Cost Centers

Cost Centers

Cost Centers in Clixon correlate with the Classes in QuickBooks and would be considered the Micro expense allocation for all purchases.
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To locate the Cost Centers page go to:  Setup Information > Allocations > Cost Centers
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Cost Centers

Each Cost Center will be listed on this page.
  1. To view or edit an existing Cost Center simply click on one in the list to open the profile page.
  2. If you update/change any fields remember to click the   Save   button.
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Cost Center - Creation

There are 2 ways to create a new Cost Center:
  1. Simply click the   + Create New   button found on the Cost Center page.
  2. Also, you can choose to click the Quick Create icon found in top menu bar + then choose Create Cost Center.
The following fields exist and some are *Required:
  1. Name
    1. *Required - and must match exactly to the Name(s) in your Accounting application - spelling and case sensitivity.
    2. Example: Dental Supplies
  2. Sub Account of
    1. *Only Required - if an Account is a 'sub account' of another Account.
    2. You will need to choose the Parent account from the drop down list, and if it is not  then you will need to Create that Account as well.
Example - If Dental Supplies is a sub account of Expenses, then Expenses would be selected in the "Sub Account of" field on the Dental Supplies Ledger Account profile page.
  1. Full Name
    1. Will auto populate and show the Name or Name and any Sub Accounts.
    2. Example: Expenses:Dental Supplies
Click   Save   when done or Save & New to enter the next Cost Center on your list.
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Assign / Edit - Category Defaults

Cost Centers can be automatically assigned to your Products by using our Category Defaults option.  This way you do not need to remember to assign them when New Products are added to a Corporate Catalog or Company (office).

To set or edit Category Defaults go to Setup Information > Product Related > Categories & Sub Categories
  1. From the Categories page you can Edit one Category or perform a Mass Update on multiple Categories.
    1. To edit a single Category:
      1. Start by clicking on the Category form the list to go to the Categories profile page.
      2. Under the Defaults section, choose the Cost Center you would like to assign from the Cost Center field list.
      3. Click the   Save   button to complete the update.
    2. To Mass Update the Defaults of several Categories at one time:
      1. Begin by ticking the Box(s) to the left of every Category you wish to update.
      2. Then click the Mass Update button
      3. From the Mass Update Categories page, select the Default Cost Center you wish to assign to each product.
      4. To complete the update click the Apply Changes button.
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Cost Center Assignment - Edit by Product

There are 2 ways to Set or Edit the Cost Center assigned to any Product.
  1. The first option is to go to a product Profile page and then select the Allocations tab.
    1. From here you will be able to change the Ledger Account assigned to the product.
    2. Click the Save button when done.
  2. The second option is by the Mass Update option from the My Catalog or Corporate Catalog page:
    1. To begin, locate the product(s) needed and then tick the check Box(s) to the left of any that you would like to edit.
    2. Then click the Batch Options menu and select Mass Update.
    3. From the Mass Update page, select the Allocations tab.
    4. Now select the Ledger Account you wish to assign from the Ledger field menu.
    5. To complete the update click the Apply Changes button.
Note - Any changes made to a Corporate Catalog product will update the same product(s) across the entire Corp. group as long as they "had" the same Cost Center as the Corporate products before the change.

Cost Center Assignment - "One Time" change on a Cart or Order

At times you may need to make a "one time" change to the Cost Center assignment of a product, or products, during an order, but you want the Default to remain.

This can be done on a Product by Product basis while on a Cart or Outstanding Order
  1. To begin, tick the Box(s) to the left of any product(s) you wish to edit, and then click the Batch Options menu and select Mass Update.
  2. From the Mass Update page, select the Allocations tab.
  3. Now select the Cost Center you wish to assign from the Cost Center field menu.
  4. To complete the update click the Apply Changes button.
Remember, this will not change the Default Cost Center on the product(s), the change will only apply to the Product(s) on the Cart or Order they are on.

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