Sigma Online User Manual

Updating Cost Centres

Introduction

Cost Centres are mainly used in conjunction with payment files.  If the Cost Centre changes, see below:


Changing to a new Cost Centre

If the Cost Centre changes, add two new lines. One to reduce the original one to 0% and another to add the new one at 100%.  You do NOT want to overtype the original one.

  • Open the Cost Centre Editor for the Account (either via Estate Management or the Data Selector)
    • Click
      • A new line will appear 
    • Add the Effective date of the Cost Centre (ie the date the new Cost Centre starts)
      • Either type in the detail or use the Calendar
    • Add the name of the Cost Centre (the same as the original one)
    • Add the Percentage (0%)

                   

    • Click OK to save


  • Open the Cost Centre Editor again 
    • Click
      • A new line will appear 
    • Add the Effective date of the Cost Centre (ie the date the new Cost Centre starts)
      • Either type in the detail or use the Calendar
    • Add the name of the new  Cost Centre
    • Add the Percentage (up to 100%)

                   

    • Click OK to save

The new Cost Centre will be effective from the new date (30th September 2020)                   


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