Summary
Reports and jobs are easier to handle if broken into various areas or activities. These areas are called Cost Centres. To give more flexibility, you can have multiple sets of cost centres (called Cost Centre Banks).
Details
Each Job in your system is assigned to one Cost Centre Bank, and therefore to a range of Cost Centres.
The choice of Cost Centres is somewhat arbitrary, but as a guide, use a different Cost Centre where you want:
A different General Ledger Account
A different Report Breakdown
A different Purchase Order
A different Schedule row (if using Job Control)
The Cost Centres Screen is divided into 2 sizable Panels:
Cost Centre Banks Grid
Where you can edit
| • | Name |
| • | Default Income and expenditure GL accounts. These are only used if an individual cost centre does not have its own GL account set. They are used to prompt GL accounts when posting invoices |
Cost Centres Grid
When you select a Cost Centre Bank, the Cost Centre table will display all the Cost Centres in that Cost Centre Bank.
You can edit
| • | Name |
| • | Sort Order. The order Cost Centres appear on reports and grids. These can be set by drag & dropping, by setting Sort Order No or with the Arrange menu options |
| • | Expense and Income GL Accounts. These are used to prompt GL accounts when posting invoices. If not entered the default accounts of the parent Cost Centre Banks are used |
| • | Markup. When building Estimate Summaries, you can assign different markups to each cost centres as well as or instead of markups to the overall total Contract Proportion. When calculating progress claims based on work completed (invoiced), we need to establish what proportion of the contract is claimable |
| • | Sub Group. Cost centres can be grouped together in subgroups such as "Frame" or "Fit-out" to give shorter reports. |
| • | Pay Strategy. Feasibility Study and Job Control needs a default Pay Strategy (because suppliers may not yet be selected) to create cash flow reports based on when invoices will actually be paid. |
Sub Groups
It is often useful to group certain cost centres together into sub groups such as "Frame" or "Fit-out" to give shorter reports, locate Cost Centres more readily and enhance estimating if you select View Sub Groups from the View menu, the lower panel changes to include sub-groups:
As you click on a sub group, only those cost centres in that sub group are shown. To set a cost centre, drag and drop it onto the desired sub group. Four command buttons are above the sub group grid:
Create a new sub group
Refresh sub groups
Delete sub groups. Any cost centres in deleted sub groups are shifted to the unallocated sub group
Save changes Do this after adding sub groups
Toolbar
Import Imports cost centres from a csv file
Export Exports cost centres to a csv file. Use this to transfer between companies or to view format
Edit Menu
Add a NEW Cost Centre
Select All
Set Default Markups All selected Cost centres can be set to the same Markup
Set to Subgroup All selected Cost centres can be set to the same Subgroup
Set to Pay Strategy All selected Cost centres can be set to the same Pay Strategy
Go to Cost Centre
View Menu Determines which grid columns are visible
General Ledger
Default Markup
Sort Order
Contract Proportion
Sub Group Shows Sub Groups
Pay Strategy
Arrange Menu Sets the order cost centres appear in reports etc
By Alphabetical Code
By Numeric Code
By Cost Centre Name
By Sub Group
Calibrate Sort Order
Creates a new Cost Centre Bank
Deletes the current or Selected Cost Centre Bank(s).Only empty banks can be deleted
Loads the Preferred Supplier Module
Creates a new Cost Centre
Select or deselect All cost centres
Deletes the current or Selected (s) Cost Centre
Copy Selected Cost Centres
Paste cost centre(s)
Previews Report
Closes the routine