Manage cost centers and territories

Open and review cost centers

Open Accounting, then Cost Centers. You can switch between List and Tree to review the same cost centers as rows or as a hierarchy.

1. Open Cost Centers.
2. Select List to see the row view with Name, Parent, Company, Group, and Actions.List
3. Select Tree to see the hierarchy view with group cost centers above their children.Tree
4. Select Refresh to reload the current list and tree data.Refresh

Create a cost center

Use the Create Cost Center form to add a new cost center under an active group. The create button stays disabled until you enter a name, choose a parent group, and your workspace allows management actions.

1. Select Create Cost Center.CreateCreate Cost Center
2. Enter Cost Center Name *.Cost Center Name *
3. Choose Parent Cost Center * from the active group list.Parent Cost CenterParent Cost Center *
4. Turn on Is Group if this cost center will hold child cost centers.Is Group
5. Select Create.Create

Edit a cost center

You can update a cost center from the list view. Editing pre-fills the current parent and the Is Group setting.

1. In the list view, find the cost center you want to change.
2. Select Edit.Edit
3. Change Parent Cost Center if that row allows it.Parent Cost Center
4. Change Is Group if needed.Is Group
5. Select Save.Save

Delete a cost center

Delete removes the cost center from master data. It does not remove past postings that already used it.

1. In the list view, find the cost center you want to remove.
2. Select Delete.Delete
3. If the browser asks you to confirm, confirm the deletion.

Group, leaf, and disabled behavior

• Parent Cost Center * accepts active group cost centers only.
• Is Group determines whether the new cost center can hold children.
• Group cost centers organize other cost centers in the tree view.
• Disabled cost centers remain visible in the list when loaded, but they are not available as parents for new items.
• The Company filter changes which cost centers are loaded, but it does not change existing postings by itself.

Troubleshooting

• If Refresh shows an error, the workspace or selected ledger may be unavailable. Check your sign-in and the selected ledger, then try again.
• If Create or Save stays disabled, confirm that the required fields are filled and that your workspace role allows management actions.
• If the tree looks outdated after a successful change, select Refresh to reload both the list and tree data.
• If a delete request fails, leave the page open, correct the underlying issue, and try the delete again.