Smartrak Admin Cost Centres *NEW*

We have recently developed cost centre functionality for Client Admins to be able to create, manage, and assign cost centres to resources via the Smartrak Admin site.

This is predominantly to be used for invoicing purposes. With the cost centre assigned to the vehicle showing on the addendum supplied with your monthly invoice.

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

NZ - https://admin.smartrak.co.nz/

AU - https://admin.smartrak.com.au

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.

  • If you are unable to find an answer to your question in here please log a support request via the Smartrak Service Desk