the listing (or click the grid icon to switch views).
2. Enter an Asset ID — an optional identifier for the commodity/asset.
3. Enter an Asset Name (required) — the name of the commodity or service.
4. Select a Region (required) — from Organisation → Catalogs (Type = Region).
5. Enter a Description — optional notes about the commodity.
6. Click Save.

Commodity

2.3 Commodity Fields

3. Location Tab

Locations represent the physical or logical locations where commodities are consumed or services are delivered. Locations are used in the Customer Billing tab to associate billing items with specific sites.

1. Click the Location tab.
2. Enter a Name (required) — the location name (e.g. "Head Office", "Warehouse A", "Remote Site").
3. Enter a Description — optional notes.
4. Select a Region (required) — from Organisation → Catalogs (Type = Region).
5. Click + Add Location to add another row, or click Save to save.
6. Click the delete icon (red bin) to remove a row before saving.

Cost Center Location

3.1 Location Fields

4. User To Bill Tab

Users To Bill represent the individuals or accounts that billing should be attributed to. These are used in the Customer Billing tab to assign billing responsibility.

1. Click the User To Bill tab.
2. Enter a Name (required) — the user or account name.
3. Enter a Description — optional notes.
4. Select a Region (required) — from Organisation → Catalogs (Type = Region).
5. Click + Add User to add another row, or click Save to save.
6. Click the delete icon (red bin) to remove a row before saving.

Cost Center User to bill

4.1 User To Bill Fields

5. How Cost Center Connects to Other Modules

Billing data configured in the Customer module (using Cost Center items + Data Connector + Schedule) feeds into the Cost Tracker module for cost reporting and analysis.

6. Tips

• Create Regions in Organisation → Catalogs before setting up any Cost Center items — all three tabs require a Region.
• Use meaningful names for commodities that match how they appear in contracts and billing reports (e.g. "Managed Print Service" rather than "MPS").
• Location and User To Bill support adding multiple rows at once — use + Add Location / + Add User to batch-add entries.
• Plan your cost center structure before creating entries — consider how commodities, locations, and users will map to your customer billing needs.
• Cost Center items can be shared across multiple customers — the same commodity can appear in different customer billing configurations with different cost values.

7. Troubleshooting