You can assign a cost center when creating a new transaction. The cost center field appears under Additional details during transaction setup. You can search for the cost center by name or number.
Summary Checklist
- Command Center enabled with cost centers configured
- Permission to send and manage transactions
- Cost center field appears under Additional details
- Search for cost centers by name or number
Select a Cost Center
Cost centers help you organize and track transactions by department, project, or budget category. When you create a new transaction, you can assign it to a specific cost center.
Command Center is an add-on tool available for Business Premium and Enterprise customers. Read Command Center overview for more information about cost centers and other features.
1. Open the Cost Center Field
When creating your transaction, find Details and click the Cost center field.
2. Search for Your Cost Center
Start typing the name or number of the cost center you need. The search works with partial matches, so you don't need to type the complete name.
3. Confirm Your Selection
Click the name of the cost center you want to use. The field will update to show your selection, and you can continue creating the rest of the transaction as usual.
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