Cost centres
Define cost centres and assign them to outgoing and incoming invoices for reporting.
Cost centres let you attribute documents to departments or projects. Each has a short code and a name, and you pick one on an invoice or an incoming invoice.
Define cost centres
- Go to Settings → Documents.
- Scroll to the Lists card at the bottom. The right-hand box is Cost centres.
- Type a Code (it is stored in capitals, for example
SALES) and a Name, then click the plus button. - To remove one, click the bin icon next to it.
Owners, admins and accountants can manage the list.
Assign a cost centre
- On an outgoing invoice: open the invoice and choose the cost centre in the header. The choice is saved immediately and also works on issued (locked) invoices.
- On an incoming invoice: open it and choose Cost centre under Classification at the end of the Check the details card. On accepted invoices the choice is saved immediately; on drafts it is saved with Save details.
Use cost centres in exports
- The invoice list CSV (Export → CSV of this view) contains a
cost_centrecolumn with the code. - The Compliance and Analytics pages do not break figures down by cost centre yet; filter the invoice list and export instead.
Good to know
- Categories live in the same Lists card. A category is a coloured tag for filtering; a cost centre is a coded allocation. An invoice can have both.
- Categories can also be set for several invoices at once from the invoice list (select rows → set category). Cost centres are set per document.
- Deleting a cost centre clears it from the documents that used it.
- Cost centres are not written into the PINT AE XML; they are internal to Alya Books.