Create/edit/delete cost centre budgets

The purpose of entering a cost centre budget amount is to create a 'budget bar', which allows the trip requestor/authoriser to see the amount of travel expenditure is remaining for the cost centre selected. 

 

To create, edit or delete a cost centre budget

1. From the User Avatar, click Admin

2. From the sidebar, click Cost Centres

3. Click Edit next to the cost centre you want to edit the budget for.

You can also create a new cost centre from this page by clicking Create a new Company Cost Centre.

4. Edit the cost centre travel budget amount in the Total Budget field (and Current Spend, if applicable), then click Save.

The Current Spend figure will automatically alter as each trip request in completed, however, it may be adjusted to reflect additional expenditure (e.g. ancillary travel related items).

 

Have more questions? Submit a request

Comments

Powered by Zendesk