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)