Settings
Cost Centers
Track income and costs by department or business segment, and report profit per cost center.
Cost centers (also called departments or classes) split your income and costs by part of the business, for example Workshop and Retail, or one per branch. They live under Settings → Cost Centers.
Set up cost centers
- Click New Cost Center.
- Enter a Code (for example DEPT-WS) and a Name (for example Workshop).
- Optionally choose a Parent Cost Center to group them (for example Retail → Cape Town). Leave it as None (top-level) otherwise.
- Save.
Turn off Active to stop using a cost center without deleting it.
Assign a cost center
When you categorise a bank line under Accounting → Banking, or split it across several categories, choose the cost center on the line.
Invoice, bill and manual journal forms do not have a cost center field yet. Lines created through the API or MCP can carry a cost center (costCenterId).
Report by cost center
- Reports → Profit by team or project with Split by: Department shows income, costs and profit in a column per cost center.
- Click an amount in that report to open the General Ledger for that account and cost center.