Cost centres are a powerful way to organise your services, track spend, and keep control of your business budget. This guide explains what cost centres are, how to create them, and how to assign users.

What are cost centres?

Cost centres let you group services in my.plan so you can:

• Track spend by department, team, or project.

• See a summary page on your invoice for each cost centre.

• Tag services in your invoice .csv export, making it easier to analyse charges.

This helps you understand exactly where your money is going and manage budgets more effectively.

Creating a cost centre

To set up a new cost centre:

1. Log in to my.plan.

2. Open the burger menu (three horizontal lines, top right).

3. Go to My Account > Billing & Payments > Manage Cost Centres.

4. Under New Cost Centre, enter the name of your cost centre.

5. Click Add.

Your new cost centre is now ready to use.

Adding users to a cost centre

To assign users (e.g. employees) to a cost centre:

1. Log in to my.plan.

2. Open the burger menu and go to My Account > Billing & Payments > Manage Cost Centres.

3. Find the cost centre you want to update and click Edit.

4. Tick the Assign box next to each user you want to add.

5. Click Assign to confirm.

The selected users will now appear under that cost centre, and their charges will be included in its reporting.

✅ With cost centres, you can organise your services in a way that reflects your business structure, making budgets clearer and invoices easier to understand.