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We will enhance the cost centre functionality over time so you are able to report on cost centres against resources in the future.
What is it? | The ability to assign a cost centre to a vehicle/asset for invoicing purposes |
How does it work? | This is managed via the Smartrak Admin site: Manage > Cost Centres |
Create Cost Centres | Cost Centres are created either via adding a new cost centre one by one in the Cost Centre Edit page, or via the Cost Centre Import Click on the bulk import link on the Manage > Cost Centre page This will take you to the Cost Centre Import page Download the .csv template, enter the required information, and import into Smartrak Admin. |
Assign Cost Centres | Once the cost centres are loaded, you are able to assign them to your assets. Navigate to Manage > Resource Info > Resource Info tab Locate the asset in question, select the cost centre from the dropdown and save the page You will see the green bar when successfully added |
Unassign Cost Centres | To remove a cost centre assignment from a vehicle, navigate to Manage > Resource Info > Resource Info tab Locate the asset in question, select No Cost Centre from the dropdown and save the page |
Report on Cost Centres | At this stage, you are not able to report on cost centres, if you require a download of all cost centre assignments, please raise a ticket in the Smartrak Service Desk |
Caveats/Limitations | Cost centes (in Smartrak Admin) are currently used for invoicing purposes only Additional functionality will be added over time if you move a resource to a different company, it'll keep the same cost centre. |
*Special Note for Corp Admins | You must have access to the company that the cost centre resides in to be able to edit it. For assigning a cost centre to a resource, they must both be in the same company. |
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