What are cost centres?
Cost centres are generally used to book expenses to, for example because a budget is assigned to a cost centre, or because it only needs to be filled in as a reference.
How do I create cost centres?
You can create cost centres and link them to 1 or more orderers as follows.
Step 1: Log in to the dashboard of your environment
Step 2: Click the "Instellingen" (Settings) block
Step 3: Navigate to "Kostenplaatsen" (Cost centres)
Step 4: Click "+ nieuw" (+ new) at the top to create a new cost centre
Step 5: Fill in all the details of the cost centre
"Kostenplaats" (Cost centre): This is the name of the cost centre. The orderer sees this name when making a choice in the checkout/cart.
"Grootboekrekening" (Ledger account): If you work with an external purchasing system such as SAP or Proactive, this field is used as a reference towards the purchasing system.
"Kostensoort" (Cost type): This field serves as a fallback for the cost centre and is also included in the export.
Step 6: At the bottom, link the cost centre to a user or select 'iedereen' (everyone)
Red means inactive, green means active
Step 7: Click "Opslaan" (Save) at the bottom
Linking cost centre(s) to user(s)
There are 2 ways to link a cost centre to a user. We'll explain them below.
Linking a cost centre in bulk
Linking a cost centre in bulk
Step 1: Log in to the dashboard of your environment
Step 2: Click the "Instellingen" (Settings) block
Step 3: Navigate to "Kostenplaatsen" (Cost centres)
Step 4: For an existing cost centre, click 'wijzig' (edit), or create a new cost centre
Step 5: Scroll down, where you'll find 'gebruikers' (users)
Step 6: Set the user setting to 'Specifieke personen' (Specific people)
Step 7: Select all users who should be linked to the cost centre
Red means inactive, green means active
Step 8: Click "Opslaan" (Save) at the bottom
Linking a cost centre to one user
Linking a cost centre to one user
Step 1: Log in to the dashboard of your environment.
Step 2: Click the block called "Gebruikers" (Users)
Step 3: Find the user you want to edit and click it
Step 4: Go to "Instellingen" (Settings) at the top right
Step 5: In the menu on the left, navigate to "Kostenplaatsen" (Cost centres)
Step 6: Click the cost centre you want to link
Red means inactive, green means active.
Step 7: Click "Opslaan" (Save) at the bottom