As a plan.com customer, you have the ability to set up and take full control of Cost Centres in order to proficiently manage your business's expenditure and budgeting.
So, let's delve into what Cost Centres are, why they are an indispensable tool and how you can create them as well as add new users to existing ones.
What are Cost Centres?
Cost Centres are a strategic way for businesses to manage and control their spend. By dividing your organisation's total expenditure into various categories or Cost Centres, you can accurately track what is being spent and where. Cost Centres are a great way to group services on my.plan. Most importantly, they generate an additional page on your invoice that summarises the charges for each Cost Centre. In addition, they tag services by their Cost Centre if you choose to download your invoice as a .csv via my.plan.
How to Create a Cost Centre
Now that you know what Cost Centres are and what they can do for you, let's talk about how to create one on your plan.com account:
Login into the my.plan platform, open the burger menu (top-right of the screen, the icon with three horizontal lines) and click My Account > Billings & Payments > Manage Cost Centres.
Under the New Cost Centre header, enter the name of your new Cost Centre and click Add.
Just like that, you've created a new Cost Centre!
Adding Users to a Cost Centre
You've got your Cost Centres set up, but what if you need to add a new user – perhaps a new employee – to an established Centre, or make an already assigned user to a different Cost Centre?
Follow these steps:
Login into the my.plan platform, open the burger menu and click My Account > Billings & Payments > Manage Cost Centres.
In the row of the Cost Centre to which you would like to add a new user, click Edit.
- Set the flag in the Assign checkbox for the users that you would like to add to the given Cost Centre.
- Once you have selected all of the desired users click Assign.
And there you have it! You've successfully added a user to a new Cost Centre.