Difference between revisions of "Cost Centres"

Revision as of 16:49, 3 January 2018

Cost Centres are an essential part of the Invoicing Module. The Cost Centre specify the Nominal Code, Department Code, VAT Code and who will receive the invoice.

There are three types of Cost Centres, each requiring a slightly different setup;

• Handyperson Module - For use with the HP Module only.
• Roster Module (previously Support Worker) - For use with the Roster Module only.
• Core Module (Individual Budgets) - For use with Record a Contact time and Clubs and Clinics attendances.

When naming the Cost Centres it is worth keeping in mind that end users may need to know what they are for. As an example;

For our day centre we have private funding (client pays) and LA funding (Local Authority pays).  The costs centres would be 'Day Centre - Client' and 'Day Centre - LA'

User friendly names are recommended. To create a Cost Centre click the "Create New Cost Centre" button, you will then be taken to the setup page.

Complete the following;

• Cost Centre Name - Needs to be user friendly Required
• Nominal Code - Code for the type of Charge Required
• Department Code - The departments code for the charge to be assigned to Required
• Who Will Receive Invoice? - Specifies if a client receives an invoice or a funder (client and funders must have an accounts code) Required
• Module Cost Centre Applies to - Required
• Active Cost Centre? - Set to 'Yes'