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.
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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